PIMCO GIS Fundamental Relationships

IE00B82D7H88 -- Ireland Fund  

GBp 1,183  10.00  0.84%

The Drivers Module shows relationships between PIMCO GIS's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of PIMCO GIS Glbl Multi Asset Inst HdgAcc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

PIMCO GIS Glbl Bond Positions Weight vs. Three Year Return Fundamental Analysis

PIMCO GIS Glbl Multi Asset Inst HdgAcc is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in bond positions weight among similar funds .
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
PIMCO GIS 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(0.83) %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
PIMCO GIS 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
37.00 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

PIMCO GIS Glbl Bond Positions Weight Comparison

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