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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Andrew Balls

Andrew Balls

Showing manager performance in Hong Kong 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: AA rated

2012

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

2013

  • JRated AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA 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
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017

Performance

Bonds - Global
over : 30/09/2014 - 30/09/2017
Rank 1/25 Bonds - Global
Manager Return
1 Lorenzo Pagani 13.7%
1 Sachin Gupta 13.7%
1 Andrew Balls 13.7%
4 Andrew Norelli 11.9%
5 Scott Thiel 7.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 1.2% 1.5%
2016 5.8% 2.6% 2.9% 1.8% -1.4%
2015 0.9% 2.7% -2.8% 0.6% 0.5%
2014 2.6%

Related News

Three major US group CIOs: everything looks fully priced

VIDEO: Citywire’s exclusive series delves into top players’ current market thinking.

Pimco’s Balls reveals ‘innovative’ additions to $9bn bond fund

VIDEO: Liquidity remains a key concern but the US house’s global bonds CIO is looking for new ideas.

Pimco’s Balls outlines ESG bond fund ambitions

Global bonds chief intends to further build up investment style’s mainstream credentials.

Pimco shuts trio's global bond fund

Fund run by Andrew Balls, Lorenzo Pagani and Sachin Gupta suffers from lack of demand

Pimco hires ex-Goldman Sachs manager for EM team

The new hire is one of two made for the emerging markets team.

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.

PIMCO’s Balls questions ECB credibility over inflation

The central bank is struggling to tackle its main mandate and QE efforts won’t work, says AAA-rated bond manager.

PIMCO fund suffers largest daily outflow after Gross departure

Flagship fund experiences high outflows in September, even as new global CIO urges investors to stick with the US group.

...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.