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PIMCO RAE Low Volatility PLUS Fund;Inst

Ranked 1406 out of 1844 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 total return which exceeds that of its benchmark. The Fund invests in derivatives based on the RA US Low Volatility Equity Income Index, backed by a diversified portfolio of Fixed Income Instruments, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 1406/1844 Total Return
  • Rank 565/1844 Standard Deviation
  • Rank 321/1844 Max Drawdown
Fund Name Currency Risk
563 IG AGF U.S. Growth Series C USD

6.0

563 Allianz US Equity - C2 - USD

Currency exposure is hedged

Currency exposure is hedged

USD

6.0

565 William Blair SICAV US All-Cap Growth D USD

6.1

565 Crediinvest SICAV US American Value I1 USD USD

6.1

565 PIMCO RAE Low Volatility PLUS Fund;Inst USD

6.1

565 DNB USA USD

6.1

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.4% 1.2%
2016 16.7% 5.0% 7.3% -0.1% 3.7%
2015 -2.0% -0.7% -1.9% -6.7% 7.9%
2014 15.4% 3.1% 5.0% 1.2% 5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/12/2013
  • Share Class size157Mn
  • Base currencyUSD
  • ISIN US72201U3317

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.54%

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