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Standard Life Inv Global Index Linked Bd

Ranked 10 out of 14 in - Global Inflation Linked over 12 months
All calculations are in GBP

Managed by

Jonathan Gibbs

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.

Performance

Global Inflation Linked over : 31/07/2013 - 31/07/2014
  • Rank 10/14 Total Return
  • Rank 6/14 Standard Deviation
  • Rank 8/14 Max Drawdown
Fund Name Return
8 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

3.9%

9 AXA WF Universal Inflation Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

3.9%

10 Standard Life Inv Global Index Linked Bd Ret Acc

Currency exposure is hedged

Currency exposure is hedged

3.8%

11 PIMCO GIS Global Advantage Real Rtn I GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

2.3%

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

Currency exposure is hedged

Currency exposure is hedged

1.8%

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

Currency exposure is hedged

Currency exposure is hedged

1.0

5 AXA WF Global Inflation Bonds I H GBP

Currency exposure is hedged

Currency exposure is hedged

1.0

6 Standard Life Inv Global Index Linked Bd Ret Acc

Currency exposure is hedged

Currency exposure is hedged

1.1

7 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

1.1

8 Royal London Global Index Linked A Inc

1.2

Fund Name Loss
6 SLI Glo SICAV Glbl Inflation-Linked Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

-2.3%

7 Payden Global Inflation-Linked Bond GBP Dis Hdgd

Currency exposure is hedged

Currency exposure is hedged

-2.5%

8 Standard Life Inv Global Index Linked Bd Ret Acc

Currency exposure is hedged

Currency exposure is hedged

-2.7%

9 Royal London Global Index Linked A Inc

-2.8%

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

Currency exposure is hedged

Currency exposure is hedged

-2.8%

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 5.5% 2.3% 2.8% 0.4%
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 7.1% -0.1% 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 size851Mn
  • Base currencyGBP
  • ISIN GB00B00ZJK75
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.0%
  • Initial investment4

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