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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Andrew Balls

Andrew Balls

Showing manager performance in Luxembourg View performance globally

About Andrew Balls

Andrew Balls gained a bachelor’s degree from Oxford University and a master’s degree from Harvard University. He is currently a managing director at PIMCO’s London office and leads the European investment team. Before he joined PIMCO in 2006, he had been working at the Financial Times as editor of the US Lex column and as chief economics correspondent in Washington, DC for eight years. He also worked at Newport Beach and served as a global portfolio manager and global strategist. He has 11 years of investment and financial market experience.

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Citywire Rating: + rated

2012

  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AAA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated AA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017

Performance

over : 31/05/2016 - 31/05/2017

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -0.5%
2016 4.5% 1.9% 2.2% 1.8% -1.5%
2015 0.6% 4.0% -5.1% 1.4% 0.7%
2014 12.4% 3.7% 3.6% 2.3% 2.3%
2013 1.6% 0.9% -1.4% 0.8% 1.3%
2012 4.9% 3.0%

Related News

ECB is not taking inflation targets seriously, says Pimco’s Balls

Andrew Balls says inflation is low but stable across Europe and investors should take care not to get trapped in local markets.

Pimco unveils global bond fund amid ESG push

US asset management firm launches dedicated fund as part of newly-established global investment platform.

Pimco makes double hire for EM unit

US asset management firm announces two new recruits to strengthen developing world coverage.

Pimco shuts Euro aggregate bond fund run by Andrew Balls

US investment giant closes investment grade fixed income strategy, while also opting to shut small-cap stock fund.

Pimco's Balls: eurozone political populism makes me nervous

The US asset manager's global CIO for fixed income believes investors need to adopt a neutral stance when it comes to the region.

Inflation in focus: top PIMCO managers square off on US and Europe

Bond experts Andrew Balls and Mike Amey stress the importance of reaching inflation targets despite obvious growth headwinds.

PIMCO to Gross: ‘no merit’ to $250m dismissal lawsuit

US-based investment company responds to former employee’s much-discussed legal challenge over 2014 exit.

PIMCO’s Balls: doubts linger over sustainability of eurozone growth

Citywire AAA-rated bond specialist believes the region is improving but key questions remain over pushing into 'exciting' growth.

Life after Gross: PIMCO's Dan Ivascyn on starting a new legacy

How do you follow Bill Gross? PIMCO’s group CIO Dan Ivascyn talks about how he plans to live up to the legacy of ‘The Bond King.

Stabilising Total Return fund is 'top priority’, says PIMCO’s Balls

EXCLUSIVE: Newly-appointed global chief investment officer stresses the need for continuity following exit of Bill Gross.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.