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PIMCO RealEstateRealReturn Strategy Fund;Inst

Ranked 36 out of 85 in - US Equity over 12 months
All calculations are in USD unless stated

Managed by

Jeremie Banet

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 maximum real return by investing under normal circumstances in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments.

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

Performance

US Equity over : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.8%
2016 9.3% 6.8% 6.2% -0.9% -2.7%
2015 4.4% 6.8% -9.8% 1.2% 7.1%
2014 38.2% 13.6% 12.3% -5.9% 15.0%
2013 -13.1% 6.7% -12.2% -2.7% -4.7%
2012 28.7% 11.6% 9.3% 2.2% 3.2%
2011 26.2% 8.6% 8.0% -9.6% 18.9%
2010 39.4% 11.0% 1.7% 17.3% 5.3%
2009 54.6% -30.0% 38.0% 42.9% 12.0%
2008 -47.2% 7.7% -6.3% -2.3% -46.4%
2007 -12.1% 4.8% -12.3% 6.2% -9.9%
2006 27.4% 11.0% -2.5% 11.9% 5.2%
2005 12.1% -8.2% 17.9% 2.8% 0.8%
2004 40.8% 16.8% -9.5% 12.2% 18.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/10/2003
  • Share Class size802Mn
  • Base currencyUSD
  • ISIN US72200Q2571

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.49%

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