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ESPA BOND INFLATION LINKED EUR R01 T

Ranked 32 out of 50 in - Global Inflation Linked over 12 months
All calculations are in EUR unless stated

Managed by

Christian Gaier

Objective

The bond fund aims to maintain value and current income. For the investment fund, at least 51% of the fund's assets are invested in inflation-linked government bonds, in the form of directly acquired individual titles. In addition, conventional government bonds, as well as inflation-linked and conventional bonds issued by other issuers (e.g., corporate bonds), may be acquired that are rated in the investment grade (or equivalent) rating by recognized rating agencies. A total of up to 10% of the fund's assets may be invested in units of investment funds.

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

Performance

Global Inflation Linked over : 31/03/2017 - 31/03/2018
  • Rank 32/50 Total Return
  • Rank 3/50 Standard Deviation
  • Rank 3/50 Max Drawdown
Fund Name Currency Risk
1 PIMCO GIS Global Low Duration Real Rtn E Acc USD USD

0.8

2 AXA WF Global Inflation Short Duration Bds AC USD USD

1.0

3 ESPA BOND INFLATION LINKED EUR R01 T

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

4 Danske Inv Glob Mel Indeksobl

Currency exposure is hedged

Currency exposure is hedged

DKK

1.5

5 CS (Lux) Global Inflation Linked Bond Fund EB USD USD

1.6

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 0.8% -1.4% 0.4% 0.7% 1.1%
2016 1.2% -0.3% 0.5% 0.9% 0.2%
2015 0.8% 2.7% -1.5% -0.8% 0.5%
2014 3.7% 1.7% 2.6% 0.6% -1.2%
2013 -0.6% -1.4% -0.9% 0.9% 0.8%
2012 10.6% 5.1% -2.7% 5.3% 2.7%
2011 -1.8% 0.8% 0.6% -0.8% -2.5%
2010 2.7% -0.7% 3.1% 2.3% -1.9%
2009 4.8% 2.5% -1.4% 1.2% 2.3%
2008 1.4% 5.9% -0.7% -0.7% -2.9%
2007 8.0% 2.0% -2.3% 4.5% 3.6%
2006 -2.4% -2.7% -0.9% 3.3% -1.9%
2005 1.1% -0.9% 3.3% -0.5% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria

Fund Info

  • Launch date03/12/2004
  • Share Class size164Mn
  • Base currency
  • ISIN AT0000619895
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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