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CapitalAtWorkFoyer-Inflation atWork C EUR

Ranked 43 out of 53 in - Global Inflation Linked over 12 months
All calculations are in EUR unless stated

Objective

The objective of this sub-fund is to offer its investors a capital gain, predominantly through investment in bonds linked to inflation ("inflation-linked bonds") of European and US issuers denominated in various currencies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Inflation Linked over : 30/06/2017 - 30/06/2018
  • Rank 43/53 Total Return
  • Rank 19/53 Standard Deviation
  • Rank 29/53 Max Drawdown
Fund Name Currency Return
41 PIMCO GIS Global Low Duration Real Rtn E Acc USD USD

0.6%

42 Danske Invest Globale Lange Indeksobl- Akk DKK h

Currency exposure is hedged

Currency exposure is hedged

DKK

0.6%

43 CapitalAtWorkFoyer-Inflation atWork C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

44 Investin K Invest Indeksobligationer

Currency exposure is hedged

Currency exposure is hedged

DKK

0.1%

45 Natixis Global Inflation Fund I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

Fund Name Currency Risk
17 CPR Focus Inflation US - P (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0

18 AXA WF Universal Inflation Bonds A C USD USD

3.0

19 CapitalAtWorkFoyer-Inflation atWork C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

20 Fidelity Funds - Global Infl-Lnk Bond A-ACC-USD USD

3.2

21 Natixis Global Inflation Fund I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3

Fund Name Currency Loss
27 LGT Bond Fund Gl Inflation Linked (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

28 Fidelity Funds - Global Infl-Lnk Bond A-ACC-USD USD

-2.2%

29 CapitalAtWorkFoyer-Inflation atWork C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

30 Fideuram Fund Inflation Linked

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

31 NN (L) Global Infl Lkd Bd P Cap EUR Hiii

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 2.4%
2017 -3.2% -0.3% -2.6% -0.6% 0.3%
2016 3.6% 1.6% 1.7% -0.1% 0.3%
2015 2.3% 5.8% -2.4% -1.7% 0.7%
2014 7.6% 2.5% 2.9% 1.9% 0.2%
2013 -4.2% -0.6% -1.6% -0.2% -1.9%
2012 10.1% 4.5% -0.7% 3.9% 2.0%
2011 5.5% 0.3% 1.5% 1.8% 1.8%
2010 8.2% 2.2% 3.9% 1.9% -0.1%
2009 4.9% -0.4% 1.1% 3.2% 0.9%
2008 -7.3% -4.0% 2.3% -1.8% -3.9%
2007 1.9% 0.4% 0.7% 0.6% 0.2%
2006 -0.8% -2.0% -1.8% 3.0% 0.1%
2005 3.2% 0.7% 3.2% 2.3% -3.0%
2004 9.5% 4.1% -0.6% 3.1% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Luxembourg
  3. Netherlands
  4. Spain
  5. Switzerland

Fund Info

  • Launch date10/10/2003
  • Share Class size54Mn
  • Base currencyEUR
  • ISIN LU0175696946
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.60%

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