The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

PIMCO
PIMCO, a specialist in active fixed income with expertise across public and private markets, is expanding its UCITS exchange-traded fund (ETF) range. It has launched an ETF share class of the PIMCO GIS StocksPLUS™ Fund, bringing PIMCO’s StocksPLUS™ strategy into a UCITS ETF format. The ETF share class will be listed and marketed under the name PIMCO Advantage StocksPLUS™ US Large Cap UCITS ETF.

Pioneered in 1986, the StocksPLUS™ strategy aims to outperform the S&P 500 Index (net of dividend withholding tax) by combining exposure to US large cap equities with PIMCO’s active fixed income strategies. With four decades of expertise, this approach is designed to address the persistent challenge of active equity underperformance while seeking to deliver diversified fixed income alpha.

“The launch of SPLU represents an important milestone in the evolution of our UCITS ETF platform,” said Tina Adatia, executive vice president and PIMCO’s head of product strategy for EMEA & APAC. “By introducing an ETF share class of an established strategy, we are combining four decades of StocksPLUS™ expertise with an innovative vehicle designed to meet the needs of a broad range of investors. This structure enables us to offer one of PIMCO’s flagship equity solutions in a UCITS ETF format, providing clients with greater choice in how they access our investment capabilities while seeking to benefit from the same proven investment approach and disciplined process that have defined the strategy since 1986.”

Effective 24 July 2026, investors can trade the PIMCO Advantage StocksPLUS™ US Large Cap UCITS ETF on the London Stock Exchange, Borsa Italiana and SIX and on Deutsche Börse. The share class will disclose holdings quarterly with a 30-day lag, balancing transparency with portfolio management flexibility.