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PIMCO GIS Global Multi-Asset Inst USD Acc

Ranked 10 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Geraldine Sundstrom

Mihir Worah

Mihir Worah is CIO Asset Allocation and Real Return and a managing director at PIMCO in the Newport Beach office. He is a member of the investment committee and the executive committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford linear accelerator center, where he built models to explain the difference between matter and anti-matter. In 2012 he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. He has over 14 years of investment experience and holds a Ph.D. in theoretical physics from the University of Chicago.

Objective

the investment objective of the Fund seeks to maximise total return, consistent with preservation of capital and prudent investment management, this amendment is intended to provide the Fund with greater flexibility, through investments in other funds that hold equity or equity-related securities, to meet this investment objective. The Fund will typically invest 20% to 80% of its net assets in equity or equity-related securities, and which may include investments in other Funds of the Company (Class Z Shares only) or collective investment schemes (as outlined above and in accordance with the requirements of the Central Bank) that primarily invest in equity or equity-related securities. These may include, but are not limited to, common stock, preferred stock, securities convertible into equity securities or equity exchange-traded funds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 0.7% -4.4% 6.2% 3.6% -4.3%
2017 4.3% 3.4% -1.2% -0.1% 2.2%
2016 24.3% 0.8% 9.1% 7.2% 5.5%
2015 4.8% 9.2% -5.9% -3.7% 5.9%
2014 14.3% 0.0% 2.6% 5.7% 5.4%
2013 -9.0% 7.4% -7.9% -5.8% -2.4%
2012 5.0% 3.2% -1.3% 2.4% 0.7%
2011 -1.0% 1.7% 0.4% -5.5% 2.7%
2010 15.5% 9.1% -3.5% 5.2% 4.3%
2009 14.2% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Italy
  9. Korea
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date15/04/2009
  • Share Class size239Mn
  • Base currencyUSD
  • ISIN IE00B639QY17

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • Initial investment0.95%

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