Asset Allocation Funds

Not all investment managers adopt the same discipline in their approaches to asset allocation. Pacific Life variable annuities offer a variety of asset allocation funds across multiple disciplines from well-known and respected investment managers.


 

Percentages below represent each fund's portfolio composition as of 3/31/171.


Portfolio Composition (%) as of 3/31/19

 

American Funds® IS Asset Allocation FundSM

  • U.S. Focus1
  • Eligible for an optional living benefit.

53.6%

37.2%

9.2%

0.0%

0.0%

U.S. Equity

Fixed Income 

Non-U.S. Equity

Cash

Other


 

American Funds® IS Global Balanced FundSM

  • Global Focus1

40.4%

33.7%

25.9%

0.0%

0.0%

 

Fixed Income

Non-U.S. Equity

U.S. Equity

Cash

Other


 

American Funds® IS Capital Income Builder® FundSM

  • Global Focus1

37.2%

31.9%

30.9%

0.0%

0.0%

Non-U.S. Equity

Fixed Income

U.S. Equity

Cash

Other


 

American Funds® IS Managed Risk Asset Allocation FundSM

  • U.S. Focus1
  • Eligible for an optional living benefit.

51.7%

39.4%

8.9%

0.0%

0.0%

U.S. Equity

Fixed Income

Cash

Non-U.S. Equity

Other


 

BlackRock Global Allocation V.I. Fund

  • Global Focus1
  • Eligible for an optional living benefit.

33.3%

31.1%

24.9%

8.3%

2.4%

Fixed Income

U.S. Equity

Non-U.S. Equity

Cash

Other


 

BlackRock 60/40 Target Allocation ETF V.I. Fund.

  • Global Focus1

38.0%

34.8%

24.1%

3.1%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


 

DFA Balanced Allocation Portfolio

  • U.S. Focus1
  • Eligible for an optional living benefit.

42.0%

40.0%

18.0%

0.0%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


 

Fidelity® VIP FundsManager® 60%

  • U.S. Focus1
  • Eligible for an optional living benefit.

40.5%

34.2%

24.5%

0.9%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


 

First Trust/Dow Jones Dividend & Income Allocation Portfolio

  • U.S. Focus1
  • Eligible for an optional living benefit.

56.1%

43.2%

0.7%

0.0%

0.0%

U.S. Equity

Fixed Income

Cash

Non-U.S. Equity

Other


 

First Trust Multi Income Allocation Portfolio

  • U.S. Focus1

48.0%

47.0%

5.0%

0.0%

0.0%

Fixed Income

U.S. Equity

Non-U.S. Equity

Other

Cash


 

First Trust Dorsey Wright Tactical Core Portfolio

  • U.S. Focus1

74.6%

19.9%

4.8%

0.7%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


 

Franklin Allocation VIP Fund

  • U.S. Focus1
  • Eligible for an optional living benefit.

40.0%

39.0%

21.0%

0.0%

0.0%

Fixed Income

U.S. Equity

Non-U.S. Equity

Cash

Other


 

Franklin Income VIP Fund

  • U.S. Focus

50.7%

30.7%

10.0%

5.8%

2.8%

Fixed Income

U.S. Equity

Other

Non-U.S. Equity

Cash


 

Invesco V.I. Balanced-Risk Allocation Fund

  • Global Focus1
  • Eligible for an optional living benefit.

54.3%

20.7%

16.4%

8.6%

0.0%

Fixed Income

Non-U.S. Equity

Other

U.S. Equity

Cash


 

Invesco V.I. Equity and Income Fund

  • U.S. Focus1

56.8%

24.1%

7.6%

7.0%

4.5%

U.S. Equity

Fixed Income

Other

Non-U.S. Equity

Cash


 

Ivy VIP Asset Strategy

  • Global Focus1

37.4%

30.8%

25.9%

5.5%

0.4%

U.S. Equity

Non-U.S. Equity

Fixed Income

Other

Cash


 

Janus Henderson VIT Balanced Portfolio

  • U.S. Focus1
  • Eligible for an optional living benefit.

58.2%

40.5%

0.7%

0.6%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


 

JPMorgan Insurance Trust Global Allocation Portfolio

  • Global Focus1

43.5%

34.8%

20.8%

6.4%

-7.3%

Fixed Income

U.S. Equity

Non-U.S. Equity

Other

Cash


 

JPMorgan Insurance Trust Income Builder Portfolio

  • U.S. Focus1

63.5%

12.6%

10.4%

7.6%

5.9%

Fixed Income

U.S. Equity

Non-U.S. Equity

Cash

Other


 

MFS® Total Return Series

  • U.S. Focus1
  • Eligible for an optional living benefit.

54.7%

38.6%

5.3%

1.4%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


 

State Street Total Return V.I.S. Fund

  • U.S. Focus1
  • Eligible for an optional living benefit.

32.6%

29.0%

24.1%

14.4%

0.0%

U.S. Equity

Fixed Income

Non-U.S. Equity

Cash

Other


Explore more asset allocation strategies:
  • Pacific Dynamix® Portfolios
    Each Pacific Dynamix Portfolio is a fund-of-funds that invests in a broad array of index-based underlying funds.
  • Portfolio Optimization Portfolios
    Portfolio Optimization Portfolios are managed by a dedicated multi-asset-class solutions team, offering one-step diversification for your clients' variable annuity investment options.

Investors should carefully consider an investment’s risks, charges, limitations, and expenses. This and other information about Pacific Life variable annuities and Pacific Funds are provided in the applicable product, underlying fund, and fund prospectuses. These prospectuses should be read carefully before investing.

All investing involves risk, including the possible loss of the principal amount invested. The value of the variable investment options will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. Please see the prospectus for a detailed description of investment risks.

Asset allocation and diversification do not guarantee future results, ensure a profit, or protect against loss. Better results could be achieved by investing in an individual fund or funds representing a single asset class rather than using asset allocation. A fund-of-funds is subject to its own expenses along with the expenses of the underlying funds. It is typically exposed to the same risks as the underlying funds in which it invests in proportion to the allocation of assets among those underlying funds, among other risks. Each underlying fund has its own investment goal, strategy, and risks. 

 

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Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency