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PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 97 out of 120 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

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.

Lupin Rahman

Lupin Rahman is an executive vice president and PIMCO's global head of sovereign credit in the London office on the emerging markets (EM) portfolio management team. She focuses on managing strategies covering external, local and FX markets within EM asset space and specializes in sovereign credit, monetary and FX policy analysis. Prior to joining PIMCO in 2008 she spent five years at the International Monetary Fund as an emerging markets macroeconomist focusing on debt sustainability, exchange rate assessments and crisis vulnerability. Before joining the IMF, she worked for the World Bank, the Centre for Economic Performance and STICERD (the Suntory and Toyota International Centres for Economics and Related Disciplines). She has over 17 years of investment experience and holds a Ph.D. in economics from the London School of Economics.


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).


Global over : 31/10/2014 - 31/10/2015
  • Rank 97/120 Total Return
  • Rank 60/120 Standard Deviation
  • Rank 64/120 Max Drawdown
Fund Name Risk
58 Waverton Global Bond A GBP


59 Aviva Investors Global Fixed Income Hedged SC 3

Currency exposure is hedged

Currency exposure is hedged


60 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged


61 Scottish Widows Cautious Portfolio A Acc


62 F&C Global Bond 1 Inc


Fund Name Loss
62 Invesco Perpetual Global Bond Inc


63 F&C Global Bond 1 Inc


64 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged


65 Marlborough Global Bond Inc


66 Janus Global Investment Grade Bond I GBP Inc Hgd

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 2.7% -3.5% -1.6%
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 size11Mn
  • Base currencyGBP
  • ISIN IE00B7JV2X91
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment6Mn
  • Min. additional investment0


  • 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 GBP).