IG Euro Fund Performance

All figures are to month-end May 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
8.887-2.79
0.32
1.10
1.17
3.14
1.93
4.43
1.96
2MS INVF Euro Corporate Bond A
LU0132601682
4.709-5.07
-1.96
0.04
0.11
1.85
0.64
3.13
0.67
3Nordea Corporate Bond I K
FI0008801303
3.290-1.11
2.00
0.59
0.66
1.69
0.48
3.07
0.60
4BlueBay Investment Grade Bd B EUR
LU0179826135
2.885-1.52
1.59
2.12
2.19
1.61
0.40
2.61
0.15
5SLI European Corporate Bd D Acc EUR
LU0177497814
2.525-2.22
0.89
0.31
0.39
1.68
0.47
2.99
0.52
6SSGA State Street Euro Corp Bd Idx I Acc
LU0438092701
2.497-2.26
0.85
0.10
0.18
1.64
0.43
2.89
0.42
7Aegon Euro Credits B EUR Acc
IE00BZ005983
2.3210.35
3.46
0.93
1.00
2.09
0.88
3.34
0.87
8Invesco Euro Corporate Bond C EUR Acc
LU0243958047
2.275-3.57
-0.46
0.25
0.32
0.91
-0.30
2.71
0.24
9Parvest Bond Euro Corporate C C
LU0131210360
2.241-2.90
0.22
0.24
0.31
1.29
0.08
2.80
0.34
10Vanguard Euro IG Bd Idx Ins EUR Acc
IE00B04FFJ44
2.0631.34
4.45
0.63
0.70
1.33
0.12
2.59
0.12
11iShares Euro Crdt Bd Idx (IE) Instl Acc€
IE0031080645
1.9231.45
4.56
0.37
0.44
1.14
-0.07
2.45
-0.01
12BGF Euro Corporate Bond A1 EUR
LU0162660350
1.915-0.30
2.81
0.93
1.00
2.10
0.89
3.13
0.66
13Vontobel EUR Corp Bd Mid Yld A EUR
LU0153585566
1.888-5.53
-2.42
-0.44
-0.37
1.18
-0.03
3.27
0.80
14Amundi Fds II Euro Corp Bond E EUR ND
LU0133660638
1.761-4.61
-1.50
-0.35
-0.28
0.39
-0.82
2.19
-0.27
15M&G European Corporate Bond Euro C Acc
GB0032179045
1.726-2.31
0.80
0.29
0.36
1.80
0.58
3.03
0.56
16Schroder ISF EURO Crdt Convct C Acc EUR
LU0995119822
1.715-3.78
-0.67
1.50
1.57
4.07
2.86
0.00
0.00
17Janus Henderson Hrzn Euro Corp Bd I2 EUR
LU0451950587
1.713-0.37
2.74
1.01
1.09
1.61
0.40
2.93
0.46
18Kempen (Lux) Euro Credit J
LU0630255858
1.671-0.18
2.93
0.86
0.93
2.07
0.86
3.44
0.98
19Deutsche Invest I Euro Corp Bds FC
LU0300357802
1.570-2.05
1.06
0.89
0.97
1.90
0.69
3.40
0.94
20iShares Euro InvGrdCorpBdIdx(IE)InstAcc€
IE00B67T5G21
1.488-1.26
1.85
0.57
0.64
1.87
0.66
2.96
0.49

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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
1Deutscher Mittelstandsanleihen Fonds M
LU0974225590
791.07
4.18
3.50
3.57
3.77
2.56
0.00
0.00
2Nordea 1 - European Fincl Dbt BI EUR
LU0772943501
512-8.54
-5.43
3.05
3.13
5.18
3.97
6.96
4.50
3IP Bond-Select I
LU0204032410
231.94
5.05
2.86
2.93
3.07
1.86
4.39
1.93
4Paris Lyon Rendement C
FR0007372016
27-4.99
-1.88
2.58
2.65
1.18
-0.03
1.63
-0.83
5BlueBay Investment Grade Bd B EUR
LU0179826135
2885-1.52
1.59
2.12
2.19
1.61
0.40
2.61
0.15
6MCA Gestoblig
FR0007004171
331.32
4.43
1.99
2.06
1.51
0.30
2.11
-0.36
73BG Corporate-Austria A
AT0000A0PJ80
00.88
3.99
1.68
1.75
2.40
1.19
2.99
0.52
8Columbus Euro Corp Low Volatility A/I
FR0010154765
225-4.42
-1.31
1.66
1.73
1.58
0.37
2.56
0.09
9ERSTE BOND CORPORATE PLUS A
AT0000A1PKL2
271-8.41
-5.30
1.66
1.73
0.00
0.00
0.00
0.00
10SLGP Corporate Bonds D
FR0010734467
65-6.23
-3.12
1.62
1.70
1.19
-0.02
2.69
0.22
11Nordea 1 - European Covered Bond BP EUR
LU0076315455
11542.56
5.67
1.60
1.67
1.85
0.64
3.53
1.06
12Danske Invest Nordic Corp Bond I
LU1116404671
690.30
3.41
1.55
1.62
1.30
0.09
0.00
0.00
13Schroder ISF EURO Crdt Convct C Acc EUR
LU0995119822
1715-3.78
-0.67
1.50
1.57
4.07
2.86
0.00
0.00
14Eastspring Inv European Invmt Grd Bd DE
LU0212039639
10500.83
3.94
1.43
1.50
2.67
1.45
3.72
1.25
15FCP LBPAM-IDR A/I
FR0011318567
1073.43
6.54
1.27
1.34
1.99
0.78
3.24
0.77
16BNPP Flexi I Bd Euro Focus Corp I C
LU0749572771
42-1.24
1.87
1.20
1.27
2.24
1.03
3.62
1.15
17New Millennium Aug Corp Bd A
LU0163796203
295-9.32
-6.21
1.20
1.28
2.65
1.44
3.87
1.40
18M&G European Credit Investment C EUR Acc
LU0617482376
2860.49
3.60
1.19
1.26
2.56
1.35
3.55
1.09
19Handelsbanken Euro Corp Bond Fd A7 EUR
SE0008014922
662.90
6.01
1.17
1.24
0.00
0.00
0.00
0.00
20Schroder ISF EURO Corp Bd C Acc EUR
LU0113258742
8887-2.79
0.32
1.10
1.17
3.14
1.93
4.43
1.96

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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