UCITS Funds

Payden Global Government Bond Index Fund (PGVBISD ID)

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 July 2025
Fund Inception Date May 26, 2016
Share Class Inception Date Jul 14, 2008
Ticker PGVBISD ID
ISIN Number IE00B2QPHQ75
Sedol Number B2QPHQ7
Fund Total Net Assets $895.2 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.

Portfolio Characteristics - 31 July 2025
Fund Inception Date May 26, 2016
Share Class Inception Date Jul 14, 2008
Total Net Assets $895.2 million
Average Duration 6.8 years
Average Maturity 8.7 years
Yield to Maturity (hedged) 4.29%
Maturity Breakdown
Years Percent of Portfolio
0-14%
1-320%
3-520%
5-718%
7-1012%
10+26%
Total 100%
Credit Breakdown
Credit Quality Percent of Portfolio
AAA10%
AA58%
A26%
BBB6%
Total 100%
Sector Breakdown
Sector Percent of Portfolio
Government/Gov't Related96%
Money Markets4%
Total 100%
Country Breakdown
Country Percent of Portfolio
US44.0%
Euroland27.0%
China10.0%
Japan10.0%
UK5.0%
Canada1.0%
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.


Total Returns
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Quarter-end (6/30/2025) 2.18% 4.81% 1.36% -1.52% 0.92% 2.36%
Month-end (7/31/2025) 1.83% 2.78% 0.48% -1.76% 0.75% 2.33%
Yearly Returns
20241.82%
20235.13%
2022-13.75%
2021-2.52%
20205.45%
20195.54%
20180.83%
20170.81%
20163.22%
20151.57%
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.

Fund Commentary - 31 July 2025

MARKET
July was characterised by stronger-than-expected macroeconomic data on both sides of the Atlantic, reinforcing a higher-for-longer rates narrative in fixed-income markets. Central banks expressed a more cautious tone, with the European Central Bank (ECB) signalling a pause in easing and the Federal Reserve (Fed) continuing to highlight resilience in the labour market and consumption.
The US economy showed continued strength across key data points. June Consumer Price Index (CPI) rose to 2.7% year-over-year (from 2.4% in May), in line with expectations, but marked the largest monthly gain in five months at +0.3% month-over-month (MoM). Consumption surprised to the upside, with June retail sales up 0.6% MoM (versus 0.2% expected). The labour market also showed signs of resilience, with initial jobless claims for the week ending July 20th falling to 217,000 (versus 227,000 expected). Despite the firm data and underlying tariff uncertainty, market reaction was relatively muted. The 10-year US Treasury yield rose to 4.38%, whilst the S&P 500 Index gained 2.17% during the month.
European markets navigated a backdrop of stable inflation, improving economic activity, and cautious signals from the ECB. Euro area CPI held steady in June at 2.0% for headline and 2.3% for core, both in line with consensus, though underlying services inflation remained sticky near 3.3%. Isabel Schnabel, executive board member of the ECB, signalled a pause in the easing cycle, describing the 2.0% deposit rate as “very accommodative” and suggesting that further cuts would require materially weaker data. Bund and gilt yields ended the month at 2.69% and 4.57%, respectively. The Stoxx 600 Index rose 0.88% over the month.

OUTLOOK
Uncertainty is likely to remain elevated in the second half of the year. Whilst final tariff rates are yet to be decided, effective rates are expected to be higher than what the global economy has experienced in recent decades, and the consequences of higher tariffs are still unclear. Investors have also become more concerned about fiscal policies, growing deficits, and debt sustainability. Despite this backdrop, economic data from major regions, including the US and the European Union, has continued to show resilience.
Going forward, we anticipate that economic growth will remain below average, with an increased risk of further slowing. Despite the threat of higher tariffs, core inflation in the US and other major regions appears likely to moderate. At the same time, labour markets are also showing early signs of softening. This combination of cooling inflation and softer job conditions, especially in the US, could prompt the Fed to cut interest rates more than markets currently expect. In Europe, we believe the ECB is nearing the end of its rate-cutting cycle.
Against this backdrop, we prioritise distributing risk in our portfolios more evenly across duration and credit. Given our central views, we maintain a preference for higher-quality credit investments, such as investment-grade corporates or AAA-rated securitised assets. Regionally, we seek to hold a more balanced exposure to both US dollar and euro-denominated issuers, particularly in corporate sectors, to mitigate currency risk.
Additionally, we favour a modestly longer duration, with a focus on the front end of the US Treasury yield curve and select emerging-market countries. We are adjusting our investment approach to benefit from a steeper yield curve, particularly in the US and Germany, to position for potential economic slowdowns or shifts towards more expansionary fiscal policies.
In currencies, we hold a modest underweight position in the US dollar, particularly against currencies like the euro and Japanese yen, whilst keeping overall currency risk limited for now.

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.