Global Inflation Linked

Investment Objective

Exceed benchmark return by average of 75 basis points annually over the course of a market cycle while approximating benchmark risk.

Investment Style

Construct a portfolio primarily of inflation-indexed securities. Value can be added through country selection, term structure, issue selection, and duration management.

Investment Vehicles

Separate Account: Contact your CSE or call 1-626-844-9400
Commingled Vehicle Available

Performance as of March 31, 2017

Returns for periods greater than one year are annualized. Please see the Performance Disclosure for more information.

Historical Performance: By Calendar Year

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Strategy AUM: Total Global Inflation Linked Assets:
US$3.9 billion (as of March 31, 2017)
Benchmark: Bloomberg Barclays World Government Inflation-Linked Bond Index, All Maturities, USD Hedged*
Inception Date: 01 Jan 05
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Sector Allocation

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Portfolio Characteristics

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Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.
* Represented by Global Inflation Linked All Maturities, USD Hedged Composite.