Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 47 out of 114 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 : 31/10/2013 - 31/10/2014
  • Rank 47/114 Total Return
  • Rank 57/114 Standard Deviation
  • Rank 60/114 Max Drawdown
Fund Name Return
45 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

4.8%

46 Templeton Global Bond A (Mdis) GBP

4.6%

47 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

4.5%

48 Ruffer Sicav-Ruffer Fixed Income-C-GBP-Dist

4.5%

49 Thesis PM A Acc

4.4%

Fund Name Risk
55 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

1.0

55 F&C Macro Global Bond £ A GBP Inc

1.0

57 Old Mutual Global Strategic Bond GBP A Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

1.0

57 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

1.0

59 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

1.0

Fund Name Loss
58 PIMCO GIS Capital Securities Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

59 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

-1.7%

60 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

-1.8%

61 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

-1.9%

62 F&C Macro Global Bond £ A GBP Inc

-2.0%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 6.4% 2.2% 2.8% 0.2% 1.1%
2013 -2.0% 2.8% -3.8% -0.6% -0.2%
2012 1.4% 0.2% 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

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 GBP).