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Ostrum Global Inflation Fund I/A (EUR)

Ranked 45 out of 51 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Abdelaatik Dniguer

Abdel Rani-Guermat

Abdel-Rani Guermat is fixed-income portfolio manager at Natixis Asset Management, a position he has held since September 2007. He started his career at the group in 2003 as an assistant portfolio manager in the insurance sector. In November 2005 he became an insurance portfolio manager allocator. Guermat holds a master’s degree in financial markets.

Objective

The investment objective of the fund is to outperform the Barclays World Government Inflation-Linked All Maturities Index Hedged in Euro over the recommended investment period of 2 years. The Fund invests primarily in inflation-linked debt securities of issuers worldwide. The Fund invests at least two-thirds of its total assets in inflation-linked debt securities issued by worldwide issuers. Debt securities include debt securities issued or guaranteed by sovereign governments, public international bodies or other public issuers, corporate debt securities, certificates of deposit and commercial papers. Such debt securities may have a fixed, adjustable or variable rate.

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

Performance

Global Inflation Linked over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.0% -6.0% -2.2%
2017 14.8% 1.8% 5.6% 3.3% 3.4%
2016 4.2% 7.8% 1.1% 4.4% -8.5%
2015 -12.1% -7.6% -0.2% -0.4% -4.3%
2014 -3.7% 2.4% 2.2% -6.4% -1.7%
2013 -2.1% -1.2% -5.4% 4.8% 0.0%
2012 7.3% 3.5% -3.6% 3.0% 4.4%
2011 8.9% 7.8% 5.4% -4.4% 0.3%
2010 -1.8% -4.5% -6.9% 14.3% -3.4%
2009 11.4% -2.4% 6.6% 7.6% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date07/07/2006
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU0255251166

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%

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