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

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

Managed by

Jeremy Church

Andy Weir

Andy Weir graduated from Nottingham University with a bachelor's degree in engineering. He is director of quantitative research and a portfolio manager at Fidelity International in London. Prior to joining Fidelity in 1997, he spent four years as a research analyst in the Semiconductor Physics Department at Oxford University and also worked in fixed income research at JP Morgan for five years. He holds the Investment Management Certificate (IMC).

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. The fund may make extensive use of financial derivative instruments.

Performance

Global Inflation Linked over : 31/10/2013 - 31/10/2014
  • Rank 12/15 Total Return
  • Rank 1/15 Standard Deviation
  • Rank 1/15 Max Drawdown
Fund Name Return
10 Royal London Global Index Linked A Inc

3.6%

11 Legal & General Global Inflation Lnkd Bd Idx F Acc

3.0%

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

Currency exposure is hedged

Currency exposure is hedged

0.3%

13 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.1%

14 Fidelity Funds - Emerg Mkts Infl Ln Bd Y-GBP

-0.7%

Fund Name Risk
1 Fidelity Funds - Global Infl-lnk Bond A-GBP H

Currency exposure is hedged

Currency exposure is hedged

0.7

2 HSBC GIF Global Inflation Linked Bond IC HGBP

1.1

3 Schroder ISF Glo Inflation Linked Bd GBPH C Dis

Currency exposure is hedged

Currency exposure is hedged

1.1

4 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

1.2

5 Legal & General Global Inflation Lnkd Bd Idx F Acc

1.2

Fund Name Loss
1 Fidelity Funds - Global Infl-lnk Bond A-GBP H

Currency exposure is hedged

Currency exposure is hedged

-1.4%

2 Schroder ISF Glo Inflation Linked Bd GBPH C Dis

Currency exposure is hedged

Currency exposure is hedged

-1.8%

3 HSBC GIF Global Inflation Linked Bond IC HGBP

-1.8%

4 Legal & General Global Inflation Lnkd Bd Idx F Acc

-2.2%

5 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

-2.3%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% 0.8% 2.0% -1.1% -0.1%
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 2.4% 1.5% -1.2% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Denmark
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date29/05/2008
  • Share Class size65Mn
  • Base currencyGBP
  • ISIN LU0353648974
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,500
  • Min. additional investment0

Charges

  • Annual management0.5%

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