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CGAM Real Return

Ranked 12 out of 14 in - Global Inflation Linked over 12 months
All calculations are in GBP

Objective

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

Performance

Global Inflation Linked over : 31/12/2013 - 31/12/2014
  • Rank 12/14 Total Return
  • Rank 12/14 Standard Deviation
  • Rank 8/14 Max Drawdown
Fund Name Return
10 PIMCO GIS Global Adv Real Rtn Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

6.4%

11 Legal & General Global Inflation Lnkd Bd Idx F Acc

4.6%

12 CGAM Real Return

4.3%

13 Fidelity Funds - Global Infl-lnk Bond A-GBP H

Currency exposure is hedged

Currency exposure is hedged

0.0%

14 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.6%

Fund Name Risk
10 PIMCO GIS Global Real Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

1.2

11 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

1.4

12 CGAM Real Return

1.4

13 Legg Mason WA Glo Inflation-Linked LM Acc Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

1.7

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

Currency exposure is hedged

Currency exposure is hedged

1.8

Fund Name Loss
6 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

-1.8%

7 Royal London Global Index Linked A Inc

-1.8%

8 CGAM Real Return

-1.8%

9 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

-1.9%

10 Legal & General Global Inflation Lnkd Bd Idx F Acc

-2.2%

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
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 size562Mn
  • Base currencyGBP
  • ISIN IE0034304117

Purchase Info

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

Charges

  • Annual management0.3%
  • Initial investment0

Related News

M&G’s Woolnough: don’t worry about bond liquidity

Richard Woolnough, manager of the giant M&G Optimal Income fund, has dismissed fears about declining liquidity in fixed income markets.

£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 GBP).