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PIMCO Mortgage Opportunities Fund;Institutional

Ranked 5 out of 64 in - US Dollar Mortgages over 12 months
All calculations are in USD unless stated

Managed by

Joshua Anderson

Daniel H. Hyman

Alfred T. Murata

Alfred T. Murata is a managing director and portfolio manager at Pimco's Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitised strategies. Prior to joining Pimco in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko Financial Technologies. He has 18 years of investment experience and holds a Ph.D. in engineering economic systems and operations research from Stanford University. He also earned a J.D. from Stanford Law School and is a member of the State Bar of California.

Objective

The Fund seeks maximum long-term return, consistent with prudent investment management. The Fund will invest at least 80% of its net assets in a portfolio of mortgaged-related assets, including Agency residential and commercial mortgage-backed securities and private label residential and commercial MBS.

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

Performance

US Dollar Mortgages over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.3%
2017 5.5% 1.5% 1.8% 1.6% 0.4%
2016 4.9% 0.9% 2.0% 1.7% 0.2%
2015 2.7% 1.3% 0.6% 0.6% 0.1%
2014 5.3% 2.1% 1.6% 0.7% 0.7%
2013 3.5% 2.0% -1.1% 1.4% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/10/2012
  • Share Class size3,548Mn
  • Base currencyUSD
  • ISIN US72201U6385

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%

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