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Standard Life Inv Global Index Linked Bd

Ranked 13 out of 15 in - Global Inflation Linked over 12 months
All calculations are in GBP unless stated

Managed by

Adam Skerry

Objective

The Fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in sovereign-issued and corporate inflation-linked bonds. The fund is actively managed by our investment team who may also invest in other bonds (such as conventional government bonds and corporate bonds) to try to take advantage of opportunities they have identified. Non-Sterling denominated assets will typically be hedged back to Sterling. The fund may use derivatives for the purpose of efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

Global Inflation Linked over : 30/04/2017 - 30/04/2018
  • Rank 13/15 Total Return
  • Rank 14/15 Standard Deviation
  • Rank 13/15 Max Drawdown
Fund Name Currency Return
11 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

12 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

13 Standard Life Inv Global Index Linked Bd Ret Acc GBP

-1.3%

14 LGT Bond Fund Gl Inflation Linked GBP A GBP

-1.5%

15 CGAM Real Return GBP

-4.5%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

12 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

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

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 CGAM Real Return GBP

8.5

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

12 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.2%

13 Standard Life Inv Global Index Linked Bd Ret Acc GBP

-2.2%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

15 CGAM Real Return GBP

-9.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 1.4% 0.4% -0.7% 0.0% 1.7%
2016 9.5% 3.9% 4.3% 4.8% -3.6%
2015 -1.4% 3.0% -3.6% 0.6% -1.3%
2014 8.2% 2.3% 2.8% 0.6% 2.3%
2013 -6.0% 1.7% -6.1% -0.2% -1.3%
2012 4.6% 0.3% 1.8% 0.7% 1.7%
2011 12.3% 1.6% 3.3% 3.2% 3.8%
2010 5.0% 0.7% 2.6% 3.5% -1.9%
2009 8.7% 2.3% 1.1% 3.4% 1.6%
2008 1.1% 3.6% 1.1% -0.4% -3.1%
2007 7.2% 0.9% -1.6% 3.7% 4.1%
2006 0.2% -1.5% -0.8% 4.5% -1.8%
2005 6.1% 0.0% 3.9% 1.9% 0.2%
2004 4.1% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/05/2004
  • Share Class size1,258Mn
  • Base currencyGBX
  • ISIN GB00B00ZJK75

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment1

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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).