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

Ranked 4 out of 14 in - Global Inflation Linked over 12 months
All calculations are in GBP

Managed by

Mihir Worah

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 : 30/11/2013 - 30/11/2014
  • Rank 4/14 Total Return
  • Rank 13/14 Standard Deviation
  • Rank 13/14 Max Drawdown
Fund Name Return
2 PIMCO GIS Global Real Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

8.4%

3 Schroder ISF Glo Inflation Linked Bd GBPH C Dis

Currency exposure is hedged

Currency exposure is hedged

8.3%

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

Currency exposure is hedged

Currency exposure is hedged

8.1%

5 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

7.9%

6 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

7.4%

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

Currency exposure is hedged

Currency exposure is hedged

1.3

11 PIMCO GIS Global Real Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

1.3

12 Royal London Global Index Linked A Inc

1.4

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

Currency exposure is hedged

Currency exposure is hedged

1.7

14 Legg Mason WA Glo Inflation-Linked LM Acc Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

1.8

Fund Name Loss
10 Royal London Global Index Linked A Inc

-2.0%

11 Legal & General Global Inflation Lnkd Bd Idx F Acc

-2.1%

12 Legg Mason WA Glo Inflation-Linked LM Acc Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

-2.8%

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

Currency exposure is hedged

Currency exposure is hedged

-3.0%

14 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-4.3%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.1% 4.4% -0.6%
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 size68Mn
  • Base currencyGBP
  • ISIN IE00B7LPQF93
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment6Mn
  • Min. additional investment0

Charges

  • Annual management0.7%

Related News

Pimco launches two low duration funds

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).