Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

PIMCO Moderate Duration Fund;Institutional

Ranked 145 out of 241 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

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.

Scott A. Mather

Born in Oregon in the USA, Scott A. Mather is a deputy CIO and a managing director in the Newport Beach office of PIMCO. Prior to this he was the head of portfolio management for Europe and worked closely with Allianz-related companies and was also a managing director of Allianz Global Investors KAG. Before joining PIMCO in 1998, he was a fixed income trader at Goldman Sachs in New York. Scott graduated from the University of Pennsylvania with a Master’s degree in engineering, a BS in engineering - material science & solid state chemistry and a BS in economics. Outside fund management, his interests include shooting and music.

Objective

The Fund seeks maximum total return, consistent with preservation of capital and prudent investment management. The Fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of is total assets in a diversified portfolio of fixed income instruments of varying maturities.

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

Performance

US Dollar Medium Term over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.3% 1.4% 1.1% 1.2% -0.4%
2016 2.4% 1.6% 1.4% 0.8% -1.4%
2015 0.8% 1.8% -0.9% -0.2% 0.1%
2014 2.9% 1.0% 1.5% -0.1% 0.5%
2013 0.0% 0.6% -2.1% 1.0% 0.5%
2012 8.5% 2.2% 2.3% 2.8% 0.9%
2011 3.7% 1.4% 1.5% -0.8% 1.7%
2010 8.4% 3.1% 2.0% 3.6% -0.4%
2009 12.6% -1.2% 6.6% 5.0% 1.9%
2008 3.9% 2.7% -1.3% -4.0% 6.7%
2007 8.2% 1.6% -1.3% 4.1% 3.6%
2006 3.8% -0.2% -0.2% 3.1% 1.0%
2005 1.4% -0.6% 2.5% -0.7% 0.2%
2004 4.1% 2.6% -1.8% 2.4% 0.9%
2003 5.5% 2.3% 2.7% 0.1% 0.3%
2002 9.9% 0.7% 2.5% 2.7% 3.7%
2001 9.4% 2.8% 0.6% 5.6% 0.1%
2000 10.3% 1.0% 2.2% 3.1% 3.6%
1999 0.9% 0.1% -0.6% 0.9% 0.5%
1998 8.1% 1.5% 1.8% 4.3% 0.4%
1997 8.0% -0.3% 3.1% 2.8% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/12/1996
  • Share Class size1,352Mn
  • Base currencyUSD
  • ISIN US6933905936

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%

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