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PIMCO GIS Inflation Strategy E Acc USD

Ranked 50 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's investment objective is to preserve the real value of capital through prudent investment management. The Fund will be managed actively and will predominantly invest in a diversified portfolio of inflation-related assets. The Fund seeks to achieve its objective by investing in a combination of global inflation-related Fixed Income Instruments, emerging market bonds and currencies, equities and equity related securities, and commodity and property related instruments. Exposure to such assets may be achieved through direct investment or through the use of financial derivative instruments.

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

Performance

US Dollar Inflation Linked over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.6%
2016 3.7% 3.2% 3.8% 0.7% -3.9%
2015 -9.8% 0.8% -2.1% -8.1% -0.5%
2014 3.6% 4.7% 5.3% -5.7% -0.4%
2013 -8.9% 1.1% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/02/2013
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN IE00B8JZPJ59

Purchase Info

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

Charges

  • Annual management2.10%
  • Initial investment0

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