UK CONV GILT 3.5 10/22/2025 2.25 UK CONV GILT 4.5 06/07/2028 2.24 Holdings subject to change Exposure Breakdowns Sector Maturity Credit Quality as of Jul 31, 2024 % of Market Value TypeFundBenchmarkNet Government 99.92 100.00 -0.08 Cash and/or Derivatives 0.08 0.00 0.08 Chart Ba...
The Fund seeks to track the performance of an index composed of Sterling denominated UK government bonds.
Active management can be an uphill struggle, but these top equity fund managers have excelled compared to their peers and benchmarks. Tony DongMarch 26, 2025 7 Data Center Stocks, ETFs and REITs The data center industry is booming, and these seven stocks could grow with it. ...
(bestimmte Barmittelpositionen und andere Vermögenswerte ohne Bedeutung für die ESG-Analyse von MSCI werden im Vorfeld von der Ermittlung der Gesamtbestände des Fonds ausgeschlossen; der absolute Wert von Short-Positionen wird zwar berücksichtigt, gilt jedoch nicht als abgedeckt), das ...
West Yorkshire Pension Fund retains Aon for actuarial advice > 18 February, 2025 Clwyd Pension Fund retains Aon for advice > 11 February, 2025 Aon says many DC schemes are still underestimating the effects of gilt volatility > 4 February, 2025 Aon selected as global benefits broker and advisor...
Discussions are more advanced in the UK, in response to the market events around March 2020 “Dash for Cash” and the 2022 liquidity event, which exposed a rapid rise in UK gilt yields, impacting some money market funds and their LDI client base. The FCA and HM Treasury published new draf...
As a consequence of the rise in inflation, the BoE has now raised Bank Rate ten times, taking it to 4.00%, and launched a programme of quantitative tightening – including active gilt sales. HSBC Global Research forecasts just one further rate rise, of 25bps, taking Bank Rate to 4.25%. ...
Indeed the deflationary fears have driven ‘gilt proxies’ (such as many of the utility companies found within Value Defensives, one of the seven style groupings followed by the Business Cycle equity team - see below) and they are now fully valued for their expected earnings growth and in ...
In the authors' survey of the UK property investment fund managers and their advisors, the majority, but by no means all of the respondents, used the ten-year nominal gilt yield as their risk free rate of return. However, questions were raised as to whether it was appropriate to use spot...
Gilt returns across the decades seem particularly variable, given this is meant to be a relatively stable asset class. A glance back at the orange line in the first chart shows that government bond returns seem to be subject to long-term super-cycles that correspond to eras of falling orrisi...