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PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 35 out of 114 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.

Pramol Dhawan

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 : 31/01/2017 - 31/01/2018
  • Rank 35/114 Total Return
  • Rank 69/114 Standard Deviation
  • Rank 54/114 Max Drawdown
Fund Name Currency Return
33 AG World Credit Bond A SInc Hedged GBP GBP

3.5%

34 Scottish Widows Cautious Portfolio A Acc GBP

3.2%

35 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

36 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

37 Aviva Investors Global Aggregate MoM 1 SC 2 GBP

2.9%

Fund Name Currency Risk
67 FP Octopus Fixed Income B Acc GBP

2.8

68 StrattonStreet UCITS-Next Gen Gl Bond Fd UI QDGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

69 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

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

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

71 Quaero Capital Funds Yield Opportunities C GBP Dis GBP

3.3

Fund Name Currency Loss
53 BGF Global Government Bond Fund A3 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

54 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

55 Chinook Global Convertible Bond R GBP Acc GBP

-1.2%

55 Barclays GA - Global Government Bond M Inc GBP GBP

-1.2%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.9% 2.4% -0.3% 1.1% 0.7%
2016 11.2% 3.8% 4.5% 3.5% -0.9%
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 size28Mn
  • 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).