PIMCO GIS Balanced Income and Growth Fund Institutional EUR (Hedged) AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 14.24 | -5.42 | 6.10 | 17.41 | 4.67 | -12.87 | 6.48 | 2.45 |
+/- Category | 5.62 | 0.42 | -0.13 | 9.26 | 2.05 | -4.86 | 0.67 | 1.35 |
+/- Category Index | - | - | - | 7.31 | 0.07 | -5.56 | -1.92 | 0.93 |
% Rank in Category | 5 | 44 | 53 | 4 | 30 | 92 | 42 | 18 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | -0.32 | -0.68 |
1 Week | 0.55 | 0.19 | -0.10 |
1 Month | 4.25 | 2.60 | 1.66 |
3 Months | 5.51 | 2.17 | 1.68 |
6 Months | 10.59 | 3.30 | 2.32 |
YTD | 6.65 | 3.28 | 2.18 |
1 Year | 12.85 | 4.27 | 2.35 |
3 Years Annualised | 0.91 | -0.15 | -2.23 |
5 Years Annualised | 4.33 | 1.38 | -0.40 |
10 Years Annualised | 4.89 | 1.20 | -0.91 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.34 | - | - | - |
2023 | 1.45 | 0.31 | -2.46 | 7.27 |
2022 | -5.76 | -9.99 | -1.63 | 4.42 |
2021 | -2.50 | 5.55 | 0.03 | 1.68 |
2020 | -10.54 | 17.41 | 4.64 | 6.83 |
2019 | 2.89 | 4.98 | -1.31 | -0.47 |
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