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Amundi Interinvest Bd Global Inflation - I16 HU(C)

Ranked 8 out of 53 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Benjamin Cavallier

Paris-born Benjamin Cavallier is a fixed income fund manager at Amundi Asset Management having joined the group in 2007. Before joining Amundi, Benjamin worked in various positions at AXA Investment Management between 2005 and 2007. Currently based in Paris, Benjamin holds a degree in Finance from the Université Paris Dauphine.

Isabelle Vic-Philippe

Isabelle Vic-Philippe is a currently a fund manager at Amundi. The active management investment style she employs is supported by a rigorous process that is based upon thorough performance analysis of duration, yield curve, and selection of stocks and distributors.

Objective

The fund is a feeder to Amundi Fds Bond Global Inflation OE-DH. The objective of this Sub-Fund is to outperform the Barclays WGILB All Markets Euro Hedged by selecting international inflation-linked bonds having the best risk/return profile over 3 years. The Investment Manager aims to maintain a level of modified duration between 6 and 12. The Investment Managers invests at least 50% of its net assets in investment grade inflation-linked bonds denominated in currencies of the OECD or of a European Union member state.

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

Performance

Global Inflation Linked over : 30/11/2017 - 30/11/2018
  • Rank 8/53 Total Return
  • Rank 31/53 Standard Deviation
  • Rank 25/53 Max Drawdown
Fund Name Currency Risk
29 Amundi Fds Bond Global Inflation - AE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

30 Allianz Global Inflation-Linked Bond - W USD USD

4.6

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

Currency exposure is hedged

Currency exposure is hedged

USD

4.8

32 Colchester Global Real Return Bond USD Unhdg Acc USD

5.5

33 Pramerica SICAV - Global Inflation Linked I USD

5.6

Fund Name Currency Loss
23 Danske Invest Globale Lange Indeksobl- Akk DKK h

Currency exposure is hedged

Currency exposure is hedged

DKK

-3.9%

24 NN (L) Global Infl Lkd Bd P Cap EUR Hiii

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

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

Currency exposure is hedged

Currency exposure is hedged

USD

-4.2%

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

-4.3%

27 Fonditalia Inflation Linked - R

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 0.9% 0.4%
2017 -1.0% -2.7% -1.5% 0.7% 2.6%
2016 2.0% -4.6% -1.4% 2.2% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date30/12/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1331051075
  • Currency exposure is hedged

Purchase Info

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

Charges

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