| Manager Profile | |
This general information is provided by and used with the permission of this manager.
It may not contain information about the Pacific Select Fund portfolios managed by
this manager. Pacific Select Fund portfolios are available only through
variable products.
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| A wholly-owned subsidiary of General Electric Company (GE) and a registered investment adviser | | Approximately $135 billion of assets under management, as of December 31, 2008 | | Based in Stamford, Connecticut. |
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GE Asset Management (GEAM) bases its investment philosophy on two enduring principles. First, GEAM believes that a disciplined, consistent approach to investing can add value to an investment portfolio over the long term. Its commitment to in-depth research, sound judgment and hard work provides investors with an opportunity to take advantage of attractive investments around the world. Second, GEAM follows the same principles of integrity and quality that have guided GE over the past century and have made it the worldclass company that it is today.
For many years, GEAM parent company, GE, has held a tradition of ingenuity and customer focus that has included financial services.
- In the late 1920s, through a desire to promote the financial well-being of its employees, GE began managing assets for its employee pension plan.
- By the mid 1930s, GE pioneered some of the nation’s earliest mutual funds, the Elfun Funds—to be followed years later by the GE Savings and Security Program Funds.
The success of these Funds spurred growth; eventually GE expanded its mutual fund offerings to include a wide variety of investment products known as the GE Family of Funds, created specifically for the general public.
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| GE Investments Total Return Fund | |
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The Fund seeks the highest total return, composed of current income and capital appreciation, as is consistent with prudent investment risk. The Fund seeks to achieve this objective by investing primarily in a combination of U.S. and non-U.S. equity securities and investment-grade debt securities.
| | | | S&P 500® and Barclays Capital U.S. Aggregate Bond Index (Previously Lehman Brother U.S. Aggregate Bond Index) | |
| | | | Moderate Allocation | | | | Based on information from Morningstar, Inc. 2009
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