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PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Ranked 13 out of 14 in - Global Inflation Linked over 12 months
All calculations are in GBP

Managed by

Mihir Worah

Mihir Worah is CIO Asset Allocation and Real Return and a managing director at PIMCO in the Newport Beach office. He is a member of the investment committee and the executive committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford linear accelerator center, where he built models to explain the difference between matter and anti-matter. In 2012 he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. He has over 14 years of investment experience and holds a Ph.D. in theoretical physics from the University of Chicago.

Objective

The investment objective of the Global Advantage Real Return Fund is to seek to maximise real return, consistent with preservation of real capital and prudent investment management. The Fund seeks to achieve its objective by investing at least 70% of its net assets in global, developed and emerging market, local currency inflation-indexed bonds.

Performance

Global Inflation Linked over : 31/07/2014 - 31/07/2015
  • Rank 13/14 Total Return
  • Rank 13/14 Standard Deviation
  • Rank 13/14 Max Drawdown
Fund Name Return
10 Legal & General Global Inflation Lnkd Bd Idx F Acc

-0.2%

11 PIMCO GIS Global Low Dur Real Rtn Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-2.1%

12 Fidelity Funds - Global Infl-lnk Bond A-GBP H

Currency exposure is hedged

Currency exposure is hedged

-3.0%

13 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

-4.9%

14 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-7.8%

Fund Name Risk
10 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

1.7

10 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

1.7

12 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

1.8

13 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

2.1

14 CGAM Real Return

2.5

Fund Name Loss
10 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

-3.5%

11 Standard Life Inv Global Index Linked Bd Ret Acc

Currency exposure is hedged

Currency exposure is hedged

-3.8%

12 CGAM Real Return

-5.7%

13 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

-7.2%

14 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-7.9%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 0.3% -2.9%
2014 6.4% 3.1% 4.4% -0.6% -0.5%
2013 -9.8% 3.6% -8.3% -2.6% -2.5%
2012 1.9% 3.4% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Singapore
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date15/02/2012
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN IE00B7LPQF93
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment6Mn
  • Min. additional investment0

Charges

  • Annual management0.7%

Related News

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US bond giant unveils new strategies for two of its recently appointed deputy chief investment officers.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).