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PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Ranked 55 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 : 30/04/2014 - 30/04/2015
  • Rank 55/114 Total Return
  • Rank 62/114 Standard Deviation
  • Rank 48/114 Max Drawdown
Fund Name Return
53 FP CAF Fixed Interest A Acc

5.2%

54 Omnis Global Bond A

5.1%

55 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

4.9%

56 Newton International Bond GBP Inc

4.8%

57 SLI Glo SICAV Global Bond D GBP

4.8%

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

Currency exposure is hedged

Currency exposure is hedged

1.1

60 Aviva Investors Global Fixed Income Hedged

Currency exposure is hedged

Currency exposure is hedged

1.1

62 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

1.2

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

Currency exposure is hedged

Currency exposure is hedged

1.3

64 Thesis PM A Acc

1.3

Fund Name Loss
46 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.2%

47 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

-1.2%

48 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

-1.2%

49 F&C Global Bond 1 Inc

-1.3%

50 Old Mutual Global Strategic Bond A Inc

-1.4%

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

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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).