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PIMCO Inflation Response Multi-Asset Fund;Inst

Ranked 118 out of 328 in - Flexible USD over 12 months
All calculations are in USD unless stated

Managed by

Nic Johnson

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 to hedge inflation risks and target return opportunities that inflation dynamics may present. It invests in Treasury Inflation-Protected Securities, commodities, emerging market currencies, REITs and gold, and hedges against extreme market shocks.

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

Performance

Flexible USD over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 10.5% 5.3% 4.7% 1.6% -1.4%
2015 -6.8% 1.9% -1.3% -6.2% -1.1%
2014 1.6% 4.2% 5.0% -5.4% -1.8%
2013 -9.3% 0.4% -9.3% 1.8% -2.1%
2012 9.6% 3.2% 1.9% 4.8% -0.6%
2011 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/08/2011
  • Share Class size1,055Mn
  • Base currencyUSD
  • ISIN US72201W3372

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.36%

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