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Last updateSat, 29 Jul 2017 12am

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PIMCO Total Return Fund May 2013

PIMCO Total Return Fund, the world largest bond fund with $292.9 B, managed by Bond King, Bill Gross, returned 6.8% over the past year, beating 90% of its peers.  On 2013-05-11, he twitted that the his ‘gut feel’ says bond bull market has “likely ended” on 2013-04-29 and that fixed-income returns will probably be in the range of 2% to 3%.

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PIMCO Total Return Raises Holdings of Treasuries

PIMCO Total Return Fund, managed by Bill Gross with AUM $289 Billion, increased its holdings of Treasuries from 28% to 33% of asset last month, the highest level since July.  It cuts mortgage holdings from 36% to 33% in March, maintain its holdings of non-US developed nations debt at 11%; investment-grade credit at 9%; emerging market debt at 7%; municipal-bonds holding at 5% and net cash-and-equivalent position from negative 3% from negative 1%.

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Schroder Asian Investment Grade Credit Fund

Schroder Asian Premium Bond will be renamed as Schroder Asian Investment Grade Credit effective 2012-11-01.  It is probably the only pure Asian investment grade corporate bond fund in Singapore approved by CPF-OA and SA.  Unlike other Singapore bond funds such as United SGD Fund etc, which is a combination of government and corporate bond, this Fund is pure corporate bond with average grade of A-. Add a comment

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PIMCO Total Return Fund Increased Holdings in Treasuries 2012

For the first time since April 2012, Bill Gross, who runs the world’s biggest bond fund, $281 Billion – PIMCO Total Return Fund, increased holdings of Treasuries from 20% in September to 24% in October.  Treasuries comprised 31 percent of the portfolio in April and were increased to 35 percent over the next two months before Gross began reducing his stake.  Mortgages remained the fund’s largest holding at 47% down from 49% a month earlier.

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Western Asset Core Plus Bond

Western Asset Management Co.'s flagship bond fund – Core Plus, is rebounding strongly by its big move into the same kind of subprime mortgage-backed securities that caused steep losses for the money manager in 2008. Western Asset is a unit of Legg Mason.

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