abrdn Short Duration Global Inflation-Linked Bond Fund Institutional "S" AccumulationRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.5 | 4.2 | -5.2 | 4.9 | 2.4 | |
+/-Cat | -2.2 | -0.6 | 7.5 | 1.0 | 0.7 | |
+/-B’mrk | -4.1 | -1.0 | 13.4 | 1.5 | 1.3 | |
Category: Global Inflation-Linked Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Trsy Inf-Ln... |
Key Stats | ||
NAV 27/09/2024 | GBX 59.91 | |
Day Change | -0.17% | |
Morningstar Category™ | Global Inflation-Linked Bond - GBP Hedged | |
IA (formerly IMA) Sector | Global Inflation Linked Bond | |
ISIN | GB00BP25R734 | |
Fund Size (Mil) 27/09/2024 | GBP 301.93 | |
Share Class Size (Mil) 27/09/2024 | GBP 93.04 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 0.29% |
Investment Objective: abrdn Short Duration Global Inflation-Linked Bond Fund Institutional "S" Accumulation |
To generate income and some growth over the long term (5 years or more) by investing in inflation-linked bonds with a maturity of up to 10 years. At least 70% of the fund will be invested in inflation-linked investment grade government bonds issued anywhere in the world with a maturity of up to 10 years. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Adam Skerry 01/01/2015 | ||
Tom Walker 01/08/2019 | ||
Inception Date 16/09/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
70% Bloomberg World Govt IL 1-10Y TR Hdg GBP , 30% Bloomberg UK Govt Infl Lkd 1-10Y TR GBP | Morningstar Gbl Trsy Inf-Lnkd GR Hdg GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for abrdn Short Duration Global Inflation-Linked Bond Fund Institutional "S" Accumulation | 31/08/2024 |
|
|