Global Inflation Linked
Return to Top
This strategy invests in investment grade, government inflation-linked debt and is typically benchmarked to the Bloomberg World Government Inflation-Linked Bond Index.
Why Mondrian for Fixed Income?
Some of the longest track records in the industry – also, some of the strongest
* PRI (Principles for Responsible Investment) scores are based on information reported directly by PRI signatories. All signatories are required to participate and must complete the Reporting Framework to be included. Scores are not indicative of past or future investment performance. Mondrian has not solicited or paid for any of these scores. Mondrian pays signatory dues as part of its obligations as a signatory to the PRI.
Please refer to www.unpri.org for the PRI assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal.
2021 PRI Assessment Scores: Investment & Stewardship Policy: 3 Stars; Direct-Listed equity-Active fundamental–incorporation: 4 Stars; Direct-Listed equity-Active fundamental–voting: 3 Stars; Direct-Fixed income–SSA: 5 Stars; Direct-Fixed income–Corporate: 5 Stars.
As of March 31, 2023
Global Inflation-Linked Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from email@example.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
As of March 31, 2023
|Modified Duration (years)|
|Average Maturity (years)|
|Average Credit Rating|
|Number of Issues|
|Information Ratio (3 years)|
News and Insights
Reading Time: < 1 minute Senior Portfolio Manager, Matt Day discusses the case for global bonds in this video.
Reading Time: 8 minutes Green bonds' proceeds are directed exclusively to financing projects that have a positive environmental impact. However there is still no one widely accepted definition of what constitutes green.