UCITS Funds

Payden Global Government Bond Index Fund (PGVBISD)

Base Share Class: GBP

Share Class
  • Overview
  • Portfolio Statistics
  • Performance & Expenses
  • Fund Commentary
Investment Strategy

The Payden & Rygel approach to index replication centers on picking appropriate bonds to represent key risks. We assess the trade-off between constructing a portfolio of bonds that track the benchmark, whilst also limiting the number of securities owned to control transaction costs, to maintain liquidity, and at the margin, to reflect relative value. We use statistical and qualitative analysis to find the appropriate balance between minimizing tracking error and boosting returns. Ultimately, we strive to match the return of the benchmark with no deliberate performance drift relative to that benchmark.

Share Class Snapshot - 31 January 2026
Fund Inception Date May 26, 2016
Share Class Inception Date Jul 14, 2008
Ticker PGVBISD
ISIN Number IE00B2QPHQ75
Sedol Number B2QPHQ7
Fund Total Net Assets $979.9 million
Benchmark FTSE World Government Bond Index GBP Hedged
Currency Share Classes Available CAD, CHF, EUR, GBP, JPY, NOK, SGD, USD
Management Fee 0.12%
Total Expense Ratio 0.15%
Investment Minimum £1,000,000 initial

Unless otherwise indicated, all listed data represents past performance. There is no guarantee of future performance, nor are fund shares guaranteed. Funds are issued by Payden & Rygel Global, Ltd., which is authorised and regulated by the Financial Conduct Authority. The investment products and services of Payden & Rygel are not available in the United Kingdom to private investors. The value of an investment may fall as well as rise and an investor may get back less than the amount that has been invested. Income from an investment may fluctuate in value in money terms. Changes in rates of exchange may cause the value of an investment to go up or down.

A collective redress mechanism by consumers in respect of infringements of applicable Irish or EU laws is available under the Representative Actions for the Protection of the Collective Interests of Consumers Act 2023 which transposes Directive (EU) 2020/1828 into Irish law.

Further information on this collective redress mechanism is available from Representative Actions Act - DETE (enterprise.gov.ie).

Portfolio Characteristics - 31 January 2026
Fund Inception Date May 26, 2016
Share Class Inception Date Jul 14, 2008
Total Net Assets $979.9 million
Average Duration 6.4 years
Average Maturity 8.3 years
Yield to Maturity (hedged) 4.29%
Maturity Breakdown
Years Percent of Portfolio
0-110%
1-316%
3-521%
5-716%
7-1021%
10+16%
Total 100%
Credit Breakdown
Credit Quality Percent of Portfolio
AAA13%
AA49%
A32%
BBB6%
Total 100%
Sector Breakdown
Sector Percent of Portfolio
Government/Gov't Related97%
Money Markets3%
Total 100%
Country Breakdown
Country Percent of Portfolio
US43.0%
Euroland27.0%
China11.0%
Japan9.0%
UK5.0%
Canada2.0%
Australia1.0%
Scandinavia1.0%
Other1.0%

Unless otherwise indicated, all listed data represents past performance. There is no guarantee of future performance, nor are fund shares guaranteed. Funds are issued by Payden & Rygel Global, Ltd., which is authorised and regulated by the Financial Conduct Authority. The investment products and services of Payden & Rygel are not available in the United Kingdom to private investors. The value of an investment may fall as well as rise and an investor may get back less than the amount that has been invested. Income from an investment may fluctuate in value in money terms. Changes in rates of exchange may cause the value of an investment to go up or down.

A collective redress mechanism by consumers in respect of infringements of applicable Irish or EU laws is available under the Representative Actions for the Protection of the Collective Interests of Consumers Act 2023 which transposes Directive (EU) 2020/1828 into Irish law.

Further information on this collective redress mechanism is available from Representative Actions Act - DETE (enterprise.gov.ie).


Total Returns
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Quarter-end (12/31/2025) 3.40% 3.40% 3.44% -1.43% 0.84% 2.36%
Month-end (1/31/2026) 0.18% 3.35% 2.87% -1.23% 0.65% 2.36%
Yearly Returns
20253.40%
20241.82%
20235.13%
2022-13.75%
2021-2.52%
20205.45%
20195.54%
20180.83%
20170.81%
20163.22%
Expenses
Management Fee 0.12%
Total Expense Ratio 0.15%

Unless otherwise indicated, all listed data represents past performance. There is no guarantee of future performance, nor are fund shares guaranteed. Funds are issued by Payden & Rygel Global, Ltd., which is authorised and regulated by the Financial Conduct Authority. The investment products and services of Payden & Rygel are not available in the United Kingdom to private investors. The value of an investment may fall as well as rise and an investor may get back less than the amount that has been invested. Income from an investment may fluctuate in value in money terms. Changes in rates of exchange may cause the value of an investment to go up or down.

A collective redress mechanism by consumers in respect of infringements of applicable Irish or EU laws is available under the Representative Actions for the Protection of the Collective Interests of Consumers Act 2023 which transposes Directive (EU) 2020/1828 into Irish law.

Further information on this collective redress mechanism is available from Representative Actions Act - DETE (enterprise.gov.ie).

Fund Commentary - 31 January 2026

MARKET
As 2026 gets underway, global markets are adjusting to a late-cycle environment characterised by moderating growth, uneven disinflation, and cautious central banks. January's data broadly supported a "cooling but resilient" global backdrop. Economic momentum slowed from the highs seen in late 2025 but remained intact, whilst inflation continued to ease, albeit unevenly. Policy uncertainty, geopolitics, and trade dynamics played an outsized role in shaping market sentiment, reinforcing a data-driven and scenario-based outlook across asset classes.
In the US, the economy entered 2026 with solid underlying momentum but clearer signs of moderation. Growth remained supported by resilient services activity and steady consumer demand, whilst manufacturing stayed subdued and labour-market cooling became more evident. Jobless claims remained low, pointing to limited layoffs, but hiring slowed, and payroll gains were modest, consistent with easing labour demand. Inflation continued to move gradually towards target, although uneven progress kept the Federal Reserve (Fed) firmly data-dependent and cautious on the timing of any policy easing. Markets were also influenced by political developments, including President Trump's nomination of Kevin Warsh to succeed Jerome Powell as Fed Chair when Powell's term ends in May 2026. This renewed focus on the future policy framework and central bank independence. Financial conditions were further shaped by a softer US dollar during the month, reflecting shifting rate expectations and improved global risk sentiment. The S&P 500 ended the month up 1.37%, whilst the yield on the 10-year US Treasury closed at 4.24%.
European data surprised modestly to the upside, with fourth-quarter GDP growth exceeding expectations and marking another quarter of expansion. The recovery continued to be driven by domestic demand, whilst exports remained a constraint. Inflation trends were mixed: headline readings eased towards target, but core pressures and inflation expectations remained elevated, reinforcing the European Central Bank's patient stance. In the UK, growth remained modest and uneven, with sticky domestic inflation complicating the policy outlook despite signs of a cooling labour market. The yields on 10-year Bunds ended the month at 2.84%, whilst 10-year Gilts closed at 4.52%.

OUTLOOK
Our outlook for 2026 can be characterised as cautiously optimistic, though risks are skewed to the downside. The US economy remains central to our global outlook particularly given the unusual divergence between strong GDP growth and a weakening labour market, an imbalance we do not expect to persist in 2026. In our view, the US economy faces a binary path: either re-accelerating as technology-driven productivity gains take hold or slipping into recession if labour-market softness begins to weigh more broadly on economic activity. In either scenario, US inflation is expected to continue moderating. This disinflationary trend, combined with labour-market weakness, should allow the Fed to continue easing policy towards neutral, and potentially beyond. Outside the US, most developed economies are likely to remain resilient, supported by benign economic growth, declining inflation, and accommodating, or further easing, monetary policy. Japan stands as an exception, where gradual policy tightening is expected to continue.
Moderating inflation and range-bound inflation expectations have historically been associated with a negative correlation between interest rates and risk assets. With risks to economic growth tilted to the downside, we believe a balanced and diversified allocation between duration and credit risk positions portfolios well to navigate the uncertainty and range of potential outcomes in 2026. Despite the level of macroeconomic uncertainty across the economy, credit valuations remain at the most expensive end of the historical ranges, even as corporate fundamentals appear relatively healthy.
In this environment, we prefer to distribute risk in our portfolios in a more balanced manner across duration and credit. Consistent with our central outlook, we continue to hold modest overweight positions in higher-quality credit sectors, including investment-grade corporates and select high-quality securitised assets.
Given the ongoing concerns around economic growth, we favour an overweight to duration, positioning portfolios to benefit from further declines in interest rates. Within this exposure, we prefer intermediate-maturity US Treasuries and select emerging-market sovereign bonds. We are also positioned to benefit if the gap between short-term and long-term interest rates grows wider (a "steepening" yield curve), especially in the US and Germany, which we believe could provide some protection in an economic slowdown or if fiscal policies become more expansionary.
In our currency strategy, we hold an underweight position in the US dollar, although less pronounced than earlier in 2025. This positioning is expressed against a diversified basket of developed and emerging-market currencies, such as the euro, the Japanese yen, and the Brazilian real.

Unless otherwise indicated, all listed data represents past performance. There is no guarantee of future performance, nor are fund shares guaranteed. Funds are issued by Payden & Rygel Global, Ltd., which is authorised and regulated by the Financial Conduct Authority. The investment products and services of Payden & Rygel are not available in the United Kingdom to private investors. The value of an investment may fall as well as rise and an investor may get back less than the amount that has been invested. Income from an investment may fluctuate in value in money terms. Changes in rates of exchange may cause the value of an investment to go up or down.

A collective redress mechanism by consumers in respect of infringements of applicable Irish or EU laws is available under the Representative Actions for the Protection of the Collective Interests of Consumers Act 2023 which transposes Directive (EU) 2020/1828 into Irish law.

Further information on this collective redress mechanism is available from Representative Actions Act - DETE (enterprise.gov.ie).