PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 12.91 | -6.60 | 4.82 | 16.07 | 3.41 | -13.91 | 5.16 | 5.02 |
+/- Category | 4.30 | -0.75 | -1.41 | 7.92 | 0.78 | -5.90 | -0.65 | 2.37 |
+/- Category Index | - | - | - | 5.97 | -1.19 | -6.60 | -3.24 | 1.72 |
% Rank in Category | 9 | 62 | 65 | 5 | 43 | 95 | 62 | 9 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.88 | 0.87 | 0.28 |
1 Week | 1.61 | 1.34 | 0.67 |
1 Month | -1.22 | 0.18 | -0.44 |
3 Months | 3.69 | 1.45 | 0.59 |
6 Months | 14.30 | 5.49 | 4.18 |
YTD | 3.44 | 2.28 | 1.19 |
1 Year | 6.97 | 1.90 | -0.62 |
3 Years Annualised | -1.73 | -1.42 | -3.58 |
5 Years Annualised | 2.47 | 0.12 | -1.71 |
10 Years Annualised | 3.46 | -0.10 | -2.18 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.02 | - | - | - |
2023 | 1.15 | -0.04 | -2.72 | 6.92 |
2022 | -6.08 | -10.23 | -1.96 | 4.15 |
2021 | -2.84 | 5.27 | -0.27 | 1.37 |
2020 | -10.83 | 17.14 | 4.31 | 6.53 |
2019 | 2.60 | 4.69 | -1.60 | -0.83 |
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