PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 12.97 | -6.61 | 4.82 | 15.93 | 3.50 | -14.00 | 5.26 | 5.00 |
+/- Category | 4.35 | -0.76 | -1.41 | 7.78 | 0.87 | -5.99 | -0.55 | 2.87 |
+/- Category Index | - | - | - | 5.82 | -1.10 | -6.69 | -3.14 | 1.97 |
% Rank in Category | 9 | 62 | 65 | 6 | 42 | 95 | 60 | 8 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.65 | 0.67 | 0.14 |
1 Week | -0.20 | 0.30 | 0.01 |
1 Month | 2.87 | 2.08 | 1.38 |
3 Months | 2.80 | 1.31 | 0.98 |
6 Months | 9.19 | 3.06 | 2.26 |
YTD | 5.00 | 2.93 | 1.97 |
1 Year | 11.90 | 3.67 | 1.87 |
3 Years Annualised | -1.04 | -1.35 | -3.49 |
5 Years Annualised | 2.99 | 0.49 | -1.29 |
10 Years Annualised | 3.34 | -0.23 | -2.24 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.04 | - | - | - |
2023 | 1.26 | -0.04 | -2.79 | 6.97 |
2022 | -6.07 | -10.28 | -1.92 | 4.04 |
2021 | -2.71 | 5.17 | -0.23 | 1.38 |
2020 | -10.89 | 17.11 | 4.30 | 6.51 |
2019 | 2.53 | 4.66 | -1.64 | -0.69 |
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