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PIMCO Real Return Fund;Institutional

Ranked 18 out of 55 in - US Dollar Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Jeremie Banet

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 maximize real return consistent with preservation of real capital and prudent investment management. The Fund is an actively managed bond portfolio that invests primarily in inflation indexed securities.

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

Performance

US Dollar Inflation Linked over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 4.9% 4.1% 1.9% 1.4% -2.5%
2015 -2.8% 1.6% -1.7% -1.8% -0.9%
2014 3.4% 2.2% 4.2% -2.2% -0.7%
2013 -9.1% 0.0% -8.3% 1.3% -2.1%
2012 9.4% 1.7% 3.6% 2.8% 1.1%
2011 11.5% 1.9% 3.3% 3.3% 2.5%
2010 7.8% 1.3% 3.9% 3.5% -1.0%
2009 19.0% 6.1% 4.0% 5.5% 2.2%
2008 -6.4% 5.6% -0.8% -5.8% -5.1%
2007 11.7% 2.6% -2.0% 5.4% 5.5%
2006 0.5% -1.7% 0.5% 3.0% -1.3%
2005 1.6% -0.3% 2.9% 0.2% -1.2%
2004 6.6% 5.3% -3.0% 3.9% 0.5%
2003 6.5% 2.2% 3.8% 0.8% -0.4%
2002 16.1% 1.3% 5.6% 8.4% 0.1%
2001 8.8% 4.7% 2.3% 3.2% -1.6%
2000 12.0% 4.4% 2.4% 2.1% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/01/1997
  • Share Class size5,867Mn
  • Base currencyUSD
  • ISIN US6933911041

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%

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