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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.86% 0.03% 478.64M 15765.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 413.0% 127.47M Upgrade

Basic Info

Investment Strategy
The investment objective of the Fund is to maximize current income consistent with preservation of capital while limiting exposure to changes in interest rates. Long-term capital appreciation is a secondary objective. It invests primarily in a diversified portfolio of non-Canadian dollar Fixed Income Instruments of varying maturities. Any change to the fundamental investment objectives must be approved by a majority of votes cast at a meeting of unitholders called for that purpose.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Core Plus Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
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--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
2.85%
2.21%
-3.19%
5.94%
6.04%
6.16%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.76%
--
--
--
2.25%
-5.94%
6.45%
4.84%
5.79%
0.22%
5.39%
4.01%
-0.58%
-7.78%
6.41%
4.78%
3.67%
-0.52%
8.26%
7.95%
-2.78%
-12.00%
6.75%
3.27%
2.45%
As of December 15, 2025.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 34.48%
Stock 0.22%
Bond 71.64%
Convertible 0.00%
Preferred 0.00%
Other -6.35%
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Basic Info

Investment Strategy
The investment objective of the Fund is to maximize current income consistent with preservation of capital while limiting exposure to changes in interest rates. Long-term capital appreciation is a secondary objective. It invests primarily in a diversified portfolio of non-Canadian dollar Fixed Income Instruments of varying maturities. Any change to the fundamental investment objectives must be approved by a majority of votes cast at a meeting of unitholders called for that purpose.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Core Plus Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
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