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PIMCO RealPath 2040 Fund;Institutional

Ranked 9 out of 52 in - Target Maturity 2040 USD over 12 months
All calculations are in USD unless stated

Managed by

Rahul Devgon

Graham Rennison

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 during the accumulation years and current income during the retirement years. The Fund seeks to achieve their investment objective by investing under normal circumstances a significant portion of their assets in Underlying Funds.

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

Performance

Target Maturity 2040 USD over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 9.8% 2.0% 2.6% 4.5% 0.4%
2015 -6.2% 3.0% -1.0% -9.8% 2.1%
2014 4.6% 1.5% 4.7% -2.4% 0.9%
2013 7.7% 4.2% -4.0% 4.1% 3.4%
2012 13.5% 5.1% 0.8% 4.9% 2.1%
2011 -1.6% 2.6% 1.5% -9.5% 4.4%
2010 13.6% 3.1% -2.6% 8.8% 4.0%
2009 35.7% -6.0% 21.0% 15.2% 3.6%
2008 -0.4% -8.8% -21.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/03/2008
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN US72201F3266

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.06%

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