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Insight Inflation-Linked Corporate Bond Inst W Acc

Ranked 1 out of 15 in - Sterling Inflation Linked over 12 months
All calculations are in GBP unless stated

Managed by

Dave Hooker

Dave Hooker works at Insight Investments where he runs bond strategies with a macro and fundamental investment style. He has accumulated over 20 years of experience in finance having worked at NPI from 1989 to 2002, and at Royal SunAlliance for six years. He joined Insight in 2002. David has an economics degree from the University of Sheffield, and holds the ASIP qualification. Currently based in London, David's interests include football.

Objective

The fund aims to generate attractive returns relative to UK inflation levels over the medium to long term. The Fund Will: invest in the UK; invest in a portfolio of bonds (inflation-linked and non-inflation linked) issued by governments and companies and other public entities; invest mainly in sterling denominated and non-sterling denominated bonds and similar debt investments; invest in bonds with a high credit rating (i.e. investment grade bonds with a minimum creditrating of BBB- as rated by Standard and Poor's or similar agencies).

Performance

Sterling Inflation Linked over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 1.3% 1.0%
2016 9.6% -0.5% 2.9% 6.3% 0.6%
2015 -0.7% 1.4% -1.3% -1.7% 0.9%
2014 5.0% 2.6% 1.5% 0.2% 0.6%
2013 -3.2% 2.7% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/02/2013
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B8HY5051

Purchase Info

  • Min. initial investment1,000Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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