| Performance1 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Fund Name | Morningstar Rating2 | Fund Rating3 | Annual Management Charge (%) | 1 Year Change (%) | Quartile Rank over 1 Year | 3 Years Change (%) | Quartile Rank over 3 Years | Performance Details | |
| Franklin US Govt A M-D |
|
Not rated | 0.65 | 7.92 | 4 | -3.99 | 3 | Performance Details for Franklin US Govt A M-D | |
| iShares $ TIPS | Not rated | Not rated | 0.25 | 16.88 | 1 | Performance Details for iShares $ TIPS | |||
| iShares $ Treasury Bond 7-10 | Not rated | Not rated | 0.2 | 15.07 | 2 | Performance Details for iShares $ Treasury Bond 7-10 | |||
| MFS Meridian US Govt Bd A2USD |
|
Not rated | 0.75 | 9.17 | 3 | -4.44 | 4 | Performance Details for MFS Meridian US Govt Bd A2USD | |
| New Star GIF S Govt Bond USD |
|
Not rated | 1.25 | 8.26 | 3 | -2.79 | 2 | Performance Details for New Star GIF S Govt Bond USD | |
| Vanguard US Govt Bd Idx Ins $ |
|
Not rated | 0.2 | 11.61 | 2 | 0.1 | 1 | Performance Details for Vanguard US Govt Bd Idx Ins $ | |
Notes about the table
1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).
2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.
3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.