Royal London Shrt Dur Glb Idx Lnkd M Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.96%
  • 3 Year sharpe0.71
  • 3 Year alpha0.02
  • Distribution Typeincome
  • BenchmarkBBgBarc WGILB1-10(xUK70%+UKILB30%)TRUSD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.27%
  • IA SectorGlobal Bonds
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00BD050F05

Investment Strategy

The Fund’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3–5 years, by predominantly investing in short-duration (1-10 years) index-linked bonds. At least 80% of the Fund will be invested in index-linked bonds with a duration of up to 10 years. These may include UK and global index linked government and corporate bonds that may be investment grade or non-investment grade. At least 70% of these investments will be made in the UK, North America and Europe, and will be sterling-denominated or hedged back to sterling.

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