IG Euro Fund Performance

All figures are to month-end April 2019 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 Acc EUR
LU0113258742
8.63614.41
4.16
2.73
0.96
3.46
1.64
3.98
1.82
2MS INVF Euro Corporate Bond A
LU0132601682
3.79414.80
4.55
1.99
0.21
2.62
0.81
2.65
0.50
3Nordea 1 - European Covered Bond BP EUR
LU0076315455
3.1426.74
-3.51
2.37
0.59
2.17
0.35
3.14
0.98
4SLI European Corporate Bd D Acc EUR
LU0177497814
2.95511.81
1.56
2.55
0.78
2.31
0.49
2.69
0.54
5BGF Euro Corporate Bond A1 EUR
LU0162660350
2.89412.17
1.92
2.79
1.01
2.41
0.59
2.90
0.74
6Nordea Corporate Bond I K
FI0008801303
2.67411.03
0.78
2.88
1.10
2.25
0.43
2.83
0.67
7BlueBay Investment Grade Bd B EUR
LU0179826135
2.62911.32
1.07
1.78
0.01
2.90
1.08
2.11
-0.05
8SSGA State Street Euro Corp Bd Idx I Acc
LU0438092701
2.58712.98
2.73
2.94
1.16
2.35
0.53
2.74
0.59
9Vanguard Euro IG Bd Idx Ins EUR Acc
IE00B04FFJ44
2.4169.02
-1.23
2.69
0.91
1.77
-0.04
2.47
0.31
10Parvest Bond Euro Corporate C C
LU0131210360
2.33011.07
0.82
2.04
0.26
1.74
-0.07
2.37
0.21
11Aegon Euro Credits I EUR Acc
IE00BZ005B08
2.05910.11
-0.14
3.18
1.40
2.65
0.83
3.08
0.93
12iShares Euro InvGrdCorpBdIdx(IE)InstAcc€
IE00B67T5G21
1.92011.79
1.54
2.98
1.21
2.34
0.53
2.83
0.67
13Invesco Euro Corporate Bond C EUR Acc
LU0243958047
1.85114.05
3.80
2.67
0.89
2.26
0.45
2.33
0.17
14Kempen (Lux) Euro Credit J
LU0630255858
1.78511.70
1.45
3.61
1.84
2.64
0.82
3.21
1.05
15Schroder ISF EURO Crdt Convct C Acc EUR
LU0995119822
1.73015.48
5.23
2.66
0.88
4.48
2.66
4.74
2.58
16iShares Euro Crdt Bd Idx (IE) Instl Acc€
IE0031080645
1.7278.24
-2.01
2.86
1.08
1.51
-0.31
2.34
0.18
17Vontobel EUR Corp Bd Mid Yld A EUR
LU0153585566
1.70512.21
1.96
1.69
-0.08
2.12
0.30
2.77
0.61
18Amundi Fds II Euro Corp Bond E EUR ND
LU0133660638
1.51111.63
1.38
2.08
0.30
1.59
-0.23
1.84
-0.31
19DWS Invest Euro Corporate Bds FC
LU0300357802
1.47213.60
3.35
3.09
1.31
2.76
0.94
3.01
0.85
20Janus Henderson Hrzn Euro Corp Bd I2 EUR
LU0451950587
1.36711.09
0.84
3.16
1.38
2.77
0.95
2.73
0.58

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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
1Zurich Corporate Bonds Long
LU1466077309
3423.87
13.62
5.56
3.78
0.00
0.00
0.00
0.00
2M&G European Credit Investment C EUR Acc
LU0617482376
47414.28
4.03
4.23
2.45
3.44
1.62
3.40
1.24
3BNPP E Mark iBx EUR Liquid Corp Tr I C
LU1291094677
23513.37
3.12
4.18
2.41
2.22
0.40
2.43
0.27
4LBBW Unternehmensanleihen Euro Offensiv
DE000A1144F1
4819.69
9.44
3.99
2.21
4.46
2.64
0.00
0.00
5UniInstitutional Premium Corporate Bonds
DE0005326599
74512.75
2.50
3.82
2.04
2.28
0.46
2.84
0.69
6LGIM Euro Corporate Bond B EUR Acc
GB00B6CFP326
82612.09
1.83
3.77
1.99
2.83
1.01
3.20
1.04
7Kempen (Lux) Euro Credit Plus I
LU0986645306
45912.15
1.90
3.70
1.93
2.76
0.95
3.45
1.29
8Nykredit Invest Engros Eurokredit SRI
DK0060709814
10912.75
2.50
3.67
1.90
2.87
1.06
0.00
0.00
9PIMCO GIS Euro Credit Instl EUR Acc
IE00B2NSVP60
88110.59
0.34
3.64
1.87
3.14
1.32
3.44
1.29
10Nykredit Invest Engros EuroKredit
DK0016044654
15012.94
2.69
3.63
1.85
3.03
1.21
3.68
1.52
11Kempen (Lux) Euro Credit J
LU0630255858
178511.70
1.45
3.61
1.84
2.64
0.82
3.21
1.05
12ABN AMRO Kempen EuroCorpBds C EUR Inc
LU1253565243
11611.67
1.42
3.60
1.82
2.51
0.69
0.00
0.00
13ASR Euro Bedrijfsobligatie Basisfonds
NL0012645154
27410.62
0.37
3.57
1.79
2.51
0.70
3.26
1.10
14Metzler Euro Corporates AI
DE000A0RBZB5
23814.43
4.17
3.57
1.79
2.71
0.89
3.24
1.08
15L&G Euro High Alpha Corp Bond Z EUR Inc
LU1003761308
13812.08
1.83
3.54
1.77
2.89
1.07
0.00
0.00
16ASR ESG IndxPls Instttnl EUR Bdrfsblgt K
NL0012333892
37212.64
2.39
3.51
1.73
0.00
0.00
0.00
0.00
17PUTM Bothwell European Credit B Acc GBP
GB00B570Y387
439.66
-0.59
3.51
1.74
2.23
0.41
2.61
0.46
18L&G Euro Corporate Bond Z EUR Inc
LU0984223155
11812.18
1.93
3.50
1.72
2.94
1.12
3.30
1.14
19Kempen (Lux) Euro Sustainable Credit J
LU0979491239
23511.73
1.48
3.46
1.68
2.49
0.67
2.98
0.82
20AEAM European Credit
NL0000685568
37511.97
1.72
3.43
1.66
2.76
0.94
3.15
0.99

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.

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