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PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 41 out of 135 in - Global over 12 months
All calculations are in GBP unless stated

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

Sachin Gupta is an executive vice president and global portfolio manager at PIMCO in the Newport Beach office, and head of the global desk. He is a member of the European portfolio committee and a rotating member of the Asia-Pacific portfolio committee. Previously, he was in PIMCO's London office managing European LDI portfolios. Before that, he was part of PIMCO’s global portfolio management team in the Singapore office. In these roles, he focused on investments in government bonds, sovereign credit derivatives and interest rate derivatives across global markets. Prior to joining PIMCO in 2003, he was in the fixed income and currency derivatives group at ABN AMRO Bank. He has over 18 years of investment experience and holds an MBA from XLRI, India. He received an undergraduate degree from Indian Institute of Technology, Delhi.

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).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/10/2015 - 31/10/2016
  • Rank 41/135 Total Return
  • Rank 74/135 Standard Deviation
  • Rank 16/135 Max Drawdown
Fund Name Currency Return
39 Legg Mason WA HY Credit Energy Inst GBP QH

Currency exposure is hedged

Currency exposure is hedged

GBP

15.6%

40 Invesco Perpetual Global Bond Inc GBP

15.3%

41 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

13.5%

42 M&G Alpha Opportunity A GBP Inc GBP

10.9%

43 L&G Buy and Maintain Credit Z Inc GBP GBP

10.8%

Fund Name Currency Risk
72 Henderson High Alpha Credit I Acc Gross GBP

4.9

73 Janus Global Flexible Income U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0

74 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0

75 Legg Mason Brandywine Gl FI A GBP Inc (S) H (AH)

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1

76 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1

Fund Name Currency Loss
14 Ruffer Sicav-Ruffer Fixed Income-C-GBP-Dist GBP

-0.6%

15 AB SICAV I-Diversified Yield Plus Pf I2 GBP GBP

-0.7%

16 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

16 Dimensional Global Short Fixed Income GBP Dis GBP

-0.7%

18 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 3.8% 4.5% 3.5%
2015 -1.4% 2.7% -3.5% -1.6% 1.2%
2014 5.7% 2.2% 2.8% 0.2% 0.4%
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. Chile
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date11/07/2012
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN IE00B7JV2X91
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment6Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Related News

How would eurozone QE affect global bonds?

Pimco is tipping emerging market sovereigns as a beneficiary of any ECB-led quantitative easing (QE).

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