American Independence Glb Inflt-IdxHdg I
335 Madison Avenue Mezzanine New York NY 10118
Map
Phone: 800-247-0473
| Category: | Inflation-Protected Bond | | Fund Family: | American Independence | | Net Assets: | 12.43M | | Year-to-Date Return: | 5.24% | | Yield: | 2.86% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jan-03 |
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Jenny Yiu
Lead Manager since
30-Apr-07 | | | Yiu is a Portfolio Manager on the Inflation-Linked Team in New York. She manages US and global inflation-linked portfolios and works with members of the Structured Securities and Short Duration Team on US short duration sovereign mandates. Prior to joining FFTW, she worked at HSBC Hong Kong as a trader. Yin holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks investment preservation. The fund will invest in derivatives as a substitute for direct investment in inflation-indexed securities. 80% of the fund's net assets must be invested in inflation-indexed securities that are denominated in U.S. dollars and derivative instruments denominated in U.S. dollars whose returns are linked to the inflation rate. In addition, up to 20% of net assets (including borrowings for investment purposes) may be invested in foreign inflation-indexed securities. The fund is nondiversified. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
(31-Aug-06):
| 0.13 | | Annual Holdings Turnover
| 435.00% | | Average for Category:
| 226.51% |
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| Expense | FFGPX | Category
Avg | | Total Expense Ratio: | 0.50%
| 0.86% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.16% | | Max Deferred Sales Load: | 0.00%
| 2.40% | | 3 Yr Expense Projection*: |
$376 | $503 | | 5 Yr Expense Projection*: |
$723 | $812 | | 10 Yr Expense Projection*: |
$1,705 | $1,646 |
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1.49% Nasdaq 
0.27%
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