Daniel J. Ivascyn

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Manager factsheet

Daniel J. Ivascyn
PIMCO Global Advisors(IRL) Ltd
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Manager profile

Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 30 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

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Daniel J. Ivascyn is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 12 years

+4.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Daniel J. Ivascyn	6.1	11.4	12.6	21.2	54.7
Peer Group Composite	5.6	4.2	6.2	12.7	39.6
Over / Under	0.5	7.2	6.4	8.5	15.1

Total return for Daniel J. Ivascyn

Discrete calendar year performance : Daniel J. Ivascyn

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Daniel J. Ivascyn	6.1	-0.5	5.4	0.6	0.1	5.0	2.5	-0.6	26.5	1.0
Peer Group Composite	5.6	0.4	-1.7	-1.6	3.4	5.5	0.6	-2.2	24.9	1.3
Over / Under	0.5	-0.9	7.1	2.2	-3.3	-0.5	1.9	1.6	1.6	-0.3

Performance vs peer group composite: Daniel J. Ivascyn

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

PIMCO GIS Income	Co-managed	IA Sterling Strategic Bond	since Nov 30 2012 to present
PIMCO GIS Strategic Income	Lead manager	IA Mixed Investment 20-60% Shares	since Dec 16 2013 to present
PIMCO GIS Dynamic Bond	Co-managed (deputy)	IA Specialist	since Sep 26 2014 to present
PIMCO Diversified Income Duration Hedged	Co-managed (deputy)	IA Global Mixed Bond	since May 27 2016 to present
Pimco GIS Diversified Income	Co-managed (deputy)	IA Sterling Strategic Bond	since May 27 2016 to present
PIMCO Low Duration Income Fund	Co-managed (deputy)	IA Global Mixed Bond	since May 31 2018 to present