Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Schroder ISF Glo Inflation Linked Bd

Ranked 21 out of 53 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 : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.1% -5.8%
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. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Italy
  15. Korea
  16. Liechtenstein
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Poland
  22. Portugal
  23. Singapore
  24. Slovakia
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Kingdom

Fund Info

  • Launch date28/11/2003
  • Share Class size1,210Mn
  • Base currencyEUR
  • ISIN LU0180781048

Purchase Info

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

Charges

  • Initial investment3

Related News

Bond manager Isaac latest Schroders exit

Fund manager calls time on five-year stint with asset management firm and hands over host of global and European strategies.

Schroders' Isaac: why I'm positive on European high yield

The Citywire A-rated bond manager outlines why now is the time to invest in the asset class and how converts could prove crucial in 2015.

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