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Swiss Life Funds (F) Bond Global Inflation P

Ranked 36 out of 50 in - Global Inflation Linked over 12 months
All calculations are in EUR unless stated

Managed by

Dimitri Andraos

Dimitri Andraos attended the University of Paris Dauphine, where he obtained a Masters degree in management sciences. He started his career at Paribas Asset Management where he worked as a junior in international obligations and currencies. He moved to Credit Lyonnais Asset Management in 1999 before joining Boussard and Gavaudan in 2003. Dimitri is currently Head of Fixed Income for Swiss Life Asset Management and currently manages the SLF Global Inflation fund.

Guillaume Tergny

Objective

The fund aims to outperform its benchmark over the 5 year recommended investment period. It can invest from 50 to 100% of the assets in bonds issued by government and private ones with fix rate as well as inflation indexed bonds. The sensibility range can vary from 5 to 15. The exposure to interest rate risk can reach 200% of the portfolio. The fund systematically covers currency risk.

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

Performance

Global Inflation Linked over : 31/03/2017 - 31/03/2018
  • Rank 36/50 Total Return
  • Rank 8/50 Standard Deviation
  • Rank 6/50 Max Drawdown
Fund Name Currency Return
34 CS (Lux) Global Inflation Linked Bond Fund EB USD USD

1.4%

35 AXA WF Global Inflation Short Duration Bds AC USD USD

0.7%

36 Swiss Life Funds (F) Bond Global Inflation P

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

37 PIMCO GIS Global Low Duration Real Rtn E Acc USD USD

0.2%

38 Natixis Global Inflation Fund I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

Fund Name Currency Risk
6 Investin K Invest Indeksobligationer

Currency exposure is hedged

Currency exposure is hedged

DKK

1.7

7 BankInvest Globale Indeksobligationer A

Currency exposure is hedged

Currency exposure is hedged

DKK

1.8

8 Swiss Life Funds (F) Bond Global Inflation P

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

9 LGT Bond Fund Gl Inflation Linked (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2

10 AXA WF Universal Inflation Bonds A C USD USD

2.4

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

-0.7%

5 AXA WF Universal Inflation Bonds A C USD USD

-0.9%

6 Swiss Life Funds (F) Bond Global Inflation P

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

7 Morningstar Global Inflation Linked Secs (Hdg) Z

Currency exposure is hedged

Currency exposure is hedged

AUD

-1.1%

8 Fidelity Funds - Global Infl-Lnk Bond A-ACC-USD USD

-1.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4%
2017 0.0% -0.5% -0.3% 0.1% 0.7%
2016 5.0% 1.5% 2.1% 2.3% -0.9%
2015 0.1% 3.3% -2.6% -0.4% -0.1%
2014 7.3% 2.2% 2.1% 2.0% 0.9%
2013 -2.2% 0.2% -2.5% 0.2% -0.2%
2012 7.5% 2.1% 1.3% 2.3% 1.5%
2011 6.7% 1.2% 2.1% 2.0% 1.3%
2010 5.0% 1.8% 2.1% 2.9% -1.8%
2009 5.6% -0.2% 0.3% 3.9% 1.5%
2008 -0.6% 2.8% 0.8% -3.4% -0.8%
2007 3.4% -0.7% -3.0% 3.7% 3.6%
2006 -2.9% -4.2% -2.3% 5.1% -1.3%
2005 0.9% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland

Fund Info

  • Launch date20/06/2005
  • Share Class size27Mn
  • Base currency
  • ISIN FR0010636399
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.001

Charges

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