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FairHorizon Blue
B12-I

SPDR Bloomberg U.S. TIPS UCITS ETF

US inflation-linked bonds. Passive tracker on Bloomberg US Government Inflation-Linked Bond Index. Highly concentrated due to nature of market segment.

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About the Fund

Data as of

State Street Investment Management is the highly successful investment management arm of State Street, a US based global financial firm, and manages over US$5tn worth of assets. It is best known for inventing the exchange-traded fund (ETF) vehicle with the introduction of the SPDR S&P 500 ETF in 1993.

The SPDR Bloomberg US TIPS UCITS ETF is a passive index solution that tracks the Bloomberg US Government Inflation-Linked Bond Index using a representative/stratified sampling approach. The index includes USD investment grade US Treasury Inflation Protected Securities (TIPS). The ETF has a very low number of ~50 holdings similar to the index given the nature of the market segment.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

SPDR Bloomberg U.S. TIPS UCITS ETF

Ann. return (3-year):
3.28%
Ann. return (5-year):
1.14%
Ann. return (10-year):
2.56%
Ann. Standard Deviation (5-year):
5.88%

This ETF represents passive exposure to the US inflation-linked bond market segment that is generally used to hedge inflation risks.

Benchmark Returns

SPDR Bloomberg U.S. Treasury Bond UCITS ETF

Ann. return (3-year):
2.40%
Ann. return (5-year):
-0.35%
Ann. return (10-year):
0.96%
Ann. Standard Deviation (5-year):
5.44%
Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. return (3-year):
7.18%
Ann. return (5-year):
3.55%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
4.10%
Link to the Funds FairSheet

The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET™  SPDR Bloomberg U.S. TIPS UCITS ETF  Page 1/2

Why we prefer this fund

Relevance of strategy

This ETF represents passive exposure to the US inflation-linked bond market segment that is generally used to hedge inflation risks.

Liquidity

The ETF is listed on multiple Europe exchanges in various currencies.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-15.24%
Recovery Period
— (still in drawdown)

Diversification

Credit Rating

  • Aa99.92%
  • Others0.08%

Sectors

  • Treasury99.94%
  • Others0.06%

Geography

  • U.S.A.99.94%
  • Others0.06%