Ishr � Ind-link Discussion Threads

[skyship] 23/12/2010 14:15

Bt back in @ £11.62 - seems a better idea than leaving cash on the account...

[praipus] 29/9/2010 10:33

Thanks serratia. Thats amazing they have no UK Equities! (Edit other than the pooled investment and that amounts to £400k of their £2.3bn fund!)

[serratia] 26/8/2010 20:18

Latest BOE figures show an increase from 70.7 to 88.2% with a fall in fixed interest.

[jonwig] 26/8/2010 17:37

pixi - I can't say: no doubt there will be an annual statement.

But I wouldn't read too much into it if true: having a pension fund in linkers is the default option these days, not the 'smart investment' play.

[pixi] 26/8/2010 10:06

jonwig

The Bank of England had around 80% of its pension fund in index-linked gilts, do you know if this has changed?

[jonwig] 25/8/2010 10:49

Strange, pixi, that conventional gilts (and stuff like Jap, US bonds) are at record highs, signalling a period of deflation.

If we did have deflation, linkers would suffer as the indexing doesn't have a zero floor.

I don't know what to make of all this, and the best strategy is probably to have a bit of both in one's assets.

[pixi] 25/8/2010 10:25

mctmct

Yes, according to reports in the media, it seems that inflation is going up to 8% by next year and they are talking about printing more money. Going by the long-term chart, we have broken out into a new higher territory.

My missus should be happy with that!

[pixi] 25/8/2010 10:21

It looks like I got in at the right time, my fund closed yesterday at a record high and that is confirmed by the chart in the header.

[mctmct] 11/8/2010 12:40

Inflation fears seem to be rising

[pixi] 29/7/2010 10:17

Does anyone know if the Bank of England has made any changes to the investment of its pension fund? The last I heard was it had around 80% in index-linked.

[pixi] 29/7/2010 10:13

I thought I would look in here to see how things are going. I switched out of stocks and back into index-linked on 27 July.

My missus is complaining that she has lost a bit recently in index-linked. That's probably because of the worries over the shake-up of pension rules. Some think that the new rules will hit demand for these securities.

The government has decided to to switch from using one measure of inflation, the retail price index, to a different measure, the consumer price index, when uprating the value of private pension payments. This change should reduce pension liabilities as CPI is generally lower tha RPI, which includes house prices. But investors say the governments decision this month to switch to CPI has made it harder to hedge their risks, according to the FT.

The UK Debt Management Office is not expected to issue bonds linked to CPI until next year at the earliest. In spite of these worries the government still managed to sell a record £6bn of the index-linked bonds, with investor demand rising to £9.8bn.

FT 28 July 2010.
.

[jonwig] 18/6/2010 12:12

Can't help there, but there's just been a divi declaration this month - payments are declared April and October so this is out of sync. May be related?

[mctmct] 18/6/2010 12:07

Why is there a new name for INXG that ADVFN is suddenly listing in my monitor? It says Ishsii Bcap Ilg.

[mctmct] 18/5/2010 14:51

It's caused by the full stop at the end of the link. Remove that when you get the 404 and all is revealed.

I have edited the earlier post to remove it but, oddly, it seems not to have helped.

[praipus] 18/5/2010 13:04

Hi mctmct getting a 404 error on your link any chance or reposting?

[mctmct] 18/5/2010 11:46

CPI 3.7%, RPI 5.3%

This is claimed to be the peak for CPI:

Who's taking bets?

[praipus] 18/5/2010 11:28

UK inflation surges to 3.7%
By Daniel Pimlott

Published: May 18 2010 10:38 | Last updated: May 18 2010 10:50

[praipus] 18/5/2010 10:22

Treasury 'skeletons' give sterling a fright
By Chris Giles and Jamie Chisolm

Published: May 17 2010 11:18 | Last updated: May 17 2010 22:36

[mctmct] 12/5/2010 12:37

Jonwig: are you in PHGP as well - for the same reason? I bought at 55 :-)

[jonwig] 11/5/2010 15:00

That's right - imported inflation is all there is at the moment (esp. petrol). Gas prices are low as there's a glut. That could change.
VAT increase is all but certain - that will keep the numbers up.

As I said (I think) I'm not in these to make money but to offset losses and hedge elsewhere.

[praipus] 11/5/2010 12:02

Inflation presumably is also influenced by FX as the GBP dips against all the economies we import from RPI and CPI start rising?

[praipus] 06/5/2010 12:48

lol

He's good at fiddling expenses too....unfortunately.

[jonwig] 06/5/2010 12:21

Very interesting - thanks. I didn't have Cameron down as the deep thinking type until now.