Morningstar® Investment Profile™   Morningstar®
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for Print
PIMCO VIT Global Bond Opps UnH Instl
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-04-28  
Maximum Fees
Administrative 0.50%
Management 0.75%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.75%
Expense Ratio 0.86%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.81%
Waiver Data
Type Date %
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  Management
Inception Date: 2006-01-31
Mngr Name Andrew Thomas Balls
Mngr Start Date 2014-09-26
Biography
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.
Mngr Name Lorenzo Pagani
Mngr Start Date 2014-09-26
Biography
Dr. Pagani is a managing director and portfolio manager in the London office. He leads the European rates desk and is a member of the global bond and real return portfolio management teams, and is responsible for European and UK liability-driven investing (LDI) portfolio management. Additionally, he is a member of the European portfolio committee, the counterparty risk committee, and the best execution committee. He also serves as lead of talent management for portfolio management outside of the U.S. Dr. Pagani is also a director of PIMCO Europe Ltd. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He has 21 years of investment experience and holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.
Mngr Name Sachin Gupta
Mngr Start Date 2014-09-26
Biography
Mr. Gupta is a managing director in the Newport Beach office, global portfolio manager, and leader of the global desk. He is an advisory member of the Asia-Pacific portfolio committee and has previously served on the Investment Committee, the emerging markets portfolio committee, and European portfolio committee. Previously at PIMCO, he was in the London office managing European liability-driven investment (LDI) portfolios, and in the Singapore office on the global portfolio management team.
Investment Advisor(s)
Pacific Investment Management Company, LLC
Web Site
pvit.pimco-funds.com
Issuer
PIMCO
Subadvisor(s)
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