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CGAM Real Return

Ranked 9 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 : 30/04/2014 - 30/04/2015
  • Rank 9/14 Total Return
  • Rank 14/14 Standard Deviation
  • Rank 12/14 Max Drawdown
Fund Name Return
7 Standard Life Inv Global Index Linked Bd Ret Acc

Currency exposure is hedged

Currency exposure is hedged

7.2%

8 Royal London Global Index Linked A Inc

7.1%

9 CGAM Real Return

6.2%

10 Legal & General Global Inflation Lnkd Bd Idx F Acc

4.3%

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

Currency exposure is hedged

Currency exposure is hedged

2.6%

Fund Name Risk
10 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

1.6

11 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

1.6

12 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

1.7

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

Currency exposure is hedged

Currency exposure is hedged

2.2

14 CGAM Real Return

2.4

Fund Name Loss
10 PIMCO GIS Global Low Dur Real Rtn Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-2.8%

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

Currency exposure is hedged

Currency exposure is hedged

-2.9%

12 CGAM Real Return

-3.4%

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

Currency exposure is hedged

Currency exposure is hedged

-3.5%

14 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-6.8%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 4.2%
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 size554Mn
  • 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).