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Groupama Index Inflation Monde I C/D

Ranked 6 out of 50 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Nicolas Dubus

Objective

The management objective is to outperform the benchmark, the Barclays Global Inflation Linked Total Return (hedged in EUR) net dividends reinvested. The fund's portfolio consists of 50% minimum inflation-indexed bonds. The fund invests at least 75% of net assets in securities of state or quasi-governmental organizations (explicit government guarantee) granted an Investment Grade rating (issuers with a rating greater than or equal to BBB- according to Standard & Poor's agency or equivalent).

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

Performance

Global Inflation Linked over : 31/03/2017 - 31/03/2018
  • Rank 6/50 Total Return
  • Rank 39/50 Standard Deviation
  • Rank 37/50 Max Drawdown
Fund Name Currency Loss
35 AXA WF Global Inflation Bonds I C EUR USD

-3.2%

36 Swiss Life Funds (LUX) Bd Inflation Prot R

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

37 Groupama Index Inflation Monde I C/D USD

-3.2%

38 PARVEST Bond Wld Inflation-Linked Classic Cap(USD) USD

-3.2%

39 Fideuram Fund Inflation Linked

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.6%
2017 15.0% 1.4% 5.9% 3.5% 3.5%
2016 5.1% 8.4% 0.9% 4.8% -8.3%
2015 -11.0% -7.9% 0.5% 0.0% -3.8%
2014 -4.4% 2.4% 2.0% -6.6% -2.0%
2013 -0.7% -1.3% -4.7% 4.7% 0.8%
2012 8.1% 3.7% -3.3% 3.2% 4.5%
2011 6.9% 6.9% 5.2% -4.8% -0.1%
2010 -2.0% -4.4% -8.4% 14.7% -2.5%
2009 11.6% -2.9% 7.2% 7.8% -0.6%
2008 0.9% 12.6% -1.4% -9.9% 0.9%
2007 13.3% 0.8% -0.5% 8.1% 4.6%
2006 6.4% -0.7% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Spain

Fund Info

  • Launch date26/01/2006
  • Share Class size29Mn
  • Base currencyEUR
  • ISIN FR0010263533

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

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