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Standard Life Inv S Dur Glbl Idx Ld Bd Ins S Inc

Ranked 22 out of 53 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Adam Skerry

Objective

The fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in government and corporate inflation-linked bonds with a maturity of up to 10 years. The fund is actively managed by our investment team who may also invest a proportion of assets in other bonds (e.g. conventional government bonds, corporate bonds and floating rate notes (FRNs) and/ or money market instruments) in order to try to take advantage of opportunities they have identified. Non-sterling denominated assets will typically be hedged back to sterling.

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 3.3% -5.6%
2017 10.6% 1.8% 3.7% 3.6% 1.1%
2016 -12.0% -0.1% -5.2% -1.1% -6.1%
2015 -6.1% -3.9% 5.0% -3.9% -3.2%
2014 -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/06/2014
  • Base currencyGBP
  • ISIN GB00BP25R841

Purchase Info

  • Min. initial investment150Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0

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