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CS (Lux) Global Inflation Linked Bond Fund EB USD

Ranked 10 out of 51 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Objective

This Bond Fund is actively managed aiming to outperform the return of a Barclays World Inflation-Linked (Hedged into USD) benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in fixed income securities which have a minimum credit rating of BBB- (Standard & Poors). Investments in inflation-linked fixed income securities will account for a larger proportion than investments in other fixed income securities. The Fund can use derivatives to achieve the above aims. The Fund uses derivatives to reduce the impact of changes in currency exchange rates on the performance.

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

Performance

Global Inflation Linked over : 30/09/2017 - 30/09/2018
  • Rank 10/51 Total Return
  • Rank 4/51 Standard Deviation
  • Rank 4/51 Max Drawdown
Fund Name Currency Risk
2 PrivilEdge - AXA IM Short Duration Infl Bd USD MA USD

0.8

2 AXA WF Global Inflation Short Duration Bds AC USD USD

0.8

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

1.2

5 Swiss Life Funds (F) Bond Global Inflation P

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

6 Investin K Invest Indeksobligationer

Currency exposure is hedged

Currency exposure is hedged

DKK

1.3

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% 0.6% -0.1%
2017 2.0% 0.5% 0.1% 0.7% 0.7%
2016 4.1% 2.4% 1.5% 1.1% -0.9%
2015 -0.9% 3.1% -3.9% 0.4% -0.4%
2014 9.0% 2.5% 2.6% 1.3% 2.3%
2013 -5.2% 1.8% -5.8% 0.3% -1.4%
2012 6.7% 1.0% 1.4% 2.3% 1.8%
2011 9.7% 0.6% 2.8% 3.7% 2.3%
2010 6.0% 1.3% 2.5% 2.9% -0.9%
2009 6.8% 1.7% 0.6% 3.2% 1.2%
2008 -0.1% 3.9% -0.4% -1.4% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Spain
  8. Switzerland

Fund Info

  • Launch date25/10/2007
  • Share Class size202Mn
  • Base currencyUSD
  • ISIN LU0324196079

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment3.00%

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