Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
PIMCO GIS GlInGd Crdt E USD Acc
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.03.31
[{"name":"Euro Bund Future June 25","y":5.38},{"name":"Ultra US Treasury Bond Future June 25","y":4.69},{"name":"PIMCO USD Short Mat ETF","y":3.08},{"name":"Euro Schatz Future June 25","y":3.07},{"name":"Ultra 10 Year US Treasury Note Future June 25","y":2.79},{"name":"United States Treasury Notes 4.625%","y":2.69},{"name":"Federal National Mortgage Association 4%","y":2.60},{"name":"Federal National Mortgage Association 4.5%","y":2.16},{"name":"Federal National Mortgage Association 5.5%","y":2.12},{"name":"Government National Mortgage Association 3%","y":1.44}]
Item
Percentages
1. Euro Bund Future June 25
5.38
2. Ultra US Treasury Bond Future June 25
4.69
3. PIMCO USD Short Mat ETF
3.08
4. Euro Schatz Future June 25
3.07
5. Ultra 10 Year US Treasury Note Future June 25
2.79
6. United States Treasury Notes 4.625%
2.69
7. Federal National Mortgage Association 4%
2.60
8. Federal National Mortgage Association 4.5%
2.16
9. Federal National Mortgage Association 5.5%
2.12
10. Government National Mortgage Association 3%
1.44
Fund Information
Data Updated On 2025.06.29
Investment Objective
The investment objective of the Fund is to seek to maximise total return, consistent with preservation of capital and prudent investment management. The Fund invests at least two-thirds of its assets in a diversified portfolio of investment grade corporate Fixed Income Instruments of issuers, having their registered office or predominant operations in at least three countries, one of which may be the U.S. The average portfolio duration of this Fund will normally vary within two years (plus or minus) of the Bloomberg Global Aggregate-Credit Index (the “Index”).
Key Facts
ISIN
IE00B3K7XK29
Asset Class
Fixed Income Fund
Fund Category
Global Corporate Bond - USD Hedged
Geography
Global
Risk Rating
Medium
Morningstar Rating
Currency
USD
Fund Size
USD 8,241,804,164.00
Price
18.97
Nav Date
2025.06.27
Change(%)
-0.16
Net Asset Value
18.97
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.26
Dividend Option
--
Dividend Yield(%)
--
Ex-Dividend Date
--
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
PIMCO Asia Limited
Establish Date
2008.12.10
Fund Manager
Jelle Brons
Fund Manager (Start Date)
2016.08.04
Fund Manager Intro
Jelle Brons, is a member of the team responsible for investment decisions for the EQ/PIMCO Total Return ESG Portfolio. Mr. Brons is an Executive Vice President, specializing in global investment grade credit. He is a member of the ESG portfolio management team, focusing on credit. Mr. Brons is a portfolio manager on the global corporate bond team. Prior to joining PIMCO, Mr. Brons worked at UBS Investment Bank in the credit fixed income department, initially in credit sales and then with the team responsible for CreditDelta, a credit market and portfolio analysis tool.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.39
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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