LDI (dynamic)

LDI (dynamic)

Mandates which invest in a range of gilts and swaps to match the interest rate and inflation risk exposures of a specific liability profile. The proportion of gilts and swaps is managed dynamically depending on which offers better value at each duration point, with a view to outperforming both gilts and swaps over the longer term. It is typically used to allow trustees to manage inflation or interest rate risk closely. We have shown fees relative to the amount invested (and not liability covered).
 AMC per annum (£,000)
 £25mn£50mn£75mn£100mn£125mn£150mn£175mn£200mn£225mn£250mn
 
AMC top quartile		----------
 
AMC median		70120150200250300350400450500
 
AMC bottom quartile		----------

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This information is wholly owned by Lane, Clark & Peacock LLP.

LDI (dynamic)

Mandates which invest in a range of gilts and swaps to match the interest rate and inflation risk exposures of a specific liability profile. The proportion of gilts and swaps is managed dynamically depending on which offers better value at each duration point, with a view to outperforming both gilts and swaps over the longer term. It is typically used to allow trustees to manage inflation or interest rate risk closely. We have shown fees relative to the amount invested (and not liability covered).
 OCF per annum (£,000)
 £25mn£50mn£75mn£100mn£125mn£150mn£175mn£200mn£225mn£250mn
 
OCF top quartile		----------
 
OCF median		70125173230275330385440495550
 
OCF bottom quartile		----------

Swipe/scroll horizontally on the table to see more data

This information is wholly owned by Lane, Clark & Peacock LLP.
Mandates which invest in a range of gilts and swaps to match the interest rate and inflation risk exposures of a specific liability profile. The proportion of gilts and swaps is managed dynamically depending on which offers better value at each duration point, with a view to outperforming both gilts and swaps over the longer term. It is typically used to allow trustees to manage inflation or interest rate risk closely. We have shown fees relative to the amount invested (and not liability covered).