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PIMCO Income Fund;Institutional

Ranked 75 out of 366 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Daniel Ivascyn

Daniel Ivascyn is group chief investment officer and a managing director at PIMCO in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's executive committee and a member of the investment committee. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has over 23 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

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 to maximize current income. The Fund typically invests at least 65% of its total assets in a multi-sector portfolio of fixed income instruments of varying maturities. The Fund will generally allocate its assets among several investment sectors.

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

Performance

US Dollar over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -0.4%
2017 8.6% 2.9% 2.3% 2.1% 1.1%
2016 8.7% 1.8% 2.4% 2.8% 1.4%
2015 2.6% 1.9% 1.0% -0.9% 0.5%
2014 7.2% 3.1% 3.3% 0.8% -0.1%
2013 4.8% 2.8% -1.3% 1.8% 1.5%
2012 22.2% 5.3% 3.2% 8.2% 3.9%
2011 6.4% 4.0% 1.5% -0.5% 1.3%
2010 20.5% 5.4% 4.8% 7.7% 1.3%
2009 19.2% -2.4% 7.6% 9.7% 3.6%
2008 -5.4% -0.1% -1.6% -2.4% -1.5%
2007 -0.5% 2.8% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/03/2007
  • Share Class size56,064Mn
  • Base currencyUSD
  • ISIN US72201F4900

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%

Related News

Rise, fall…and rise again: where Pimco’s Total Return fund stands

Three years after Bill Gross's departure, how has the Total Return fund fared?

Taking the reins at PIMCO: Dan Ivascyn

Stepping into the biggest shoes in fund management, Dan Ivascyn is quietly confident. PIMCO’s group CIO explains how he plans to live up to the legacy of Bill Gross.

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