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AXA Sterling Index Linked Bond R Acc Net

Ranked 15 out of 15 in - Sterling Inflation Linked over 12 months
All calculations are in GBP unless stated

Managed by

John Madziyire

Objective

The aim of the Fund is to provide income and capital growth, with the objective of reducing the negative effect of inflation over the long term. The Fund invests primarily in a portfolio of index-linked bonds issued by the UK government. The fund manager also seeks to increase performance of the Fund by investing in non-governmental, nonindex- linked, and non-Sterling denominated bonds where these offer better value.

Performance

Sterling Inflation Linked over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% -2.7% -1.0%
2016 26.1% 5.5% 10.6% 15.0% -6.1%
2015 -1.2% 4.0% -4.6% 2.5% -2.8%
2014 20.3% 3.1% 2.4% 5.0% 8.7%
2013 0.1% 7.9% -5.3% -1.1% -0.8%
2012 0.2% -2.2% 0.4% -2.6% 4.8%
2011 22.0% -0.2% 4.3% 7.1% 9.4%
2010 7.9% 1.8% 1.6% 3.5% 0.8%
2009 5.0% -2.3% 3.4% 2.5% 1.5%
2008 2.0% 2.7% 1.1% -1.2% -0.6%
2007 7.5% -1.0% -2.7% 4.9% 6.4%
2006 0.7% -1.2% -1.6% 4.6% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/2004
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB00B0LLCP07

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.75%
  • Initial investment4

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