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PIMCO GIS Global Multi-Asset Inst USD Acc

Rang 17 von 56 in - Mischfonds - Flexibel USD über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Geraldine Sundstrom

Mihir Worah

Mihir Worah is CIO Asset Allocation and Real Return and a managing director at PIMCO in the Newport Beach office. He is a member of the investment committee and the executive committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford linear accelerator center, where he built models to explain the difference between matter and anti-matter. In 2012 he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. He has over 14 years of investment experience and holds a Ph.D. in theoretical physics from the University of Chicago.

Anlageziel

the investment objective of the Fund seeks to maximise total return, consistent with preservation of capital and prudent investment management, this amendment is intended to provide the Fund with greater flexibility, through investments in other funds that hold equity or equity-related securities, to meet this investment objective. The Fund will typically invest 20% to 80% of its net assets in equity or equity-related securities, and which may include investments in other Funds of the Company (Class Z Shares only) or collective investment schemes (as outlined above and in accordance with the requirements of the Central Bank) that primarily invest in equity or equity-related securities. These may include, but are not limited to, common stock, preferred stock, securities convertible into equity securities or equity exchange-traded funds.

Performance

Mischfonds - Flexibel USD über : 31.05.2017 - 31.05.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -3,2%
2017 0,3% 3,2% -3,7% -0,5% 1,4%
2016 7,3% -6,3% 4,1% 2,9% 6,9%
2015 10,4% 17,2% -3,9% -7,4% 5,9%
2014 22,5% 0,6% 5,9% 8,6% 5,8%
2013 -11,2% 3,0% -9,1% -3,4% -1,9%
2012 8,2% 3,4% 1,7% 4,0% -1,1%
2011 1,6% -1,6% -1,6% -0,9% 5,8%
2010 19,8% 8,7% 5,2% -0,6% 5,5%
2009 6,4% 4,6%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Chile
  4. Frankreich
  5. Deutschland
  6. Griechenland
  7. Irland
  8. Italien
  9. Korea
  10. Luxemburg
  11. Niederlande
  12. Norwegen
  13. Singapur
  14. Schweden
  15. Schweiz
  16. Vereinigtes Königreich

Information über den Fonds

  • Starttermin15.04.2009
  • Größe der Anteilsklasse354Mn
  • BasiswährungUSD
  • ISIN IE00B639QY17

Kaufinformation

  • Mindestanlage (initial)10Mn
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,95%
  • Ausgabeaufschlag0,95

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Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)