IG Euro Fund Performance

All figures are to month-end April 2018
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
8.855-1.63
0.44
2.80
1.99
3.22
1.99
4.59
2.05
2MS INVF Euro Corporate Bond A
LU0132601682
5.021-3.08
-1.01
1.54
0.73
1.99
0.76
3.31
0.77
3Nordea Corporate Bond I K
FI0008801303
3.351-1.16
0.91
1.32
0.51
1.55
0.32
3.06
0.52
4BlueBay Investment Grade Bd B EUR
LU0179826135
2.784-0.95
1.12
2.97
2.17
1.51
0.28
2.65
0.12
5SLI European Corporate Bd D Acc EUR
LU0177497814
2.570-1.06
1.02
1.41
0.60
1.66
0.43
3.06
0.53
6SSGA State Street Euro Corp Bd Idx I Acc
LU0438092701
2.495-0.42
1.66
1.42
0.61
1.66
0.43
2.87
0.33
7Aegon Euro Credits B EUR Acc
IE00BZ005983
2.3350.56
2.64
1.53
0.72
1.99
0.76
3.34
0.80
8Invesco Euro Corporate Bond C EUR Acc
LU0243958047
2.324-3.57
-1.49
1.39
0.59
0.77
-0.46
2.82
0.28
9Parvest Bond Euro Corporate C C
LU0131210360
2.316-2.03
0.05
1.20
0.39
1.29
0.06
2.86
0.32
10Vanguard Euro IG Bd Idx Ins EUR Acc
IE00B04FFJ44
2.0431.52
3.59
0.99
0.19
1.14
-0.09
2.52
-0.02
11Vontobel EUR Corp Bd Mid Yld A EUR
LU0153585566
1.946-2.40
-0.33
1.47
0.66
1.44
0.21
3.47
0.94
12iShares Euro Crdt Bd Idx (IE) Instl Acc€
IE0031080645
1.9461.14
3.22
0.52
-0.28
0.90
-0.33
2.32
-0.21
13Amundi Fds II Euro Corp Bond E EUR ND
LU0133660638
1.818-2.71
-0.64
0.82
0.01
0.76
-0.47
2.40
-0.14
14M&G European Corporate Bond Euro C Acc
GB0032179045
1.8140.21
2.28
2.31
1.50
2.00
0.77
3.24
0.70
15Janus Henderson Hrzn Euro Corp Bd I2 EUR
LU0451950587
1.774-0.72
1.36
1.95
1.14
1.44
0.21
2.98
0.44
16Schroder ISF EURO Crdt Convct C Acc EUR
LU0995119822
1.764-2.31
-0.23
3.63
2.82
4.26
3.03
0.00
0.00
17Kempen (Lux) Euro Credit J
LU0630255858
1.752-0.04
2.03
1.33
0.53
1.94
0.71
3.33
0.80
18BGF Euro Corporate Bond A1 EUR
LU0162660350
1.695-1.40
0.67
1.45
0.65
1.90
0.67
3.08
0.54
19Deutsche Invest I Euro Corp Bds FC
LU0300357802
1.667-1.76
0.32
1.69
0.88
1.76
0.53
3.33
0.80
20iShares Euro InvGrdCorpBdIdx(IE)InstAcc€
IE00B67T5G21
1.517-0.31
1.77
1.22
0.41
1.79
0.56
2.96
0.43

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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
597-6.54
-4.47
6.01
5.21
5.59
4.37
7.53
4.99
2Paris Lyon Rendement C
FR0007372016
270.93
3.01
5.27
4.47
1.91
0.68
2.03
-0.50
3Deutscher Mittelstandsanleihen Fonds M
LU0974225590
741.88
3.96
5.19
4.38
4.06
2.83
0.00
0.00
4ERSTE BOND CORPORATE PLUS A
AT0000A1PKL2
237-3.88
-1.80
4.80
3.99
0.00
0.00
0.00
0.00
5Deka-RentenNachrang
DE0008479825
48-1.66
0.42
4.42
3.62
3.93
2.70
4.83
2.29
6UniInstitutional Euro Subordinated Bonds
LU1063759929
226-3.98
-1.90
3.79
2.98
2.87
1.64
0.00
0.00
7Schroder ISF EURO Crdt Convct C Acc EUR
LU0995119822
1764-2.31
-0.23
3.63
2.82
4.26
3.03
0.00
0.00
8Alcis Alpha Obligations Crédit P
FR0010313742
65-3.97
-1.89
3.49
2.69
0.44
-0.79
1.95
-0.58
9IP Bond-Select I
LU0204032410
231.65
3.72
3.31
2.51
2.90
1.67
4.49
1.96
10Quilvest Euro Yield I
FR0011167394
24-2.50
-0.43
3.30
2.50
3.44
2.21
3.86
1.32
11New Millennium Aug Corp Bd A
LU0163796203
293-4.83
-2.75
3.26
2.46
3.00
1.77
4.34
1.80
12Monaco Corporate Bond Euro
MC0010000487
199-2.12
-0.04
2.99
2.18
1.65
0.42
2.39
-0.14
13BlueBay Investment Grade Bd B EUR
LU0179826135
2784-0.95
1.12
2.97
2.17
1.51
0.28
2.65
0.12
14Columbus Euro Corp Low Volatility A/I
FR0010154765
227-0.54
1.54
2.95
2.14
2.00
0.77
2.85
0.32
15HSBC Euro Credit Subordinated Bd ID
DE000A0H0RA1
80-7.47
-5.40
2.95
2.14
2.16
0.93
3.14
0.60
16Schroder ISF EURO Corp Bd C Acc EUR
LU0113258742
8855-1.63
0.44
2.80
1.99
3.22
1.99
4.59
2.05
17LBBW Unternehmensanleihen Euro Offensiv
DE000A1144F1
31-2.16
-0.09
2.74
1.93
3.33
2.10
0.00
0.00
18Sabadell Financial Capital Base FI
ES0111093003
25-8.08
-6.00
2.68
1.87
1.33
0.10
2.59
0.05
19ABN AMRO SchroderEuroCorpBds C EUR Acc
LU0979879631
151-1.65
0.43
2.60
1.80
3.35
2.12
0.00
0.00
20MCA Gestoblig
FR0007004171
331.85
3.93
2.60
1.80
1.61
0.38
2.27
-0.27

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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