IG Sterling Fund Performance

All figures are to month-end December 2018
Jump to: Top Performing IG £ Funds


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

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

#Fund /
ISIN
Size
(£bn)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1Scottish Widows Corporate Bd Trkr W Acc
GB00BD7W3V17
5.3930.00
2.02
-1.59
0.73
4.17
0.18
0.00
0.00
2Invesco Corporate Bond UK Acc
GB0033028779
4.285-4.73
-2.71
-2.43
-0.11
2.60
-1.39
2.77
-1.71
3iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
3.998-0.52
1.50
-1.74
0.58
4.19
0.19
4.72
0.24
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.649-3.71
-1.69
-2.53
-0.22
3.69
-0.31
4.33
-0.15
5Fidelity MoneyBuilder Income
GB0003863916
3.360-2.69
-0.67
-2.78
-0.47
3.23
-0.76
4.01
-0.47
6M&G Strategic Corporate Bond GBP A Acc
GB0033828137
2.781-8.09
-6.07
-4.07
-1.76
2.80
-1.19
3.30
-1.18
7Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
2.643-2.27
-0.25
-1.71
0.61
4.09
0.09
4.60
0.12
8Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.249-2.94
-0.93
-4.88
-2.57
1.86
-2.13
0.00
0.00
9Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.172-1.60
0.42
-2.22
0.09
3.15
-0.84
3.89
-0.60
10Halifax Corporate Bd B
GB0031809097
1.771-2.45
-0.43
-2.21
0.11
3.54
-0.45
3.49
-0.99
11Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.764-1.74
0.28
-1.60
0.72
4.85
0.86
5.47
0.99
12Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.593-3.24
-1.22
-3.20
-0.88
3.99
0.00
4.45
-0.04
13Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.523-4.39
-2.37
-3.04
-0.72
4.29
0.30
5.24
0.75
14Kames Investment Grade Bond GBP B Acc
GB00B141C763
1.423-5.92
-3.90
-3.82
-1.51
3.64
-0.35
4.54
0.05
15BlackRock Corporate Bond 1-10 Year L Acc
GB00B59NP872
1.359-0.81
1.20
-1.35
0.97
3.43
-0.56
3.74
-0.74
16Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.350-2.16
-0.15
-0.48
1.84
1.91
-2.08
1.92
-2.56
17L&G Fixed Interest I Acc
GB00B0CNHD88
1.326-1.91
0.11
-2.36
-0.04
4.35
0.36
4.89
0.41
18Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.311-0.95
1.07
-0.21
2.11
1.60
-2.39
1.79
-2.70
19Royal London Corporate Bond A Inc
GB00B3P2K895
1.197-3.97
-1.95
-2.42
-0.10
4.26
0.27
4.66
0.18
20Mercer UK Credit M-2£
IE00B62Q6540
1.063-2.19
-0.17
-2.71
-0.39
4.39
0.40
4.92
0.44

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

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

RankFund /
ISIN
Size
(£mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1Royal London Short Duration Crdt Z Inc
GB00BD050B66
709-1.12
0.90
0.31
2.63
3.43
-0.56
3.36
-1.12
2Royal London Inv Grade SD Credit Z Inc
GB00BYQTH296
844-0.19
1.83
0.01
2.33
1.98
-2.01
0.00
0.00
3Fidelity Short Dated Crprate Bd Y Acc
GB00BDCG0G22
116-0.59
1.43
-0.08
2.24
0.00
0.00
0.00
0.00
4Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1311-0.95
1.07
-0.21
2.11
1.60
-2.39
1.79
-2.70
5LF Canlife Short Duration Corp Bd C Acc
GB00BD0CNM97
238-0.59
1.43
-0.22
2.10
0.00
0.00
0.00
0.00
6L&G Short Dated £ Corporate Bd Idx C Acc
GB00BKGR3F07
1038-0.58
1.44
-0.23
2.08
2.36
-1.63
0.00
0.00
7AXA Sterling Crdt Shrt Dura Bd Z Grs Acc
GB00B5L2N222
785-0.99
1.03
-0.33
1.99
1.40
-2.59
1.36
-3.13
8Aberdeen Sterling SD Corp Bd K GBP Acc
GB00BD8GDK16
165-1.10
0.92
-0.40
1.91
0.00
0.00
0.00
0.00
9SLI Short Dated Corp Bd Instl S GBP Acc
GB00BZCGBV86
192-0.55
1.47
-0.41
1.90
0.00
0.00
0.00
0.00
10Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1350-2.16
-0.15
-0.48
1.84
1.91
-2.08
1.92
-2.56
11Epworth Affirmative Corporate Bond
GB00B57GG960
1213.82
5.84
-0.50
1.81
3.90
-0.09
4.76
0.28
12Moorea Fd SGPB Hambros Stlg Bd Str HD
LU0859659723
57-1.40
0.62
-0.50
1.82
3.62
-0.38
3.51
-0.97
13Royal London Duration Hedged Crdt Z Acc
GB00B4K6P774
213-7.90
-5.88
-0.58
1.74
2.84
-1.15
2.03
-2.45
14Royal London Sustainable Mgd Inc D Acc
GB00B8GJ0284
400.31
2.33
-0.77
1.55
4.22
0.23
4.71
0.23
15Premier Corporate Bond Monthly Income C
GB0003895496
48-1.01
1.01
-0.98
1.34
2.08
-1.91
2.62
-1.87
16BlackRock ASF Ascent UK All Stks C/Bd F£
IE0031465812
5681.81
3.83
-1.08
1.24
5.13
1.14
5.57
1.09
17M&G Short Dated Corp Bd GBP A Inc
GB0031110397
344-3.59
-1.57
-1.15
1.16
1.52
-2.47
1.49
-3.00
18L&G Sterling Corporate Bond Index I Acc
GB00B4M01C47
6741.15
3.17
-1.16
1.15
4.01
0.02
4.80
0.32
19SLI AAA Income Ret Acc
GB0006161516
1731.53
3.55
-1.18
1.14
2.35
-1.65
3.01
-1.47
20Payden Sterling CorpBd-InvmtGrd GBP Acc
IE00B3KLND71
0.30
2.32
-1.25
1.07
2.41
-1.58
2.89
-1.59

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

Table information: European domiciled funds in Morningstar Category GBP Corporate Bond, Oldest share class, All figures GBP sterling (£), 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:

(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Important note regarding third party indices:  Morningstar does not own any third party index data (S&P, FTSE, MSCI), so cannot authorise its use. The journalists should contact each vendor directly to get authorisation for the data they require.