Pacific Dynamix® Portfolios

Each Pacific Dynamix Portfolio is a fund-of-funds that invests in a wide range of index-based underlying funds.

  • Index-based: Lower expenses associated with passive investment instruments allow a Pacific Dynamix Portfolio to play a key role in managing the cost of your client's overall investment portfolio.
  • Multi-asset class diversification: Pacific Dynamix's nine underlying investments offer a global investment exposure across numerous asset classes and investment styles. 
  • Multi-manager asset allocation: Three well respected money management firms manage respective investment sleeves, offering investment depth and knowledge.  

 
 

 

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


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

 

Pacific Dynamix® Conservative-Growth

Seeks current income and moderate growth of capital.

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

60.0%

27.5%

12.5%

Fixed Income

U.S. Equity

Non-U.S. Equity

 


 

Pacific Dynamix® Moderate-Growth

Seeks long-term growth of capital and low-to-moderate income.

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

40.0%

41.5%

18.5%

Fixed Income

U.S. Equity

Non-U.S. Equity


 

Pacific Dynamix® Growth

Seeks moderately high, long-term growth of capital with low current income.

 
  • U.S. Focus1

20.0%

55.5%

24.5%

 

Fixed Income

U.S. Equity

Non-U.S. Equity


1U.S./Global Focus: Generally, a U.S. focused investment will have an allocation to U.S. based Equity and Fixed Income that is greater than 60%. A global focused investment will have an allocation to Equity and Fixed Income, based outside of the U.S., that is greater than 40%.
 
Pie chart allocations reflect information as of 3/31/19, provided by Pacific Life Fund Advisors. Portfolio allocations can fluctuate, and may change over time.

View Fund Holdings as of the Most Recent Quarter-End

 
For Use With Clients
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    Pacific Life variable annuities offer a variety of asset allocation funds across multiple disciplines from well-known and respected investment managers.

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.

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.

Pacific Life and Pacific Select Distributors, LLC, are not affiliated with BlackRock Investment Management, LLC, Dimensional Fund Advisors LP and SSgA FM or the products each distributes.

 

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Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

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