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

105.50p/105.50p

arrow-down-0.20p (-0.19%)

Fund Code

ROSGI

BD050F0

GB00BD050F05

Prices updated as at 17 May 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 Apr 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	0.01	1.60
	0.50	0.48
	0.90	0.97
	79.40	76.31
	-0.85	-0.30
	3.74	4.98
	3.72	5.23

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.