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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Andrew Balls

Andrew Balls

Showing manager performance in Switzerland View performance globally

About Andrew Balls

Andrew Balls gained a bachelor’s degree from Oxford University and a master’s degree from Harvard University. He is currently a managing director at PIMCO’s London office and leads the European investment team. Before he joined PIMCO in 2006, he had been working at the Financial Times as editor of the US Lex column and as chief economics correspondent in Washington, DC for eight years. He also worked at Newport Beach and served as a global portfolio manager and global strategist. He has 11 years of investment and financial market experience.

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Citywire Rating: AA rated

2011

  • ARated AAA in Aug 2011
  • SRated AAA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AAA in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AAA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AAA in May 2012
  • JRated AAA in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated AA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Rank 39/81 Bonds - Global
Manager Return
37 Daniel Varela 1.7%
38 Steven Williams 1.6%
39 Andrew Balls 1.5%
39 Sachin Gupta 1.5%
41 Peter Goller 1.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 0.1% 1.2%
2016 4.4% 1.8% 2.5% 1.7% -1.6%
2015 -2.1% 1.4% -3.2% -0.7% 0.5%
2014 7.9% 2.1% 3.6% 0.7% 1.3%
2013 -2.7% 1.7% -3.9% -0.3% -0.1%

Related News

Bond nominations revealed for Citywire Switzerland awards 2017

Citywire Switzerland announces the shortlist for the Bond sectors.

Inflation in focus: top PIMCO managers square off on US and Europe

Bond experts Andrew Balls and Mike Amey stress the importance of reaching inflation targets despite obvious growth headwinds.

PIMCO to Gross: ‘no merit’ to $250m dismissal lawsuit

US-based investment company responds to former employee’s much-discussed legal challenge over 2014 exit.

PIMCO’s Balls: doubts linger over sustainability of eurozone growth

Citywire AAA-rated bond specialist believes the region is improving but key questions remain over pushing into 'exciting' growth.

Life after Gross: PIMCO's Dan Ivascyn on starting a new legacy

How do you follow Bill Gross? PIMCO’s group CIO Dan Ivascyn talks about how he plans to live up to the legacy of ‘The Bond King.

Stabilising Total Return fund is 'top priority’, says PIMCO’s Balls

EXCLUSIVE: Newly-appointed global chief investment officer stresses the need for continuity following exit of Bill Gross.

PIMCO names AAA-rated income star as Gross successor

Deputy chief investment officer steps up to senior role following departure of co-founder, asset management firm announces.

PIMCO's Balls: Europe one shock away from negative inflation

PIMCO's Balls thinks deflation remains a serious risk for Europe and will force the ECB into further action.

Setting sights on Slovenia: bond stars on the new debt hot spot

Leading managers from PIMCO, Neuberger Berman and Insight Investments trade views on how the Slovenian market could be the one to watch.

Draghi’s deflation dilemma: top investors plot the ECB's next steps

Citywire Global has quizzed a selection of bond and equity investors on whether the ECB is taking the right course of action to ward off deflation.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.