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PIMCO Fixed Income SHares Series R

Ranked 7 out of 55 in - US Dollar Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

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 Fund seeks maximum total return consistent with the preservation of capital by normally investing at least 80% of the its net assets in Treasury Inflation Protected Securities or TIPS.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Inflation Linked over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 5.7% 3.0% 2.3% 2.1% -1.8%
2015 -3.5% 1.7% -1.5% -3.0% -0.7%
2014 3.5% 2.1% 5.4% -2.1% -1.8%
2013 -7.3% 0.5% -7.8% 1.8% -1.7%
2012 12.1% 2.1% 4.9% 3.3% 1.3%
2011 20.8% 3.8% 5.5% 5.4% 4.7%
2010 10.3% 2.2% 3.9% 5.9% -1.9%
2009 23.0% 8.1% 4.2% 6.8% 2.2%
2008 -5.5% 6.9% -0.8% -5.6% -5.8%
2007 15.1% 2.9% -2.8% 7.7% 6.9%
2006 0.1% -1.6% 0.7% 3.2% -2.2%
2005 2.6% 0.1% 3.0% 0.2% -0.7%
2004 4.0% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/04/2004
  • Share Class size161Mn
  • Base currencyUSD
  • ISIN US01882B4032

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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