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PIMCO Global RealReturn-Wholesale

Ranked 25 out of 50 in - Global Inflation Linked over 12 months
All calculations are in AUD unless stated

Objective

To seek maximum long-term return, consistent with preservation of capital and prudent investment management. Principal investment both directly and indirectly (via other funds) in inflation-linked bonds issued by governments or their agencies and corporates. Inflation often appears quickly and unexpectedly, making it important for long-term investors to be prepared in all market environments. The fund aims to help investors protect their purchasing power against the effects of inflation by seeking real (inflation-adjusted) returns primarily from Global Inflation-Linked Bonds.

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

Performance

Global Inflation Linked over : 31/03/2017 - 31/03/2018
  • Rank 25/50 Total Return
  • Rank 25/50 Standard Deviation
  • Rank 12/50 Max Drawdown
Fund Name Currency Return
23 AXA WF Universal Inflation Bonds A C USD USD

3.4%

24 Morningstar Global Inflation Linked Secs (Hdg) Z

Currency exposure is hedged

Currency exposure is hedged

AUD

3.3%

25 PIMCO Global RealReturn-Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

3.1%

26 PIMCO GIS Global Real Return Inst USD Acc USD

2.9%

27 CGAM Real Return USD

2.9%

Fund Name Currency Risk
23 Danske Invest Globale Lange Indeksobl KL

Currency exposure is hedged

Currency exposure is hedged

DKK

4.0

24 Danske Invest Globale Lange Indeksobl- Akk DKK h

Currency exposure is hedged

Currency exposure is hedged

DKK

4.0

25 PIMCO Global RealReturn-Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

4.0

26 PIMCO GIS Global Real Return Inst USD Acc USD

4.1

27 NN (L) Global Infl Lkd Bd P Cap EUR Hiii

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

Fund Name Currency Loss
10 CGAM Real Return USD

-1.4%

11 Investin K Invest Indeksobligationer

Currency exposure is hedged

Currency exposure is hedged

DKK

-1.4%

12 PIMCO Global RealReturn-Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

-1.5%

13 BGF Global Inflation Linked Bond A2 USD USD

-1.6%

14 Danske Inv Glob Mel Indeksobl

Currency exposure is hedged

Currency exposure is hedged

DKK

-1.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.1%
2017 4.5% 1.4% -0.2% 0.7% 2.5%
2016 11.8% 4.0% 4.5% 4.5% -1.5%
2015 2.1% 2.9% -1.6% -0.6% 1.4%
2014 15.6% 3.4% 4.2% 5.1% 2.1%
2013 -5.2% 2.8% -7.6% 1.1% -1.2%
2012 12.5% 2.6% 4.3% 2.0% 3.1%
2011 17.0% 2.7% 3.9% 4.5% 5.0%
2010 11.0% 3.6% 2.8% 4.5% -0.2%
2009 17.5% 1.2% 5.9% 6.7% 2.8%
2008 -2.0% 5.0% 0.1% -3.8% -3.1%
2007 9.2% 0.8% -1.4% 4.9% 4.8%
2006 1.1% -1.7% 0.3% 3.4% -0.8%
2005 7.5% 1.0% 4.0% 1.6% 0.8%
2004 3.8% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date28/04/2004
  • Share Class size12Mn
  • Base currencyAUD
  • ISIN AU60ETL00204
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management0.51%
  • Initial investment0.51

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