Wise move into index-linked government debt separates Strategic Gilt from its peers

City Financial Strategic Gilt fund manager Ian Williams' strong recent move into index-linked govern...

City Financial Strategic Gilt fund manager Ian Williams' strong recent move into index-linked government debt propelled his vehicle to the IMA Gilt sector's only positive return in January. Williams' £43m fund climbed 0.47% in the month, despite the sector falling 5.13%, according to Lipper. Over a year to 4 February, the fund is up 10.1%, over 4% higher than the sector average. Williams attributes the solid performance to a major shift from conventional to index-linked gilts during November. The move paid off in December, with eight-year index-linked gilts returning over 11% over the m...