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PIMCO GIS Global Bond ESG E USD Inc

Ranked 857 out of 1147 in - Global over 3 months
All calculations are in USD unless stated

Managed by

Andrew Balls

Andrew Balls gained a bachelor’s degree from Oxford University and a master’s degree from Harvard University. He is currently a managing director at PIMCO’s London office and leads the European investment team. Before he joined PIMCO in 2006, he had been working at the Financial Times as editor of the US Lex column and as chief economics correspondent in Washington, DC for eight years. He also worked at Newport Beach and served as a global portfolio manager and global strategist. He has 11 years of investment and financial market experience.

Sachin Gupta

Sachin Gupta is an executive vice president and global portfolio manager at PIMCO in the Newport Beach office, and head of the global desk. He is a member of the European portfolio committee and a rotating member of the Asia-Pacific portfolio committee. Previously, he was in PIMCO's London office managing European LDI portfolios. Before that, he was part of PIMCO’s global portfolio management team in the Singapore office. In these roles, he focused on investments in government bonds, sovereign credit derivatives and interest rate derivatives across global markets. Prior to joining PIMCO in 2003, he was in the fixed income and currency derivatives group at ABN AMRO Bank. He has over 18 years of investment experience and holds an MBA from XLRI, India. He received an undergraduate degree from Indian Institute of Technology, Delhi.

Alex Struc

Objective

The investment objective of the Fund is to seek to maximise total return, consistent with preservation of capital and prudent investment management. The Fund invests at least two-thirds of its assets in a diversified portfolio of Fixed Income Instruments denominated in major world currencies. The average portfolio duration of this Fund will normally vary within three years (plus or minus) of the Bloomberg Barclays Global Aggregate Index. The Bloomberg Barclays Global Aggregate Index provides a broad-based measure of the global investment-grade fixed income markets.

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

Performance

Global over : 31/05/2017 - 31/08/2017
  • Rank 857/1147 Total Return
  • Rank 245/1147 Standard Deviation
  • Rank 843/1147 Max Drawdown
Fund Name Currency Return
855 LF Total Return Bond A USD USD

1.3%

855 Allianz SFIO PIMCO Income

Currency exposure is hedged

Currency exposure is hedged

PLN

1.3%

857 GAM Star Cat Bond USD Acc USD

1.3%

857 PIMCO GIS Global Bond ESG E USD Inc USD

1.3%

857 BlackRock WF-International Bond

Currency exposure is hedged

Currency exposure is hedged

AUD

1.3%

Fund Name Currency Risk
244 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.0

245 PIMCO GIS Global Bond ESG E USD Inc USD

2.0

245 UBS (CH) Bond Fund - Global (CHF) P

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

245 PIMCO Global Bond-Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

2.0

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date12/01/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BYXVW230

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.42%

Related News

Pimco’s Balls outlines ESG bond fund ambitions

Global bonds chief intends to further build up investment style’s mainstream credentials.

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