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PIMCO Select Global Bond Ret GBP Acc

Ranked 61 out of 121 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.

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.

Lorenzo Pagani

Dr. Lorenzo Pagani is a managing director and portfolio manager in PIMCO's Munich office and head of the European government bond and European rates desk. He is also a member of the European portfolio committee and a member of the counterparty risk committee. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He has 10 years of investment experience and holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.

Objective

The investment objective of the Global Bond Fund is to seek to maximise total return, consistent with preservation of capital and prudent investment management. The Fund will primarily invest in an actively managed, diversified portfolio of Fixed Income Instruments (as defined in full in the Prospectus) denominated in major world currencies and consisting of fixed and floating rate bonds issued by corporations, international or supranational agencies and sovereign governments, their sub-divisions, agencies or instrumentalities, securitized bonds, and money market securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2015 - 30/04/2016
  • Rank 61/121 Total Return
  • Rank 37/121 Standard Deviation
  • Rank 35/121 Max Drawdown
Fund Name Currency Return
59 Hermes Multi Strategy Credit F GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

60 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

61 PIMCO Select Global Bond Ret GBP Acc GBP

1.2%

62 Barclays GA - Global Government Bond M Inc GBP GBP

1.2%

63 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

1.2%

Fund Name Currency Risk
35 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

36 MITwentyFour Monument Bond A Acc GBP

3.1

37 PIMCO Select Global Bond Ret GBP Acc GBP

3.1

38 Aviva Investors Global Fixed Income Hedged SC 3

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

39 JPM Global ex-UK Bond A Acc GBP

3.2

Fund Name Currency Loss
33 Hume Global Bond Fund GBP GBP

-2.3%

34 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

35 PIMCO Select Global Bond Ret GBP Acc GBP

-2.4%

36 NatWest Global Investment Grade Bond S2 GBP

-2.5%

37 Invesco Perpetual Global Bond Inc GBP

-2.6%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.6%
2015 0.2% 2.4% -3.1% 0.5% 0.4%
2014 7.5% 2.2% 2.0% 0.6% 2.6%
2013 -1.6% 0.9% -3.2% 0.3% 0.4%
2012 9.3% 1.5% 1.5% 4.9% 1.2%
2011 8.2% -0.2% 2.0% 3.3% 2.9%
2010 2.7% -2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date30/06/2010
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN IE00B4Q1XW75

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.39%

Related News

Pimco targets 5% yield with bond fund launch for AA-rated Amey

Pimco is seeking to capitalise on opportunities in the UK fixed income market with a new fund for Citywire AA-rated Mike Amey.

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