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PIMCO Balanced Income (CAN) Series A

Ranked 105 out of 240 in - Balanced CAD over 12 months
All calculations are in USD unless stated

Objective

The investment objective of the Fund is to maximize current income while providing long term capital appreciation. It invests primarily in a combination of fixed income and equity securities. Any change to the fundamental investment objective must be approved by a majority of votes cast at a meeting of unitholders called for that purpose.

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

Performance

Balanced CAD over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 3.9% 6.4%
2016 9.5% 6.6% 1.0% 1.8% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date19/10/2015
  • Share Class size49Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.90%

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