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PIMCO Preferred and Capital Securities Fund;Inst

Ranked 4 out of 22 in Flexible Income Funds over 12 months

All calculations are in USD unless stated

The Fund seeks maximum total return, consistent with prudent investment management. The Fund invests at least 80% of its assets in a diversified portfolio of Capital Securities and Financial Securities. It may be represented by forwards or derivatives such as options, futures contracts or swap agreements.

sector performance

Flexible Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -1.2%
2017 13.3% 4.1% 3.7% 3.1% 1.9%
2016 8.1% -2.3% 2.8% 5.5% 2.0%
2015 -0.8% 2.6%

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 date13/04/2015
  • Share Class size148Mn
  • Base currencyUSD
  • ISINUS72202E6822

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0


  • Annual management0.01%