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Overview

PFM’s Multi-Manager Funds uses passive index management and multiple highly skilled, third-party investment managers with expertise in their respective markets to build diversified portfolios for our clients.

These mutual funds PFM Multi-Manager Domestic Equity Fund, PFM Multi-Manager International Equity Fund, and PFM Multi-Manager Fixed Income seeks to enable investors to experience a more optimal solution while seeking better risk-reward outcomes. 


About Each Fund

Each of the three MMST funds is an expression of PFM's asset allocation view within the respective asset class. Each portfolio is constructed using active sub-advisers to execute certain strategic investment allocations and low-cost index funds for all other strategic and tactical investments. Each fund seeks to exceed its benchmark over rolling five-year periods and to achieve better than median peer group performance with lower than median investment management fees.

 

 

 

International Equity Fixed Income

FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective.

 

FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. The Fund may also seek to implement its investment strategies through investments in ETFs and other registered investment companies instead of direct investments through sub-advisers.

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FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective.

 

FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in equity securities and depository receipts of foreign issuers. The Fund may also seek to implement its investment strategies through investments in ETFs and other registered investment companies instead of direct investments through sub-advisers.

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FUND OBJECTIVE: The fund seeks to maximize total return (capital appreciation and income) consistent with reasonable risk.

 

FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in bonds and other fixed-income securities and in derivatives and other instruments that have similar economic characteristics. The Fund may also seek to implement its investment strategies through investments in ETFs and other registered investment companies instead of direct investments through sub-advisers.

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Important Disclosure Information
This information does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security by anyone in any jurisdiction in which such offer or solicitation is not authorized, or in which the person making such offer is not qualified to do so, or to anyone to whom it is unlawful to make such an offer or solicitation, or to anyone in any jurisdiction outside the United States. Investors should consider the investment objectives, risks, charges and expenses before investing in any of the PFM Multi-Manager Series Trust (the “Trust”) portfolios (the “Funds”). This and other information about the Funds is available in the Funds’ current Prospectus and Statement of Additional Information which should be read carefully before investing. Each Fund is classified as diversified under the Investment Company Act of 1940, as amended (the “1940 Act”). Each Fund is a series of the Trust that was formed as a Delaware statutory trust on December 21, 2016 under an Agreement and Declaration of Trust (the “Trust Agreement”). The PFM Multi-Manager Domestic Equity Fund (the “Domestic Equity Fund”) will seek to provide long-term capital appreciation. The PFM Multi-Manager International Equity Fund (the “International Equity Fund”) will seek to provide long-term capital appreciation. The PFM Multi-Manager Fixed-Income Fund (the “Fixed-Income Fund”) will seek to maximize total return (capital appreciation and income) consistent with reasonable risk. An investment in a Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Funds are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly-owned subsidiary of PFM Asset Management LLC.

 

PFM Asset Management LLC (“PFMAM” or the “Adviser”) serves as the investment adviser to the Funds. As part of its management and oversight of the Funds, PFMAM selects investment advisers to serve as sub-advisers, and determines the allocation of each Fund’s assets among the selected sub-advisers. In its discretion, PFMAM may allocate no assets to a given sub-adviser. Each sub-adviser manages a portion of one or more of the Funds.