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PIMCO GIS StocksPLUS Inst USD Acc

Ranked 1 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Objective

The fund seeks to achieve a total return which exceeds the total return performance of the Standard & Poor's 500 Composite Stock Price Index (S&P 500). The fund invests primarily in a range of derivatives in order to gain exposure to the returns of the S&P 500. These derivatives are supported by a wide range of short-term fixed income securities (which are loans that pay a fixed or variable rate of interest) issued by companies or the US government. The fund will invest in derivative instruments (such as futures, options and swaps) in addition to or instead of directly in these securities in order to replicate the performance and exceed the total returns of the S&P 500. The derivative return is linked to movements in the underlying asset.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.8%
2018 0.0% -4.6% 9.6% 9.1% -12.3%
2017 11.6% 5.0% -0.8% 1.3% 5.8%
2016 34.1% 3.4% 10.6% 7.4% 9.1%
2015 6.2% 6.8% -5.7% -4.2% 10.1%
2014 20.5% 1.3% 2.6% 6.6% 8.8%
2013 30.3% 18.8% 2.4% -1.0% 8.2%
2012 15.6% 11.2% -0.3% 4.8% -0.5%
2011 1.1% 4.2% 0.1% -14.1% 12.9%
2010 20.6% 13.2% -10.1% 6.3% 11.5%
2009 20.9% -12.2% 6.5% 22.3% 5.7%
2008 -20.3% -9.2% -3.1% -3.9% -5.7%
2007 4.7% 0.6% 3.2% 1.3% -0.5%
2006 0.5% 2.8% -8.1% 4.6% 1.6%
2005 15.9% -1.1% 7.0% 4.4% 4.9%
2004 3.1% -0.7% 2.5% -1.4% 2.8%
2003 16.3% -0.7% 10.5% 2.0% 3.9%
2002 -28.7% 2.6% -19.0% -19.5% 6.5%
2001 -9.6% -6.8% 7.9% -18.7% 10.7%
2000 -2.0% 3.0% 2.3% 1.9% -8.7%
1999 24.4% 8.4% 8.7% -9.8% 16.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/12/1998
  • Share Class size2,378Mn
  • Base currencyUSD
  • ISIN IE0002459539

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

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