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PIMCO GIS Income RCl GBP Hgd Inc

Ranked 10 out of 48 in - Global Flexible over 12 months
All calculations are in GBP unless stated

Managed by

Joshua Anderson

Joshua Anderson is a managing director and portfolio manager on the income team in Pimco's Newport Beach office. He also leads the global asset-backed securities portfolio management team and supports the firm's opportunistic strategies. He previously oversaw Pimco's European opportunistic investments across public and private mortgages, real estate and specialty finance markets. Prior to joining Pimco in 2003, he was an analyst at Merrill Lynch covering both the residential ABS and collateralized debt obligation sectors. He has 23 years of investment experience and holds an MBA from the State University of New York, Buffalo.

Daniel Ivascyn

Daniel Ivascyn is group chief investment officer and a managing director at PIMCO in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's executive committee and a member of the investment committee. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has over 23 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

Alfred T. Murata

Alfred T. Murata is a managing director and portfolio manager at Pimco's Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitised strategies. Prior to joining Pimco in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko Financial Technologies. He has 18 years of investment experience and holds a Ph.D. in engineering economic systems and operations research from Stanford University. He also earned a J.D. from Stanford Law School and is a member of the State Bar of California.

Objective

The primary investment objective of the Fund is to seek high current income, consistent with prudent investment management. Long-term capital appreciation is a secondary objective. The Fund will utilise a global multi-sector strategy that seeks to combine the Investment Advisors total return investment process and philosophy with income maximization. Portfolio construction is founded on the principle of diversification across a broad range of global fixed income securities. Top-down and bottom-up strategies are used to identify multiple sources of value to generate consistent returns.

Showing fund performance in United Kingdom View performance globally

Performance

Global Flexible over : 31/03/2018 - 31/03/2019
  • Rank 10/48 Total Return
  • Rank 11/48 Standard Deviation
  • Rank 8/48 Max Drawdown
Fund Name Currency Return
8 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7%

9 PGIM Multi Asset Credit GBP I Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4%

10 PIMCO GIS Income RCl GBP Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1%

11 Jupiter Dynamic Bond L GBP Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1%

12 Amundi Oblig Internationales GBP I GBP

2.0%

Fund Name Currency Risk
9 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

10 Janus Henderson HF Total Return Bond Z2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

11 PIMCO GIS Income RCl GBP Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

12 T. Rowe Dynamic Global Bond C Acc GBP GBP

2.6

13 Mirabaud-Global Strategic Bond Fund-AH Cap GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

13 PGIM Multi Asset Credit GBP I Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

Fund Name Currency Loss
6 AB SICAV I-Global Dynamic Bond Pf I2 GBP GBP

-1.4%

7 MFS Meridian Funds-Global Opportunistic Bd IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

8 PIMCO GIS Income RCl GBP Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

9 PIMCO GIS Diversified Income Inst GBP Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

9 Acumen Bond Portfolio X Acc GBP

-1.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.0%
2018 -1.6% -0.7% -1.0% 0.1% 0.0%
2017 5.8% 2.2% 1.7% 1.4% 0.4%
2016 7.5% 1.2% 2.3% 2.8% 1.0%
2015 2.9% 2.0% 0.8% -0.7% 0.7%
2014 7.3% 3.3% 3.1% 0.7% 0.0%
2013 4.6% 3.1% -1.6% 1.6% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/11/2012
  • Share Class size46Mn
  • Base currencyUSD
  • ISIN IE00B8XXWP07
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

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