Morningstar

iShares £ Index-Linked Gilts UCITS ETF GBP (Dist) INXG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis INXG

Will INXG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INXG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INXG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INXG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Low cost is a key plus, but very high duration is a concern.

Senior Principal Jose Garcia-Zarate

Jose Garcia-Zarate

Senior Principal

Summary

The low cost of this strategy is the key selling point for investors seeking broad exposure to the market of inflation-linked bonds issued by the UK government. However, the very high duration of this market means that an index-tracking strategy comes with weaknesses.

by Jose Garcia-Zarate
Rated on Published on

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Portfolio Holdings INXG

More INXG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Kingdom of Great Britain and Northern Ireland 1.25%

5.51 25M
Government

United Kingdom of Great Britain and Northern Ireland 1.25%

5.01 23M
Government

United Kingdom of Great Britain and Northern Ireland 0.125%

4.83 22M
Government

United Kingdom of Great Britain and Northern Ireland 0.125%

4.80 22M
Government

United Kingdom of Great Britain and Northern Ireland 0.75%

4.34 20M
Government

United Kingdom of Great Britain and Northern Ireland 1.125%

4.26 20M
Government

United Kingdom of Great Britain and Northern Ireland 0.125%

4.24 20M
Government

United Kingdom of Great Britain and Northern Ireland 0.625%

3.95 18M
Government

United Kingdom of Great Britain and Northern Ireland 2%

3.94 18M
Government

United Kingdom of Great Britain and Northern Ireland 1.125%

3.82 18M
Government

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