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PIMCO GIS StocksPLUS Inst USD Acc

Ranked 1 out of 18 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Managed by

Sudi Mariappa

Sudesh (Sudi) Mariappa joined GLG in September 2012 to develop and manage GLG’s absolute return fixed income offering. Sudi worked at PIMCO from 2000 to 2010 and was promoted to Managing Director in 2003. He ran the Global Portfolio Team until 2008, managing an International team of investment managers. From 2009 to 2010, Sudi was senior advisor to PIMCO, working closely with founder Bill Gross on the firm’s suite of hedge funds and also directed various risk, strategy and advisory projects. Before PIMCO, Sudi was a managing director at Merrill Lynch, Tokyo. He also worked for Sumitomo Finance International and Long Term Capital Management in San Francisco and Salomon Brothers in Tokyo. Sudi holds a BS degree in Chemical Engineering and an MBA from Cornell University.

Objective

The fund seeks to achieve a total return which exceeds the total return performance of the Standard & Poor's 500 Composite Stock Price Index (S&P 500). The fund invests primarily in a range of derivatives in order to gain exposure to the returns of the S&P 500. These derivatives are supported by a wide range of short-term fixed income securities (which are loans that pay a fixed or variable rate of interest) issued by companies or the US government. The fund will invest in derivative instruments (such as futures, options and swaps) in addition to or instead of directly in these securities in order to replicate the performance and exceed the total returns of the S&P 500. The derivative return is linked to movements in the underlying asset.

Showing fund performance in Singapore View performance globally

Performance

Aggressive USD over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 3.2% 7.7%
2017 22.1% 6.3% 3.1% 4.6% 6.6%
2016 12.4% 0.9% 2.8% 4.4% 3.8%
2015 0.4% 1.7% -0.1% -7.8% 7.2%
2014 13.4% 1.9% 5.2% 1.1% 4.6%
2013 32.8% 11.0% 2.2% 5.7% 10.7%
2012 20.9% 14.3% -2.1% 7.9% 0.1%
2011 0.4% 6.7% 0.3% -16.7% 12.6%
2010 16.9% 6.3% -11.3% 11.9% 10.8%
2009 35.7% -12.5% 22.4% 18.8% 6.8%
2008 -42.4% -9.4% -3.0% -14.0% -23.9%
2007 6.5% 0.8% 5.6% 2.9% -2.8%
2006 14.5% 3.9% -2.0% 5.7% 6.4%
2005 3.7% -2.7% 1.5% 3.1% 1.8%
2004 10.6% 1.9% 1.1% -1.6% 9.0%
2003 29.3% -2.5% 15.4% 2.7% 12.0%
2002 -21.1% 0.4% -13.3% -16.9% 9.0%
2001 -11.9% -11.3% 6.7% -15.1% 9.7%
2000 -9.1% 2.0% -2.9% -0.5% -7.8%
1999 20.5% 5.2% 6.2% -5.7% 14.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/12/1998
  • Share Class size2,111Mn
  • Base currencyUSD
  • ISIN IE0002459539

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

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