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PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Ranked 53 out of 119 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Kiesel

Born in St. Joseph, Michigan, Mark Kiesel studied economics and finance at the University of Chicago and University of Michigan. He has been working at PIMCO for over sixteen years. He is currently based in the Newport Beach office, where he runs corporate bonds. He is a senior member of the investment strategy and responsible for corporate bond portfolio management group. Outside of work Mark is a sports dedicated person.

Objective

The investment objective of the Fund is to seek to maximise total return, consistent with preservation of capital and prudent investment management. The Fund will utilize a global investment grade credit strategy that seeks to deploy the Investment Advisors total return investment process and philosophy. This process includes both top-down and bottom-up decision-making inputs to help the portfolio management team to identify multiple sources of value.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018
  • Rank 53/119 Total Return
  • Rank 5/119 Standard Deviation
  • Rank 15/119 Max Drawdown
Fund Name Currency Return
51 Franklin Multi-Sector Credit Income I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

51 Templeton Global Bond Plus SIF I (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

53 PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

54 Credit Suisse (Lux) Floating Rate Credit IBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

0.0%

55 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

0.0%

Fund Name Currency Risk
3 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7

4 Deutsche Invest I Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

5 PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

6 European Wealth Enhanced Cash A Acc GBP GBP

0.9

7 Janus Henderson Inst Absolute Return Bond Y Acc GBP

1.0

Fund Name Currency Loss
13 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

14 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

15 PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

16 Focused SICAV - Global Bond (GBP hedged) F-Ukdist

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

17 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4%
2017 2.0% 0.9% 0.7% 0.7% -0.3%
2016 4.0% 1.5% 1.6% 1.1% -0.3%
2015 0.9% 1.7% -0.4% -0.7% 0.3%
2014 1.4% -0.1% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date28/02/2014
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00BJTCP043
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.49%
  • Initial investment0.49

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).