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PIMCO Real Return Limited Duration Fund;Inst

Ranked 42 out of 210 in - US Dollar Short Term 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 maximum real return, consistent with preservation of capital and prudent investment management. The Fund invests at least 80% of its net assets in a inflation- indexed securities of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations.

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

Performance

US Dollar Short Term over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.6%
2016 3.8% 2.2% 0.5% 1.2% -0.1%
2015 -1.7% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2015
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN US72202E6178

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.19%

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