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 Client Service Executive or call 1-626-844-9400
Commingled Vehicle Available

Performance as of December 31, 2017

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

Snapshot

Strategy AUM: Total Global Inflation Linked Assets:
US$3.8 billion (as of December 31, 2017)
Benchmark: Bloomberg Barclays World Government Inflation-Linked Bond Index, All Maturities, USD Hedged
Inception Date: 01 Jan 05

Sector Allocation as of December 31, 2017

Global Inflation Linked | Sector Allocation as of December 31, 2017
Note: Sector allocation includes look-through to any underlying commingled vehicles if held. All weightings are a percentage of total market value. A negative cash position may be reported, which is primarily due to the portfolio's unsettled trade activity. Data may not sum to 100% due to rounding.

Portfolio Characteristics as of December 31, 2017

Global Inflation Linked | Portfolio Characteristics as of December 31, 2017
IMPORTANT INFORMATION: All investments involve risk including loss of principal. Past performance is not indicative of future investment results. This information is only for use by professional clients, eligible counterparties or qualified investors. It is not aimed at, or for use by, retail clients.
** Represented by Global Inflation Linked All Maturities, USD Hedged Composite.