IG Euro Fund Performance

All figures are to month-end November 2017
Jump to: Top Performing IG € Funds


Largest IG € Funds: Total Returns /α (%)

Performance of the largest IG Euro corporate bond funds ordered by assets under management.

#Fund /
ISIN
Size
(€bn)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1Schroder ISF Euro Corp Bd C
LU0113258742
8.8924.42
1.88
6.06
2.69
4.31
2.15
5.41
2.09
2MS INVF Euro Corporate Bond A
LU0132601682
5.1934.16
1.61
5.16
1.79
2.92
0.76
4.26
0.93
3Nordea Corporate Bond I K
FI0008801303
3.3913.06
0.52
3.61
0.25
2.54
0.38
3.94
0.61
4SLI European Corporate Bd D EUR Acc
LU0177497814
3.2353.29
0.75
3.20
-0.17
2.54
0.37
3.84
0.52
5Aegon Euro Credits B EUR Acc
IE00BZ005983
3.0563.20
0.66
3.99
0.62
2.76
0.60
4.12
0.80
6BlueBay Investment Grade Bd B EUR
LU0179826135
3.0228.13
5.58
5.73
2.36
2.18
0.01
3.42
0.10
7Invesco Euro Corporate Bond C EUR Acc
LU0243958047
2.7673.59
1.04
4.77
1.40
1.98
-0.19
3.78
0.46
8Parvest Bond Euro Corporate C C
LU0131210360
2.6323.44
0.90
3.46
0.09
2.25
0.08
3.65
0.33
9State Street Euro Aggt Corp Bd Idx I Acc
LU0438092701
2.3302.97
0.43
3.33
-0.04
2.29
0.13
3.63
0.31
10Vanguard Euro IG Bd Idx Ins EUR Acc
IE00B04FFJ44
2.0893.42
0.87
2.48
-0.89
1.93
-0.23
3.29
-0.03
11Henderson Horizon Eur Corp Bd I2 EUR Acc
LU0451950587
2.0693.70
1.16
3.95
0.58
2.29
0.12
3.84
0.51
12Vontobel EUR Corp Bd Mid Yld A EUR
LU0153585566
2.0583.63
1.08
4.94
1.57
2.88
0.71
4.53
1.21
13Pioneer Fds Euro Corp Bond E EUR ND
LU0133660638
2.0533.81
1.26
2.11
-1.26
1.56
-0.61
3.34
0.01
14iShares Euro Crdt Bd Idx (IE) Instl Acc€
IE0031080645
2.0321.86
-0.68
1.64
-1.73
1.66
-0.50
3.04
-0.29
15M&G European Corporate Bond Euro C Acc
GB0032179045
1.9865.91
3.36
4.15
0.78
2.74
0.57
4.04
0.72
16Kempen (Lux) Euro Credit J
LU0630255858
1.8183.13
0.59
3.42
0.05
2.77
0.60
4.24
0.91
17Schroder ISF Euro Credit Convct C Acc
LU0995119822
1.7215.43
2.89
8.19
4.83
5.56
3.39
0.00
0.00
18Deutsche Invest I Euro Corp Bds FC
LU0300357802
1.7144.19
1.64
4.54
1.17
2.75
0.59
4.23
0.91
19BGF Euro Corporate Bond A1 EUR
LU0162660350
1.6633.23
0.69
3.39
0.02
2.79
0.62
3.76
0.44
20iShares Euro InvGrdCorpBdIdx(IE)InstAcc€
IE00B67T5G21
1.5483.00
0.45
3.39
0.02
2.50
0.34
3.70
0.37

MiFID II Countdown

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Hours
Minutes
Seconds

IG Issuance

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IG Deals

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IG Spreads

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Top Performing IG € Funds: Total Returns /α (%)

Top performing IG Euro corporate bond funds ranked by rolling 1 year performance.

RankFund /
ISIN
Size
(€mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1Nordea 1 - European Fincl Dbt BI EUR
LU0772943501
42910.55
8.01
14.68
11.32
6.57
4.41
10.29
6.97
2Deka-RentenNachrang
DE0008479825
447.68
5.14
11.07
7.70
4.33
2.17
6.01
2.68
3Deutscher Mittelstandsanleihen Fonds M
LU0974225590
588.20
5.65
10.83
7.46
4.69
2.53
0.00
0.00
4UniInstitutional Euro Subordinated Bonds
LU1063759929
2158.09
5.54
9.98
6.61
4.50
2.33
0.00
0.00
5New Millennium Aug Corp Bd A
LU0163796203
2902.23
-0.31
9.62
6.25
3.94
1.78
5.15
1.83
6DKO Renten Hybrid
LU0188083231
206.07
3.53
8.82
5.45
4.36
2.19
6.06
2.74
7HSBC Euro Credit Subordinated Bd ID
DE000A0H0RA1
837.36
4.81
8.61
5.25
3.20
1.04
4.05
0.72
8Alcis Alpha Obligations Crédit P
FR0010313742
696.29
3.74
8.53
5.16
1.03
-1.13
2.92
-0.40
9Paris Lyon Rendement C
FR0007372016
256.22
3.68
8.48
5.11
1.87
-0.30
1.92
-1.40
10Schroder ISF Euro Credit Convct C Acc
LU0995119822
17215.43
2.89
8.19
4.83
5.56
3.39
0.00
0.00
11Quilvest Euro Yield I
FR0011167394
396.70
4.16
7.91
4.54
4.57
2.40
4.80
1.47
12Sabadell Financial Capital Base FI
ES0111093003
206.56
4.01
7.80
4.43
2.19
0.02
3.75
0.43
13LBBW Unternehmensanleihen Euro Offensiv
DE000A1144F1
535.34
2.80
7.50
4.13
0.00
0.00
0.00
0.00
14DKO Renten Spezial T
LU0386792104
293.53
0.99
6.50
3.13
4.48
2.32
5.04
1.71
15Monaco Corporate Bond Euro
MC0010000487
1864.53
1.99
6.42
3.05
2.01
-0.16
3.31
-0.02
16ABN AMRO SchroderEuroCorpBds C EUR Acc
LU0979879631
2564.62
2.08
6.28
2.91
4.36
2.19
0.00
0.00
17inprimo RentenWachstum
DE000A0F5HA3
304.16
1.62
6.10
2.73
2.09
-0.07
2.95
-0.37
18Schroder ISF Euro Corp Bd C
LU0113258742
88924.42
1.88
6.06
2.69
4.31
2.15
5.41
2.09
19OYSTER European Corporate Bds C EUR
LU0167813129
3093.81
1.27
5.93
2.56
2.03
-0.14
3.93
0.60
20SLGP Corporate Bonds D
FR0010734467
618.40
5.86
5.90
2.54
2.53
0.36
3.83
0.51

All Fund performance tables: Investment Grade EUR | Investment Grade GBP | High Yield EUR | High Yield GBP

European domiciled funds in Morningstar Category EUR Corporate Bond, Oldest share class, All figures EUR (€), Total returns annualised, as at last month end. Alpha is the measure of an investment’s return in excess of the Morningstar Category average.

Fund sizes are as reported by the management groups and the latest available to Morningstar. The Morningstar Rating is calculated based on a fund’s total returns, adjusted for risk and sales charges, relative to other funds in its Morningstar Category, based on a weighted average of a fund’s 3-, 5-, and ten-year ratings, depending on the length of its record.

Data source: © 2017 Morningstar, Inc. All rights reserved.

The information contained herein:

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