Andrew Balls

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Andrew Balls
PIMCO Global Advisors(IRL) Ltd
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Manager profile

Mr. Balls is PIMCO's CIO Global Fixed Income. Based in the London office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he oversaw European portfolio management, and was a global portfolio manager in the Newport Beach office and the firm’s global strategist. Prior to joining PIMCO in 2006, he was an economics correspondent and columnist for the Financial Times in London, New York and Washington, DC. He has 25 years of investment and economics/financial markets experience and holds a bachelor's degree from Oxford and a master's degree from Harvard University. He was a lecturer in economics at Keble College, Oxford. Mr. Balls was nominated by Morningstar in 2013 for European Fixed-Income Fund Manager of the Year. He is a director of Room to Read, a nonprofit that promotes literacy and gender equality in education in low-income countries.

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Annualised total return over 15.8 years

+3.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Andrew Balls	2.4	-0.9	-2.3	5.1	32.5
Peer Group Composite	5.2	-0.8	0.8	6.8	31.1
Over / Under	-2.8	-0.1	-3.1	-1.7	1.4

Total return for Andrew Balls

Discrete calendar year performance : Andrew Balls

Discrete performance

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

Andrew Balls	2.4	-2.3	-1.1	-5.7	4.5	4.9	2.5	-4.2	30.2	1.1
Peer Group Composite	5.2	0.0	-5.7	-3.7	5.3	5.6	0.3	-3.6	28.4	-0.6
Over / Under	-2.8	-2.3	4.6	-2.0	-0.8	-0.7	2.2	-0.6	1.8	1.7

Performance vs peer group composite: Andrew Balls

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

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Pimco GIS Global Advantage	Co-managed (deputy)	FO Fixed Int - Global	since Jun 09 2009 to present
PIMCO GIS Global Bond	Lead manager	FO Fixed Int - Global	since Sep 26 2014 to present
Pimco GIS Global Bond Ex US	Lead manager	FO Fixed Int - USD Investment Grade	since Sep 26 2014 to present
PIMCO GIS Global Bond ESG	Lead manager	FO Fixed Int - Global	since Jan 12 2017 to present
Pimco GIS Euro Bond	Co-managed (deputy)	FO Fixed Int - EUR Investment Grade	since Jul 01 2017 to present

Funds managed previously

Fund	Periods

Pimco GIS Euro Long Average Duration	since Feb 01 2009 to Mar 31 2019
Pimco GIS Euro Bond	since Feb 01 2009 to Jun 30 2017
Allianz GIF Euro Bond	since Feb 01 2009 to Nov 27 2013
PIMCO Select UK Income Bond	since Apr 01 2019 to Oct 31 2022
PIMCO GIS European Short-Term Opportunities	since Dec 01 2017 to Jan 01 2020
Pimco Select Global Bond	since Sep 26 2014 to fund close
Pimco Euro Bond II	since Feb 01 2009 to fund close