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Pioneer Multi-Asset Income Strategy

Investment Approach

 

Our Pioneer Multi-Asset Income Strategy seeks to obtain a high level of current income with capital appreciation as a secondary objective.

 

Philosophy & Process

 

Our Pioneer Multi-Asset Income Strategy seeks to provide high current monthly income relative to the broad market through a diversified1 portfolio of income producing stocks and bonds. In an effort to enhance income potential, the Strategy also diversifies geographically—investing in domestic, international and emerging markets.

 

 (As of )

Overview

  • Flexible asset allocation portfolio with a high income emphasis, while also focused on enhancing purchasing power over time
  • Ability to take advantage of both US and global opportunities
  • Maximum non-US exposure 40%
  • Maximum Emerging Markets exposure 30%
  • Opportunities for income and capital appreciation potential from dividend paying equities
  • Maximum equity exposure of 60%
  • A tactical asset allocation and hedging strategy aimed at reducing volatility, while protecting income

Why Pioneer Investments?

A strong investment culture focused on sound, fundamental research drives the management of the Pioneer Multi-Asset Income Strategy. Key features of the Strategy include:

  • Active management: Find income opportunities in multiple asset classes and geographies
  • Distinctive diversification: Determine the relevant income generating asset classes
  • Independent thinking: Employ a value approach to security selection and asset allocation
  • Risk management: Maintain a stable long-term risk profile

Management Team

Marco Pirondini
Marco Pirondini

Executive Vice President, Chief Investment Officer, Portfolio Manager

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Howard Weiss
Howard A. Weiss, CFA

Senior Vice President, Director of Multi-Asset, Portfolio Manager

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1Diversification does not guarantee a profit or protect against a loss.

PLEASE NOTE: The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. the Portfolio's exposures, limitations, and / or risks.

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