IG Euro Fund Performance

All figures are to month-end September 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
8.6405.83
2.35
2.97
1.99
4.38
2.21
5.65
2.08
2MS INVF Euro Corporate Bond A
LU0132601682
4.4294.86
1.38
2.48
1.49
2.84
0.67
4.65
1.08
3Nordea Corporate Bond I K
FI0008801303
3.3514.46
0.98
0.60
-0.39
2.60
0.43
4.21
0.63
4Aegon Euro Credits Z EUR Acc
IE00BZ005876
3.1925.16
1.67
0.00
0.00
0.00
0.00
0.00
0.00
5SLI European Corporate Bd D EUR Acc
LU0177497814
3.1574.29
0.80
0.32
-0.67
2.66
0.49
4.08
0.51
6Invesco Euro Corporate Bond C EUR Acc
LU0243958047
3.0853.98
0.49
1.24
0.25
2.10
-0.07
4.31
0.74
7BlueBay Investment Grade Bd B EUR
LU0179826135
3.0755.74
2.25
2.34
1.36
1.80
-0.36
3.54
-0.03
8Parvest Bond Euro Corporate C C
LU0131210360
2.4284.24
0.76
0.10
-0.89
2.25
0.09
3.82
0.25
9Henderson Horizon Eur Corp Bd I2 EUR Acc
LU0451950587
2.3554.73
1.25
1.16
0.18
2.41
0.25
4.29
0.71
10SSgA Euro Corporate Bond Index Fund I
LU0438092701
2.2916.22
2.74
0.89
-0.10
2.58
0.42
3.93
0.35
11Pioneer Fds Euro Corp Bond E EUR ND
LU0133660638
2.0912.94
-0.54
-0.80
-1.79
1.32
-0.84
3.57
0.00
12Vanguard Euro IG Bd Idx Ins EUR
IE00B04FFJ44
2.0523.33
-0.15
-0.69
-1.67
1.89
-0.27
3.45
-0.13
13M&G European Corporate Bond Euro C Acc
GB0032179045
1.9524.37
0.88
1.77
0.78
2.73
0.56
4.24
0.67
14iShares Euro Crdt Bd Idx (IE) Instl Acc€
IE0031080645
1.9352.86
-0.63
-1.16
-2.14
1.72
-0.45
3.21
-0.37
15Vontobel EUR Corp Bd Mid Yield A
LU0153585566
1.9314.09
0.61
1.64
0.65
2.92
0.76
4.96
1.39
16Kempen (Lux) Euro Credit J
LU0630255858
1.8614.28
0.80
0.61
-0.37
2.81
0.64
4.39
0.82
17Deutsche Invest I Euro Corp Bds FC
LU0300357802
1.6445.32
1.83
1.40
0.42
2.77
0.61
4.55
0.98
18BGF Euro Corporate Bond A1 EUR
LU0162660350
1.5883.55
0.07
0.84
-0.14
2.76
0.59
3.92
0.35
19iShares Euro InvGrdCorpBdIdx(IE)InstAcc€
IE00B67T5G21
1.5164.48
1.00
0.58
-0.40
2.51
0.34
3.91
0.33
20Schroder ISF Euro Credit Convct C Acc
LU0995119822
1.5137.04
3.55
5.21
4.23
5.67
3.51
0.00
0.00

MiFID II Countdown

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Minutes
Seconds

IG Issuance

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IG Deals

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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 DKK
LU0772943410
3408.00
4.52
14.15
13.17
6.54
4.37
11.06
7.48
2Deka-RentenNachrang
DE0008479825
435.41
1.93
9.97
8.98
4.17
2.01
6.81
3.24
3New Millennium Augustum Corporate Bond A
LU0163796203
2905.29
1.80
9.43
8.44
4.15
1.99
5.59
2.02
4Indosuez Funds FII Euro Corporate Bds G
LU0744212290
1202.25
-1.24
7.97
6.98
2.94
0.77
4.48
0.91
5DKO Renten Hybrid
LU0188083231
206.06
2.58
7.94
6.95
4.60
2.43
6.67
3.10
6Alcis Alpha Obligations Crédit P
FR0010313742
704.20
0.72
7.55
6.56
0.75
-1.42
2.96
-0.61
7HSBC Euro Credit Subordinated Bd ID
DE000A0H0RA1
884.34
0.86
7.49
6.50
3.11
0.95
4.59
1.02
8Paris Lyon Rendement C
FR0007372016
233.93
0.45
7.26
6.27
1.48
-0.68
1.75
-1.83
9Sabadell Financial Capital Base FI
ES0111093003
173.39
-0.10
7.04
6.06
1.89
-0.28
4.40
0.82
10Deutscher Mittelstandsanleihen Fonds M
LU0974225590
557.76
4.27
6.99
6.00
4.03
1.86
0.00
0.00
11UniInstitutional Euro Subordinated Bonds
LU1063759929
2146.73
3.25
6.83
5.84
4.55
2.38
0.00
0.00
12DKO Renten Spezial T
LU0386792104
287.36
3.88
6.69
5.71
4.49
2.33
5.62
2.05
13Quilvest Euro Yield I
FR0011167394
436.08
2.59
6.62
5.63
4.16
1.99
5.22
1.65
14LBBW Unternehmensanleihen Euro Offensiv
DE000A1144F1
574.41
0.93
5.60
4.61
0.00
0.00
0.00
0.00
15Monaco Corporate Bond Euro
MC0010000487
1833.73
0.24
5.40
4.41
1.30
-0.87
3.55
-0.02
16Schroder ISF Euro Credit Convct C Acc
LU0995119822
15137.04
3.55
5.21
4.23
5.67
3.51
0.00
0.00
17R Euro Crédit C EUR
FR0007008750
9983.77
0.28
4.87
3.88
2.69
0.52
5.07
1.49
18Rentoblig C
FR0010698472
583.30
-0.18
4.84
3.86
2.24
0.08
4.24
0.67
19Independent Bond
DK0060091908
163.12
-0.36
4.70
3.71
3.32
1.15
3.86
0.29
20Sycomore Sélection Crédit I
FR0011288489
3224.32
0.84
4.63
3.65
4.21
2.04
0.00
0.00

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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