Quick Stats

Bid Price - Offer Price -
Mid Price GBX 50.96 Day Change GBX 0.00 (0.00%)
Price Date 22 Jan 2018 Crown Rating
Shares Class Inc. Yield 0.46 %
Total Expense Ratio 0.00 Fund Size 403,400,000.00
Launch Date 16/09/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 2,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BP25RC86 Min TopUp (£) 50,000.00

Fund Objective

The fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in government and corporate inflation-linked bonds with a maturity of up to 10 years. The fund is actively managed by our investment team who may also invest a proportion of assets in other bonds (e.g. conventional government bonds, corporate bonds and floating rate notes (FRNs) and/ or money market instruments) in order to try to take advantage of opportunities they have identified. Non-sterling denominated assets will typically be hedged back to sterling.

Fund Managers

Adam Skerry
Adam Skerry – Portfolio Manager, Working in the industry since 1998. Adam is responsible for the management of inflation-linked bond portfolios and idea generation across a range of inflation, nominal government bond and multi-asset funds. Adam joined Standard Life Investments as an Investment Director on the Real Returns team in March 2011. Adam began his career in 1998 at PricewaterhouseCoopers and then moved onto other investment management roles at Henderson Global Investors, Saxon Financial, and Baring Asset Management. Adam has three years investment experience at Standard Life Investments with 15 years’ experience in the industry. Professional qualifications include ASIP, IMC and a BA (Hons).
Katy Forbes
Katy Forbes, Investment Director, joined the Real Returns team in 2008 and has been a secondary manager on Global Index Linked Bond portfolios since then. Katy has been a manager on our Absolute Return Global Bond Strategies fund since 2012 and also has responsibility for some UK index linked bond portfolios. As part of her absolute return role Katy sits on the Strategic Investment Group. Katy joined the Fixed Income team in 2008 with previous experience in derivatives execution, capital markets and risk. Katy holds the Chartered Financial Analyst designation.