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Flexibility.
Conviction.
Greater potential for returns.

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The tightening of monetary policy by central banks around the globe is fueling increased volatility in financial markets, as countries continue their efforts to quell the post-pandemic inflationary spike.

We believe the broad-based economic resilience felt so far in 2023 will likely give way to weakness in 2024.

In this environment, bonds yields have spiked and starting yield levels, which are historically strongly correlated with returns, are extremely attractive. We look to emphasize global investment opportunities and to diversify sources of interest rate exposure across debt maturities and countries.

The PIMCO GIS Income Fund taps into multiple areas of the global bond market, which offers the potential for equity-like returns with less risk. We are targeting resilient income and capital appreciation without sacrificing stability.

In This Market Environment...

Be Resilient

It is important to balance higher-yielding assets and higher-quality assets, which perform differently in varying growth environments, to help weather the challenges of changing markets.

Be Flexible

Consider an income investing strategy with a global flexible approach. That way, no matter which way the markets and interest rates move, opportunities can be accessed around the world.

Focus Fund

GIS Income Fund celebrates a decade of delivering income for investors. The Fund targets resilient income and capital appreciation without sacrificing stability.


Past performance does not predict future returns

CHF hedged share classes also available.

Fund Details and Materials

GIS

Daily NAV (USD)
as of
Total Net Assets (USD)
70,523 MM
as of 31/12/2023
Share class inception date
Overall Morningstar™ Rating
star Rating
Among funds based on risk-adjusted returns as of rated monthly.
Average Annual Returns 1 yr 3 yr 5 yr 10 yr Since Inception
(at NAV)
Disclosures

A Prospectus is available for PIMCO Funds and Key Investor Information Documents (KIIDs) are available for each share class of each the sub-funds of the Company. The Company’s Prospectus can be obtained from www.fundinfo.com and is available in English, French, German, Italian, Portuguese and Spanish. The KIIDs can be obtained from www.fundinfo.com and are available in one of the official languages of each of the EU Member States into which each sub-fund has been notified for marketing under the Directive 2009/65/EC (the UCITS Directive).

In addition, a summary of investor rights is available from www.pimco.com.The summary is available in English.

The sub-funds of the Company are currently notified for marketing into a number of EU Member States under the UCITS Directive. PIMCO Global Advisors (Ireland) Limited can terminate such notifications for any share class and/or sub-fund of the Company at any time using the process contained in Article 93a of the UCITS Directive.”

A rating is not a recommendation to buy, sell or hold a fund. Past performance is not an indicator of future results.

Performance quoted represents past performance and is not a guarantee or a reliable indicator of future returns. Investment return and the principal value of an investment will fluctuate. Shares may be worth more or less than original cost when redeemed. Current performance may be lower or higher than average annual returns shown.

Find out more on the fund page

Investment Strategies

PIMCO Income Strategy: Uncovering Opportunities for Investors Around the Globe

Since its inception, the PIMCO Income Strategy has aimed to deliver consistent income and attractive returns by being defensive in challenging markets and opportunistic when it matters – a strategy that has helped bring the benefits of our income expertise to millions of investors worldwide.

Income Webcast

Income Webcast

Watch our latest strategy insights with Dan Ivascyn, Group Chief Investment Officer.

Thought Leadership

Section : Date : Experts :
Reset All
Investment Strategies/Strategy Spotlight Update : Dan Ivascyn and Esteban Burbano
Income Update: Building Resilience and Harnessing Yield in High Quality Assets
Income Update: Building Resilience and Harnessing Yield in High Quality Assets

Experienced Income Investment Management Team

Dan Ivascyn and Alfred Murata were named Morningstar’s 2013 U.S. Fixed Income Fund Managers of the Year Footnote 1 . Dan, Alfred and Joshua Anderson draw on the firm’s time-tested investment process: our rigorously developed global macro outlook, bottom-up credit analysis and research teams’ deep reservoir of specialized investment expertise.

Dan Ivascyn

Dan Ivascyn

Group Chief Investment Officer

Dan is Group Chief Investment Officer and a managing director in the Newport Beach office, and is the lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies.

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Alfred Murata

Alfred Murata

Portfolio Manager, Mortgage Credit

Alfred is a managing director and portfolio manager in the Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitized strategies.

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Joshua Anderson

Joshua Anderson

Head of Global ABS Portfolio Management

Joshua is a managing director and portfolio manager on the income team in the Newport Beach office, and leads the global ABS (asset-backed securities) portfolio management team.

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More on Our Process
1 The Morningstar Fixed Income Fund Manager of the Year award is based on the strength of the manager, performance, strategy and firm's stewardship. Effective 30 July 2018, Joshua Anderson began co-managing the Fund.

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