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PIMCO Mortgage Opportunities Fund;Institutional

Ranked 1 out of 3 in Absolute Return Funds over 36 months

All calculations are in USD unless stated

The Fund seeks maximum long-term return, consistent with prudent investment management. The Fund will invest at least 80% of its net assets in a portfolio of mortgaged-related assets, including Agency residential and commercial mortgage-backed securities and private label residential and commercial MBS.

sector performance

Absolute Return Funds
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.8%
2016 4.6% 0.9% 2.0% 1.7% -0.1%
2015 2.7% 1.3% 0.6% 0.6% 0.1%
2014 5.3% 2.1% 1.6% 0.7% 0.7%
2013 3.5% 1.6% -1.1% 1.7% 1.2%

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 date22/10/2012
  • Share Class size2,109Mn
  • Base currencyUSD
  • ISINUS72201U6385

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%