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Schroder ISF Glo Inflation Linked Bd

Ranked 8 out of 50 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Paul Grainger

Tom Sartain

Tom Sartain, CFA is a UK & European rates portfolio manager in the multi-sector team at Schroders Investment Management based in London. Thomas joined Schroders in 2005 as fund manager’s assistant on the global fixed income desk and prior to this, he was with the Royal Bank of Scotland. He graduated from the University of Reading with a BA (Hons) in Management and Business Administration.

Objective

To provide a combination of capital growth and income primarily through investment in a portfolio of inflation linked debt securities issued by governments, government agencies, supra-national and corporate issuers worldwide and financial derivative instruments (including total return swaps). Where the Fund uses total return swaps, the underlying consists of instruments in which the Fund may invest according to its Investment Objective. The Fund also has the flexibility to implement long and short active currency positions either via currency forwards or via the above instruments.

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

Performance

Global Inflation Linked over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.1%
2017 14.3% 1.6% 5.7% 3.5% 2.8%
2016 5.1% 8.8% 1.0% 5.7% -9.5%
2015 -11.4% -7.9% 0.3% -0.6% -3.5%
2014 -4.9% 2.3% 2.2% -6.7% -2.5%
2013 -1.5% -1.2% -5.0% 4.0% 1.0%
2012 7.4% 3.2% -3.6% 3.5% 4.3%
2011 7.6% 7.3% 4.9% -4.0% -0.4%
2010 -3.4% -4.9% -8.2% 14.6% -3.5%
2009 10.1% -2.9% 6.7% 7.7% -1.4%
2008 -5.8% 12.1% -1.1% -11.2% -4.3%
2007 16.0% 0.9% -0.5% 8.5% 6.6%
2006 9.2% -0.1% 4.3% 1.9% 2.9%
2005 -9.8% -5.2% -3.7% 0.9% -2.0%
2004 15.7% -1.1% -1.2% 5.3% 12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Italy
  13. Korea
  14. Liechtenstein
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. United Kingdom

Fund Info

  • Launch date28/11/2003
  • Share Class size1,226Mn
  • Base currencyEUR
  • ISIN LU0180781048

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment3

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