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PIMCO Glob Advantage Strategy Bd Srs A

Ranked 63 out of 147 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Andrew Balls

Andrew Balls gained a bachelor’s degree from Oxford University and a master’s degree from Harvard University. He is currently a managing director at PIMCO’s London office and leads the European investment team. Before he joined PIMCO in 2006, he had been working at the Financial Times as editor of the US Lex column and as chief economics correspondent in Washington, DC for eight years. He also worked at Newport Beach and served as a global portfolio manager and global strategist. He has 11 years of investment and financial market experience.

Sachin Gupta

Sachin Gupta is an executive vice president and global portfolio manager at PIMCO in the Newport Beach office, and head of the global desk. He is a member of the European portfolio committee and a rotating member of the Asia-Pacific portfolio committee. Previously, he was in PIMCO's London office managing European LDI portfolios. Before that, he was part of PIMCO’s global portfolio management team in the Singapore office. In these roles, he focused on investments in government bonds, sovereign credit derivatives and interest rate derivatives across global markets. Prior to joining PIMCO in 2003, he was in the fixed income and currency derivatives group at ABN AMRO Bank. He has over 18 years of investment experience and holds an MBA from XLRI, India. He received an undergraduate degree from Indian Institute of Technology, Delhi.

Lupin Rahman

Lupin Rahman is an executive vice president and PIMCO's global head of sovereign credit in the London office on the emerging markets (EM) portfolio management team. She focuses on managing strategies covering external, local and FX markets within EM asset space and specializes in sovereign credit, monetary and FX policy analysis. Prior to joining PIMCO in 2008 she spent five years at the International Monetary Fund as an emerging markets macroeconomist focusing on debt sustainability, exchange rate assessments and crisis vulnerability. Before joining the IMF, she worked for the World Bank, the Centre for Economic Performance and STICERD (the Suntory and Toyota International Centres for Economics and Related Disciplines). She has over 17 years of investment experience and holds a Ph.D. in economics from the London School of Economics.

Objective

The investment objective of the Fund is to achieve maximum total return, consistent with preservation of capital and prudent investment management. It invests primarily in non-Canadian dollar Fixed Income Instruments of varying maturities. 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

Global Flexible over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 3.3% 4.4%
2016 7.2% 8.0% 1.5% 1.6% -3.7%
2015 -15.8% -5.3% -0.9% -8.2% -2.3%
2014 -2.9% -0.6% 6.1% -4.6% -3.5%
2013 -7.5% -1.3% -6.8% 2.9% -2.4%
2012 7.2% 2.9% -0.5% 4.5% 0.1%
2011 2.5% -4.7% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date20/01/2011
  • Share Class size10Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.30%

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