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PIMCO Moderate Duration Fund;Institutional

Ranked 10 out of 43 in Short-Intmdt Invest Grade Debt over 36 months

All calculations are in USD unless stated

The Fund seeks maximum total return, consistent with preservation of capital and prudent investment management. The Fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of is total assets in a diversified portfolio of fixed income instruments of varying maturities.

sector performance

Short-Intmdt Invest Grade Debt
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 1.1% 1.1%
2016 2.2% 1.6% 1.4% 0.8% -1.6%
2015 0.8% 1.8% -0.9% -0.2% 0.1%
2014 2.9% 1.0% 1.5% -0.1% 0.5%
2013 0.0% 0.6% -2.1% 1.0% 0.5%
2012 8.5% 2.2% 2.3% 2.8% 1.0%
2011 3.7% 1.4% 1.5% -0.8% 1.7%
2010 8.4% 3.1% 2.0% 3.6% -0.4%
2009 12.3% -1.2% 6.6% 5.0% 1.6%
2008 3.9% 2.7% -1.3% -4.0% 6.7%
2007 8.2% 1.6% -1.3% 4.1% 3.6%
2006 3.8% -0.1% -0.2% 3.1% 1.0%
2005 1.4% -0.6% 2.5% -0.7% 0.2%
2004 3.1% 2.6% -1.8% 2.4% -0.1%
2003 4.4% 2.3% 2.7% 0.1% -0.7%
2002 7.5% 0.7% 2.5% 2.8% 1.3%
2001 8.0% 2.9% 0.6% 5.6% -1.1%
2000 10.2% 1.0% 2.2% 3.1% 3.5%
1999 0.9% 0.1% -0.6% 0.9% 0.5%
1998 8.1% 1.5% 1.8% 4.3% 0.4%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/12/1996
  • Share Class size1,363Mn
  • Base currencyUSD
  • ISINUS6933905936

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%