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PIMCO Total Return USD

Ranked 275 out of 324 in - Global over 12 months
All calculations are in EUR

Managed by

William H Gross

Bill Gross is a founding member of PIMCO. He has over 40 years of investment experience and is currently co-chief investment officer at PIMCO’s Newport office and is the lead manager on a number of funds. He is a graduate of Duke University and also gained an MBA from the University of California.

Objective

The PIMCO Total Return Fund and the Target Fund seek maximum total return, consistent with preservation of capital and prudent investment management. The PIMCO Total Return Fund and the Target Fund will use Barclays Capital U.S. Aggregate Index as their reference index. The PIMCO Total Return Fund seeks to achieve its objective by investing all or substantially all of its assets through a 'fund of funds' structure in the Target Fund.

Performance

Global over : 31/07/2013 - 31/07/2014
  • Rank 275/324 Total Return
  • Rank 297/324 Standard Deviation
  • Rank 260/324 Max Drawdown

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 5.5% 1.0% 2.6% 1.8%
2013 -6.9% 3.1% -4.9% -3.3% -1.9%
2012 6.7% -0.6% 7.5% 1.3% -1.5%
2011 7.5% -4.1% -0.7% 7.9% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Japan
  2. Luxembourg

Related News

Can fixed income confound expectations in 2014?

Where is the value for bond investors?

Gross reveals weapon of choice for bond wars

The bond star comes out guns blazing to defend his strategy as he reveals how investors can win the on-going bond wars.

Shares, bonds and gold fall as Fed firms QE exit

The FTSE 100 dropped 2.7% or 178 points to 6,172 as stock markets tumbled after comments by US central banker Ben Bernanke.

Bill Gross: five reasons why QE is failing

Donning his market stethoscope, PIMCO's bond star says zero-bound interest rates and QE are becoming as much of the problem as the solution and starving investors of oxygen.

Gross: beware the supernova credit explosion

Pimco bond guru Bill Gross warns time is running out for credit markets.  

Gross: inflationary dragons will breathe fire... so stay short duration

Despite the Federal Reserve's most recent pledge to keep rates near zero Pimco's Bill Gross has warned of the inflationary risk in holding longer dated bonds.

Bill Gross: forget history, the cult of equity is dying

PIMCO chief says the Siegel constant of 6.6% real equity appreciation is a 'historical freak' and policymakers will soon introduce 'inflationary solutions' to boost returns and yields.

Bill Gross: my intention is to alert you on QE

Pimco veteran bond investor warns his followers on the significant costs which may lay ahead if people assume cheap and abundant central bank credit is always a positive dynamic.

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