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PIMCO GIS RAE Fndm PLUS US Inst USD Acc

Ranked 1140 out of 1895 in - US over 12 months
All calculations are in USD unless stated

Managed by

Robert Arnott

Mohsen Fahmi

Sudi Mariappa

Sudesh (Sudi) Mariappa joined GLG in September 2012 to develop and manage GLG’s absolute return fixed income offering. Sudi worked at PIMCO from 2000 to 2010 and was promoted to Managing Director in 2003. He ran the Global Portfolio Team until 2008, managing an International team of investment managers. From 2009 to 2010, Sudi was senior advisor to PIMCO, working closely with founder Bill Gross on the firm’s suite of hedge funds and also directed various risk, strategy and advisory projects. Before PIMCO, Sudi was a managing director at Merrill Lynch, Tokyo. He also worked for Sumitomo Finance International and Long Term Capital Management in San Francisco and Salomon Brothers in Tokyo. Sudi holds a BS degree in Chemical Engineering and an MBA from Cornell University.

Objective

The fund seeks a total return which exceeds that of its benchmark index, namely the S&P 500 Index. In seeking to achieve the investment objective, the Fund follows the Investment Advisors proprietary portfolio management strategy known as StocksPLUS (which combines an actively managed portfolio of Fixed Income Instruments with exposure to a notional portfolio of equity securities which seeks over time to outperform an equity index, in this case the S&P 500 Index).

Performance

US over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 18.0% 4.2% 0.9% 4.6% 7.3%
2016 18.0% 2.3% 3.0% 4.6% 7.1%
2015 -5.0% -0.2% -0.8% -9.5% 6.1%
2014 13.2% 3.6% 5.5% -0.9% 4.5%
2013 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/09/2013
  • Share Class size123Mn
  • Base currencyUSD
  • ISIN IE00BCZXQR63

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85

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