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

106.50p/106.50p

arrow-down-0.10p (-0.09%)

Fund Code

ROSGI

BD050F0

GB00BD050F05

Prices updated as at 04 Dec 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 30 Nov 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-0.01	2.19
	0.59	0.52
	0.07	1.44
	85.81	77.00
	-0.05	-0.53
	3.50	5.01
	2.56	4.59

Important Information

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