A passively managed fund investing predominantly in long-dated government issued securities.
The Fund returned -2.6% for the quarter which was broadly in line with its comparable index. Over the period gilts yields rose across the spectrum. However, given the tighter liquidity and risk further along the curve, long dated stocks underperformed their all-maturities counterparts.
Regulatory change and LDI type strategies will continue to provide structural support to the long end of gilt market.
Latest Price | 0.00 | IMA Sector | UK Gilts |
---|---|---|---|
Currency | Launch Date | 15/03/2005 | |
Fund Size | 1060.00m | Fund Manager | |
ISIN | GB00B067G845 | Dividend | 0.00 |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 15/03/2005 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.15% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.03 |
You are here: research