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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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William H Gross

William H Gross

About 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.

Are you William H Gross?

Citywire Rating: A rated

2011

  • MRated AA in May 2011
  • JRated AA in Jun 2011
  • JRated AA in Jul 2011
  • ARated AAA in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AAA in Dec 2011

2012

  • JRated AAA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated A in Sep 2014

Performance

over : 31/08/2013 - 31/08/2014
Rank 11/13 Bonds - US Dollar
Manager Return
10 Sheila Huang 2.3%
11 William H Gross 1.6%
12 David Oliphant -0.3%
13 Jeffrey Gundlach -0.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.9% 0.6% 1.0% 1.3%
2013 -3.6% 3.8% -4.0% -2.1% -1.2%
2012 6.1% 0.9% 3.7% 0.8% 0.7%
2011 3.4% -0.9% 2.4% 0.1% 1.8%
2010 7.3% 2.8% 2.3% 3.7% -1.6%
2009 2.5% 1.5% 1.0%

Related News

Pimco Total Return suffers $23.5bn record monthly outflow

The Pimco Total Return fund saw $23.5 billion of withdrawals last week, following the shock departure of manager Bill Gross.

Mercer downgrades five Pimco funds after Gross exit

Pensions consultant Mercer Investment Management has cut its rating on five Pimco funds following the exit of Bill Gross.

Red flags: what warning signs send you running from a fund?

What are the danger signals that deter discretionary managers from buying in to a fund?

Bill Gross: now is not time to be greedy

The world’s biggest bond manager says the US and other developed economies’ growth might be challenge as available credit begins to dry up.

Pimco names six deputy CIOs in management reshuffle

Following the high profile departure of Mohamed El-Erian, the Californian group announces several key changes.

Pimco's El-Erian to quit US bond giant

Californian investment firm appoints leadership team to fill void left by out-going co-chief investment officer.

Can fixed income confound expectations in 2014?

Where is the value for bond investors?

Bill Gross: how to avoid being a loser in 2014

Following his worst year in almost two decades, Pimco's Gross says being on the right side of the bond 'seesaw' will make or break investors this year.

Bill Gross slams central banks’ ‘desperate gamble’

The PIMCO bond veteran says investors are wrongly being pushed to riskier assets in the belief of perpetually supportive policy rates.

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.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.