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PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 76 out of 118 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 : 31/05/2014 - 31/05/2015
  • Rank 76/118 Total Return
  • Rank 60/118 Standard Deviation
  • Rank 47/118 Max Drawdown
Fund Name Return
75 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

2.1%

76 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

2.0%

77 Dimensional Global Short Fixed Income GBP Dis

1.8%

78 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

1.8%

Fund Name Risk
58 Legg Mason Global Multi Strategy Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

1.0

59 Invesco Perpetual Glbl Financial Cap Acc

1.0

60 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

1.1

60 Amundi Fds Bond Global Aggregate - RHG (C)

Currency exposure is hedged

Currency exposure is hedged

1.1

62 Old Mutual Global Strategic Bond GBP R Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

1.1

Fund Name Loss
46 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

-1.5%

47 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

-1.5%

48 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

-1.5%

49 PIMCO GIS Capital Securities Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 2.7%
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. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date11/07/2012
  • Share Class size12Mn
  • 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).