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Fidelity Funds - Global Infl-Lnk Bond Y-ACC-EUR H

Ranked 7 out of 13 in - Global Inflation Linked over 12 months
All calculations are in EUR unless stated

Managed by

Ian Fishwick

Prior to becoming a fellow of the Institute of Actuaries, Ian studied natural sciences at Manchester and at Downing College Cambridge between 1974 and 1984. His career as an actuary was short-lived after joining Sun Life of Canada where he went from being a credit analyst to a fund manager to head of fixed income and finally attaining the title of CEO. He then joined Credit Suisse in 2000 where he worked for seven years before joining Fidelity where he currently works on the fixed income desk. In his spare time, among other things, Ian is a keen golfer and chess player.

Tim Foster

Objective

The aim of the fund is to generate an attractive real level of income and capital appreciation by utilising a range of strategies from within, amongst others, the global inflation-linked interest rate and credit markets. The fund invests primarily in inflation-linked bonds, nominal bonds and other debt securities of worldwide issuers in developed and emerging markets. It may invest up to 30% in Money Market Instruments, up to 25% in convertible bonds and up to 10% in shares and other participations rights.

Showing fund performance in Norway View performance globally

Performance

Global Inflation Linked over : 31/07/2016 - 31/07/2017
  • Rank 7/13 Total Return
  • Rank 3/13 Standard Deviation
  • Rank 3/13 Max Drawdown
Fund Name Currency Return
5 Schroder ISF Glo Inflation Linked Bd A Acc EUR

-0.6%

6 PIMCO GIS Global Low Dur Real Rtn E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

7 Fidelity Funds - Global Infl-Lnk Bond Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

8 SLI Glo SICAV Glbl Inflation-Linked Bond DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

9 AXA WF Global Inflation Short Duration Bds AC EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

Fund Name Currency Risk
1 AXA WF Global Inflation Short Duration Bds AC EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0

2 PIMCO GIS Global Low Dur Real Rtn E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0

3 Fidelity Funds - Global Infl-Lnk Bond Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

4 AXA WF Universal Inflation Bonds I C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6

5 Amundi Fds Bond Global Inflation - AE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4

Fund Name Currency Loss
1 PIMCO GIS Global Low Dur Real Rtn E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

2 AXA WF Global Inflation Short Duration Bds AC EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

3 Fidelity Funds - Global Infl-Lnk Bond Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

4 PIMCO GIS Global Adv Real Ret Inst EUR PHdg Inc II

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

5 PIMCO GIS Global Real Return Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -0.2% -0.3%
2016 2.4% 1.5% 0.6% 1.0% -0.7%
2015 -2.4% 0.9% -1.1% -2.3% 0.1%
2014 -0.2% 0.7% 2.0% -1.1% -1.6%
2013 -4.7% 0.3% -4.6% 0.4% -0.8%
2012 4.9% 2.0% 0.2% 1.7% 0.9%
2011 5.3% 0.9% 2.5% 0.9% 1.0%
2010 6.1% 1.2% 2.8% 3.6% -1.5%
2009 9.6% 0.4% 3.0% 4.3% 1.6%
2008 -1.4% -1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Guernsey
  9. Hong Kong
  10. Iceland
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Macau
  16. Netherlands
  17. Norway
  18. Oman
  19. Qatar
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date29/05/2008
  • Share Class size241Mn
  • Base currencyEUR
  • ISIN LU0353649436
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0

Related News

European bonds specialist departs Fidelity

Fixed income fund manager ends 14-year stint with investment firm and steps down from €924m fund, Citywire Global has learned.

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