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CGAM Real Return

Ranked 15 out of 16 in - Global Inflation Linked over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term capital appreciation and income growth by investing mainly in international government and corporate Index Linked Bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Global Inflation Linked over : 31/05/2017 - 31/05/2018
  • Rank 15/16 Total Return
  • Rank 16/16 Standard Deviation
  • Rank 16/16 Max Drawdown
Fund Name Currency Return
12 LGT Bond Fund Gl Inflation Linked GBP A GBP

-0.9%

13 PrivilEdge - AXA IM Short Dur Infl Bd SH GBP MD

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

14 Standard Life Inv Global Index Linked Bd Ret Acc GBP

-1.3%

15 CGAM Real Return GBP

-2.0%

16 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

Fund Name Currency Risk
12 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1

13 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

14 Standard Life Inv Global Index Linked Bd Ret Acc GBP

4.3

15 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

16 CGAM Real Return GBP

9.2

Fund Name Currency Loss
12 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.8%

13 Standard Life Inv Global Index Linked Bd Ret Acc GBP

-2.2%

14 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

15 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

16 CGAM Real Return GBP

-9.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 -4.4% 0.0% -3.0% -1.6% 0.1%
2016 22.9% 6.9% 8.6% 3.5% 2.3%
2015 2.5% 4.2% -5.4% 2.5% 1.5%
2014 4.3% 0.7% 0.1% 1.8% 1.6%
2013 -11.0% 4.1% -7.1% -4.1% -4.0%
2012 1.9% -2.5% 4.4% 0.6% -0.4%
2011 14.1% 0.3% 4.7% 5.6% 2.9%
2010 10.5% 7.9% 1.3% 1.7% -0.6%
2009 0.2% 2.5% -10.9% 11.3% -1.4%
2008 31.2% 8.7% -0.1% 1.9% 18.6%
2007 9.0% -0.7% -2.3% 5.8% 6.2%
2006 -4.5% -2.2% -2.5% 0.6% -0.4%
2005 11.1% 0.1% 4.5% 4.4% 1.7%
2004 -0.7% 6.2% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date05/03/2004
  • Share Class size459Mn
  • Base currencyGBP
  • ISIN IE0034304117

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0.25

Related News

£570m bond fund hard closes over liquidity fears

The CG Real Return fund, which has £573 million of assets under management, will hard close next week.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).