Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Ranked 11 out of 27 in - Global Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Jelle Brons

Mark Kiesel

Born in St. Joseph, Michigan, Mark Kiesel studied economics and finance at the University of Chicago and University of Michigan. He has been working at PIMCO for over sixteen years. He is currently based in the Newport Beach office, where he runs corporate bonds. He is a senior member of the investment strategy and responsible for corporate bond portfolio management group. Outside of work Mark is a sports dedicated person.

Mohit Mittal

Objective

The investment objective of the Fund is to seek to maximise total return, consistent with preservation of capital and prudent investment management. The Fund invests at least two-thirds of its assets in a diversified portfolio of investment grade corporate Fixed Income Instruments of issuers, having their registered office or predominant operations in at least three countries, one of which may be the U.S. The average portfolio duration of this Fund will normally vary within two years of the Barclays Global Aggregate-Credit Index.

Showing fund performance in Switzerland View performance globally

Performance

Global Corporates over : 31/05/2017 - 31/05/2018
  • Rank 11/27 Total Return
  • Rank 7/27 Standard Deviation
  • Rank 9/27 Max Drawdown
Fund Name Currency Return
9 CSIMF Global Corporate Bonds ZAH

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.6%

10 UBS (Lux) Bond S - Glob Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.6%

11 PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

12 Morgan Stanley Global Credit Fund ZH1 (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

13 Robeco QI Global Multi-Factor Credits DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

Fund Name Currency Risk
5 LO Funds - Global Resp CorpoRt Fdamental SH CHF NA

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

6 AXA WF Global Buy and Maintain Credit I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

7 PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

8 Morgan Stanley Global Credit Fund ZH1 (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

9 Robeco QI Global Multi-Factor Credits DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

Fund Name Currency Loss
7 UBS (Lux) Bond S - Glob Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

7 CSIMF Global Corporate Bonds ZAH

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

9 PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.9%

10 LO Funds - Global Resp CorpoRt Fdamental SH CHF NA

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.0%

11 AXA WF Global Buy and Maintain Credit I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.0%

11 Robeco QI Global Multi-Factor Credits DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 3.7% 1.3% 1.3% 1.0% 0.1%
2016 4.9% 2.6% 2.8% 1.9% -2.4%
2015 -1.2% 2.2% -2.6% -0.7% -0.1%
2014 6.7% 2.2% 2.9% 0.3% 1.2%
2013 -1.6% 0.8% -3.6% 0.7% 0.6%
2012 12.5% 3.5% 2.5% 3.8% 2.1%
2011 3.4% 1.6% 1.5% -2.3% 2.6%
2010 8.6% 3.5% 1.0% 5.2% -1.3%
2009 7.4% 8.6% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date22/01/2009
  • Share Class size14Mn
  • Base currencyCHF
  • ISIN IE00B3KQH416
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.84%

Related News

Energy saving: PIMCO credit chief reveals crisis management tactics

Global credit CIO Mark Kiesel says the AM giant is ensuring bond holders are protected despite commodities collapse.

PIMCO star Kiesel: three themes to avoid in global credit

Top-rated fixed income manager names the main areas corporate bond investors should steer clear of in global markets.

PIMCO global credit CIO: betting big on a Macau rebound

Chinese corruption clampdown hit one of Mark Kiesel’s favourite plays in his $12bn fund last year but he is now looking for entry points.

Global bond managers keep eye on risk as economy decouples

In the Bonds – Global Corporates sector, global bond managers are keeping a firm eye on risk as the world economy decouples.

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