Royal London Short Duration Global Index Linked Fund M Inc

A Select 50 Fund - Fidelity insight

Category Global Inflation-Linked Bond - GBP Hedged

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

108.10p/108.10p

arrow-up0.30p (+0.28%)

Fund Code

ROSGI

BD050F0

GB00BD050F05

Prices updated as at 06 Sep 2024

Prices in GBX

Investment objective

The Fund’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3–5 years, by predominantly investing in short-duration (1-10 years) index-linked bonds. At least 80% of the Fund will be invested in index linked bonds with a duration of up to 10 years. These may include UK and global index linked government and corporate bonds that may be investment grade or non-investment grade. At least 70% of these investments will be made in the UK, North America and Europe, and will be sterling denominated or hedged back to sterling.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Above Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Above Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Aug 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	0.97	1.74
	0.49	0.49
	0.45	1.16
	84.42	75.18
	0.16	-0.42
	3.49	4.96
	3.59	5.02

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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