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

Ranked 11 out of 12 in - Global Inflation Linked over 12 months
All calculations are in GBP unless stated

Managed by

Ian Fishwick

Prior to becoming a fellow of the Institute of Actuaries, Ian studied natural sciences at Manchester and at Downing College Cambridge between 1974 and 1984. His career as an actuary was short-lived after joining Sun Life of Canada where he went from being a credit analyst to a fund manager to head of fixed income and finally attaining the title of CEO. He then joined Credit Suisse in 2000 where he worked for seven years before joining Fidelity where he currently works on the fixed income desk. In his spare time, among other things, Ian is a keen golfer and chess player.

Tim Foster

Objective

The aim of the fund is to generate an attractive real level of income and capital appreciation by utilising a range of strategies from within, amongst others, the global inflation-linked interest rate and credit markets. The fund invests primarily in inflation-linked bonds, nominal bonds and other debt securities of worldwide issuers in developed and emerging markets. It may invest up to 30% in Money Market Instruments, up to 25% in convertible bonds and up to 10% in shares and other participations rights.

Showing fund performance in United Kingdom View performance globally

Performance

Global Inflation Linked over : 30/04/2016 - 30/04/2017
  • Rank 11/12 Total Return
  • Rank 2/12 Standard Deviation
  • Rank 2/12 Max Drawdown
Fund Name Currency Return
8 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.9%

9 SLI Short Duration Glbl Index-Lnkd Bond Ins S Inc GBP

3.5%

10 AXA WF Global Inflation Short Duration Bds IC GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

12 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.7%

Fund Name Currency Risk
1 AXA WF Global Inflation Short Duration Bds IC GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

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

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0

3 SLI Short Duration Glbl Index-Lnkd Bond Ins S Inc GBP

2.5

4 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

5 PIMCO GIS Global Real Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.8

Fund Name Currency Loss
1 AXA WF Global Inflation Short Duration Bds IC GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

3 SLI Short Duration Glbl Index-Lnkd Bond Ins S Inc GBP

-1.6%

4 PIMCO GIS Global Real Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

5 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.0%
2016 3.0% 1.6% 0.9% 1.3% -0.7%
2015 -2.3% 0.9% -1.0% -2.1% -0.1%
2014 0.0% 0.8% 2.0% -1.1% -1.6%
2013 -4.3% 0.5% -4.5% 0.5% -0.8%
2012 4.9% 2.0% 0.2% 1.8% 0.9%
2011 5.1% 1.0% 2.1% 0.9% 1.0%
2010 5.7% 1.4% 2.3% 3.7% -1.6%
2009 10.0% 0.3% 3.0% 4.6% 1.8%
2008 -1.2% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Denmark
  3. France
  4. Guernsey
  5. Ireland
  6. Jersey
  7. Luxembourg
  8. Portugal
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date29/05/2008
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN LU0353648974
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment3.5

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