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PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 45 out of 113 in - Global over 12 months
All calculations are in GBP

Managed by

Andrew Balls

Andrew Balls gained a bachelor’s degree from Oxford University and a master’s degree from Harvard University. He is currently a managing director at PIMCO’s London office and leads the European investment team. Before he joined PIMCO in 2006, he had been working at the Financial Times as editor of the US Lex column and as chief economics correspondent in Washington, DC for eight years. He also worked at Newport Beach and served as a global portfolio manager and global strategist. He has 11 years of investment and financial market experience.

Sachin Gupta

Lupin Rahman

Objective

The investment objective of the Global Advantage Fund is to seek maximum long-term return, consistent with preservation of capital and prudent investment management. The Fund seeks to achieve its investment objective by investing 80% of its assets in a diversified portfolio of Fixed Income Instruments that are economically tied to at least three countries (one of which may be the United States).

Performance

Global over : 30/11/2013 - 30/11/2014
  • Rank 45/113 Total Return
  • Rank 55/113 Standard Deviation
  • Rank 50/113 Max Drawdown
Fund Name Return
43 Loomis Sayles Strategic Income Fund H-N/D(GBP)

Currency exposure is hedged

Currency exposure is hedged

6.3%

44 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

6.2%

45 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

6.1%

46 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

6.0%

46 Amundi Fds Bond Global Aggregate - RHG (C)

6.0%

Fund Name Risk
55 Old Mutual Global Bond A GBP Inc

0.9

55 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

0.9

57 Legg Mason Brandywine Gl Inc Opt A D M Hdg + e GBP

Currency exposure is hedged

Currency exposure is hedged

0.9

Fund Name Loss
48 PIMCO Select Global Bond Ret GBP Acc

-0.9%

49 New Capital Total Return Bond Non Distributor GBP

-0.9%

50 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

-0.9%

50 Fidelity FAST Fixed Income Div Alpha I-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged

-0.9%

50 Hume Global Bond Fund GBP

-0.9%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.2% 2.8% 0.2%
2013 -2.0% 2.8% -3.8% -0.6% -0.2%
2012 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date11/07/2012
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN IE00B7JV2X91
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment6Mn
  • Min. additional investment0

Charges

  • Annual management0.7%

Related News

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