IG Sterling 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 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
4.984-1.29
-1.99
-1.04
-1.71
6.38
0.93
0.00
0.00
2IP Corporate Bond Acc
GB0033028779
4.7701.75
1.05
1.94
1.27
4.28
-1.17
5.49
-0.01
3Fidelity MoneyBuilder Income
GB0003863916
4.1220.50
-0.20
-0.68
-1.35
5.41
-0.04
5.17
-0.33
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
4.0561.37
0.67
1.01
0.35
5.80
0.35
5.80
0.30
5iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
3.5250.26
-0.44
-0.84
-1.51
6.00
0.54
5.65
0.15
6M&G Strategic Corporate Bond GBP A Acc
GB0033828137
3.4612.02
1.32
2.04
1.37
4.77
-0.69
4.93
-0.57
7Vanguard UK Inv Grade Bd Idx GBP Acc
IE00B1S74Q32
2.5640.48
-0.23
-0.48
-1.15
5.84
0.39
5.58
0.08
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.186-0.37
-1.07
-0.82
-1.49
5.22
-0.23
5.32
-0.18
9Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
2.0861.20
0.50
0.43
-0.24
6.45
1.00
6.34
0.85
10Halifax Corporate Bd B
GB0031809097
2.0331.48
0.78
0.93
0.26
5.58
0.13
5.69
0.19
11Mercer UK Credit M-2£
IE00B62Q6540
1.986-0.25
-0.95
-1.17
-1.84
5.98
0.53
5.53
0.03
12Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.7140.94
0.24
0.30
-0.37
6.21
0.76
6.47
0.97
13Vanguard U.K. Shrt-Term IG Bd Idx GBPAcc
IE00B9M1BB17
1.6270.33
-0.37
0.77
0.10
2.41
-3.04
0.00
0.00
14Kames Investment Grade Bond B Acc
GB00B141C763
1.4353.35
2.65
1.97
1.30
6.45
1.00
6.68
1.18
15Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.4331.94
1.24
2.37
1.70
6.98
1.52
7.26
1.76
16L&G Fixed Interest I Acc
GB00B0CNHD88
1.4231.11
0.41
-0.24
-0.91
6.46
1.01
6.34
0.84
17Henderson All Stocks Credit I Inc
GB0007451965
1.2760.75
0.04
-0.45
-1.12
6.01
0.55
5.53
0.03
18HSBC Corporate Bond Retail Inc
GB0000170554
1.1940.04
-0.67
-0.59
-1.26
5.72
0.27
5.79
0.29
19Royal London Corporate Bond A
GB00B3P2K895
1.1132.11
1.41
2.07
1.40
6.15
0.70
6.64
1.14
20Threadneedle UK Corp Bd Ins Inc
GB0001451508
0.9281.78
1.08
1.67
1.00
6.24
0.79
5.99
0.49

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 Duration Hedged Credit Z
GB00B4K6P774
1743.76
3.06
7.52
6.85
3.07
-2.39
4.18
-1.32
2Liontrust Monthly Income Bond Z Grs Inc
GB00B3S5Z570
250-0.38
-1.08
6.76
6.09
6.78
1.33
6.82
1.32
3Rathbone Ethical Bond Acc L EUR
LU1396461185
145.60
4.90
6.51
5.84
0.00
0.00
0.00
0.00
4Rathbone Ethical Bond R Acc
GB0030957137
7555.07
4.37
6.21
5.54
6.57
1.12
7.76
2.26
5St James's Place Invmt Grd Corp Bd Acc
GB00B5BVQR53
03.90
3.20
4.93
4.26
3.58
-1.87
3.17
-2.33
6Royal London Short Dur Crdt Z GBP Inc
GB00BD050B66
2772.33
1.63
4.32
3.65
4.67
-0.78
0.00
0.00
7TwentyFour Corporate Bond I £ Acc hdg
IE00BSMTGG87
4493.10
2.40
4.14
3.47
0.00
0.00
0.00
0.00
8Fidelity Duration 3 Feeder Acc GBP
GB00BVTVCL59
241.11
0.40
3.72
3.05
0.00
0.00
0.00
0.00
9PUTM Bothwell Crdt Fincls Stlg H B Acc £
GB00B5BK1006
8522.72
2.02
3.50
2.83
6.33
0.88
7.12
1.62
10Aberdeen Sterling Opps Corp Bd P Inc
GB00BWK27P38
4471.97
1.27
3.17
2.50
4.01
-1.44
4.36
-1.14
11Liontrust Sust Fut Corp Bd 2 Grs Inc
GB0030029069
4451.73
1.02
3.17
2.50
6.93
1.48
6.71
1.22
12Moorea Fd SGPB Hambros Stlg Bd Str HD
LU0859659723
453.42
2.72
3.16
2.49
4.45
-1.00
0.00
0.00
13Fidelity Corporate Bond Master Acc GBP
GB00BVTVCK43
900.72
0.01
3.03
2.36
0.00
0.00
0.00
0.00
14Fidelity Duration 5 Feeder Acc GBP
GB00BVTVCM66
6010.36
-0.34
2.81
2.14
0.00
0.00
0.00
0.00
15AXA Sterling Corporate Bond Z Inc Net
GB0033984674
372.98
2.28
2.60
1.93
6.50
1.04
6.00
0.50
16M&G Feeder of Strategic Corp Bd £ I Inc
IE00BYSW7X72
22.48
1.78
2.50
1.83
0.00
0.00
0.00
0.00
17M&G Short Dated Corp Bd GBP A Inc
GB0031110397
4782.00
1.29
2.45
1.78
2.35
-3.11
2.62
-2.87
18Royal London Sterling Credit Z Inc
GB00B4W1ZT22
14331.94
1.24
2.37
1.70
6.98
1.52
7.26
1.76
19Premier Corporate Bond Monthly Income C
GB0003895496
542.79
2.09
2.27
1.60
3.31
-2.15
5.66
0.16
20Marlborough Bond Income A Inc
GB0004326707
1.94
1.24
2.25
1.58
5.17
-0.28
5.64
0.15

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.


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