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HSBC GIF Global Inflation Linked Bond AC USD

Ranked 5 out of 53 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Objective

The sub-sub-fund aims to provide long term total return by investing in a portfolio of inflation linked bonds. The sub-fund invests (normally a minimum of 90% of its net assets) in inflation linked bonds which are issued by companies agencies or governments in both developed markets such as OECD countries and Emerging Markets. These securities are denominated in developed market and Emerging Market currencies. The sub-fund will not invest in securities issued by or guaranteed by issuers with a credit rating below Investment Grade at the time of purchase. The sub-fund may achieve its investment policy by investing up to 10% of its net assets in units or shares of UCITS and/or other Eligible UCIs (including other sub-funds of HSBC Global Investment Funds). The sub-fund may achieve its investment policy by investing in financial derivative instruments.

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

Performance

Global Inflation Linked over : 30/06/2017 - 30/06/2018
  • Rank 5/53 Total Return
  • Rank 13/53 Standard Deviation
  • Rank 6/53 Max Drawdown
Fund Name Currency Risk
11 Morningstar Global Inflation Linked Secs (Hdg) Z

Currency exposure is hedged

Currency exposure is hedged

AUD

2.1

12 Swiss Life Funds (LUX) Bd Inflation Prot R

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

13 HSBC GIF Global Inflation Linked Bond AC USD USD

2.6

14 CGAM Real Return USD

2.7

15 Amundi Interinvest Bd Global Inflation - I16 HU(C)

Currency exposure is hedged

Currency exposure is hedged

USD

2.7

Fund Name Currency Loss
4 CS (Lux) Global Inflation Linked Bond Fund EB USD USD

-0.7%

5 Morningstar Global Inflation Linked Secs (Hdg) Z

Currency exposure is hedged

Currency exposure is hedged

AUD

-0.8%

6 HSBC GIF Global Inflation Linked Bond AC USD USD

-0.8%

7 Swiss Life Funds (F) Bond Global Inflation P

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

8 Amundi Interinvest Bd Global Inflation - I16 HU(C)

Currency exposure is hedged

Currency exposure is hedged

USD

-1.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% 0.7%
2017 2.6% 0.3% -0.6% 0.9% 2.0%
2016 9.4% 3.7% 3.4% 3.5% -1.5%
2015 -1.5% 3.1% -2.8% -0.4% -1.3%
2014 6.9% 2.0% 2.5% 0.9% 1.4%
2013 -5.3% 1.1% -5.7% 0.4% -1.1%
2012 5.9% 1.0% 0.8% 1.9% 2.1%
2011 11.0% 1.8% 3.1% 3.3% 2.4%
2010 -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Greece
  4. Italy
  5. Jersey
  6. Luxembourg
  7. Portugal
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date06/07/2010
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU0518436224

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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