IG Sterling 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 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
5.1303.95
2.34
0.16
0.41
4.49
0.68
0.00
0.00
2IP Corporate Bond Acc
GB0033028779
4.584-1.71
-3.32
0.60
0.85
3.04
-0.77
3.67
-0.73
3iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
4.0172.91
1.31
-0.52
-0.27
4.14
0.33
4.77
0.37
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.7600.28
-1.32
0.63
0.88
4.36
0.55
4.87
0.46
5Fidelity MoneyBuilder Income
GB0003863916
3.7371.84
0.23
-0.72
-0.47
3.47
-0.35
4.14
-0.26
6M&G Strategic Corporate Bond GBP A Acc
GB0033828137
3.081-3.39
-4.99
0.65
0.90
3.62
-0.20
4.11
-0.29
7Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
2.5233.31
1.71
0.38
0.63
4.29
0.47
4.91
0.51
8Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.178-0.61
-2.22
-2.77
-2.52
1.71
-2.11
0.00
0.00
9Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.1182.50
0.89
-1.00
-0.75
3.33
-0.49
4.06
-0.35
10Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.9341.27
-0.33
-0.45
-0.19
4.45
0.64
5.20
0.79
11Halifax Corporate Bd B
GB0031809097
1.8741.58
-0.02
-0.08
0.17
3.44
-0.38
3.85
-0.55
12Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.8570.67
-0.93
-0.68
-0.43
4.08
0.26
4.96
0.56
13Mercer UK Credit M-2£
IE00B62Q6540
1.7602.32
0.72
-0.83
-0.58
4.15
0.33
4.73
0.32
14Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.6943.31
1.70
1.17
1.42
5.14
1.33
5.97
1.57
15Kames Investment Grade Bond GBP B Acc
GB00B141C763
1.4830.34
-1.26
0.69
0.94
4.28
0.46
5.31
0.91
16BlackRock Corporate Bond 1-10 Year L Acc
GB00B59NP872
1.4121.93
0.32
0.07
0.32
3.68
-0.14
4.11
-0.30
17L&G Fixed Interest Trust I Acc
GB00B0CNHD88
1.3621.38
-0.22
-0.54
-0.29
4.51
0.69
5.15
0.75
18Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.1831.71
0.10
0.49
0.74
2.25
-1.57
2.46
-1.94
19Royal London Corporate Bond A
GB00B3P2K895
1.1752.73
1.12
0.83
1.08
4.63
0.81
5.33
0.93
20Janus Henderson All Stocks Credit I Inc
GB0007451965
1.1712.78
1.17
-0.44
-0.19
4.05
0.23
4.66
0.26

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
197-1.31
-2.91
3.40
3.66
3.18
-0.64
3.33
-1.08
2Royal London Short Dur Crdt Z GBP Inc
GB00BD050B66
4541.98
0.38
1.96
2.22
3.93
0.11
0.00
0.00
3Rathbone Ethical Bond Inc L GBP
LU1396461698
1640.10
-1.50
1.89
2.14
0.00
0.00
0.00
0.00
4Rathbone Ethical Bond Acc L GBP
LU1396461268
230.14
-1.46
1.77
2.02
0.00
0.00
0.00
0.00
5TwentyFour Corporate Bond I GBP Acc
IE00BSMTGG87
6142.26
0.66
1.73
1.98
4.59
0.77
0.00
0.00
6Rathbone Ethical Bond R Acc
GB0030957137
998-1.05
-2.65
1.62
1.87
4.90
1.08
5.87
1.46
7Schroder Sterling Corporate Bond A Inc
GB0031093247
1682.83
1.22
1.46
1.72
5.36
1.54
5.26
0.85
8Moorea Fd SGPB Hambros Stlg Bd Str HD
LU0859659723
560.76
-0.84
1.34
1.59
3.48
-0.34
3.62
-0.78
9St James's Place Invmt Grd Corp Bd Acc
GB00B5BVQR53
0-5.30
-6.91
1.27
1.52
2.20
-1.62
2.41
-2.00
10Royal London Sterling Credit Z Inc
GB00B4W1ZT22
16943.31
1.70
1.17
1.42
5.14
1.33
5.97
1.57
11MI TwentyFour AM Core Corp Bd A Inc Grs
GB00BDD0M018
1061.95
0.34
1.12
1.37
0.00
0.00
0.00
0.00
12M&G Feeder of Strategic Corp Bd £ I Inc
IE00BYSW7X72
1-2.97
-4.58
1.09
1.34
0.00
0.00
0.00
0.00
13BlackRock ASF Core+ UK Corp Bd Flex £
IE00B39VGQ27
2434.18
2.57
0.93
1.18
4.21
0.40
5.03
0.63
14BlackRock ASF Ascent UK All Stks C/Bd F£
IE0031465812
7333.50
1.90
0.91
1.16
4.77
0.96
5.22
0.82
15Royal London Inv Grade SD Credit Inc Z
GB00BYQTH296
6731.74
0.14
0.88
1.13
0.00
0.00
0.00
0.00
16Royal London Corporate Bond A
GB00B3P2K895
11752.73
1.12
0.83
1.08
4.63
0.81
5.33
0.93
17AXA Sterling Corporate Bond Z Inc Net
GB0033984674
543.63
2.02
0.76
1.01
5.25
1.44
4.90
0.49
18Fidelity Duration 3 Feeder Acc GBP
GB00BVTVCL59
27-0.73
-2.33
0.73
0.99
0.00
0.00
0.00
0.00
19M&G Short Dated Corp Bd GBP A Inc
GB0031110397
4661.79
0.18
0.71
0.96
1.91
-1.90
2.24
-2.16
20Royal London Sustainable Mgd Inc D Acc
GB00B8GJ0284
3.47
1.86
0.70
0.95
4.19
0.37
4.60
0.20

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:

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