IG Sterling Fund Performance

All figures are to month-end Feb 2019
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
5.4739.06
-1.41
2.03
0.74
4.54
-0.24
0.00
0.00
2iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
4.32710.40
-0.08
1.97
0.68
4.59
-0.19
4.58
0.22
3Invesco Corporate Bond UK Acc
GB0033028779
4.1338.19
-2.28
0.16
-1.13
3.86
-0.91
2.80
-1.56
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.62810.38
-0.09
0.45
-0.84
4.33
-0.45
4.19
-0.17
5Fidelity MoneyBuilder Income
GB0003863916
3.3469.51
-0.97
0.82
-0.47
3.62
-1.16
3.84
-0.52
6Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
2.77410.83
0.36
1.74
0.45
4.53
-0.25
4.56
0.20
7M&G Strategic Corporate Bond GBP A Acc
GB0033828137
2.72810.77
0.30
-1.16
-2.45
3.97
-0.81
3.28
-1.08
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.3919.93
-0.54
1.39
0.10
3.91
-0.87
3.76
-0.60
9Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.2967.69
-2.78
-1.47
-2.76
2.08
-2.69
0.00
0.00
10Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.86911.41
0.93
2.29
1.00
5.55
0.77
5.27
0.91
11Halifax Corporate Bd B
GB0031809097
1.76210.99
0.52
1.69
0.40
4.72
-0.05
3.51
-0.85
12Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.62611.85
1.38
0.92
-0.37
5.10
0.32
4.34
-0.02
13Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.5526.80
-3.67
1.10
-0.18
4.97
0.19
4.77
0.42
14Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.3804.17
-6.30
1.22
-0.07
2.28
-2.50
1.97
-2.39
15Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.3762.99
-7.48
1.11
-0.18
1.68
-3.09
1.78
-2.57
16BlackRock Corporate Bond 1-10 Year L Acc
GB00B59NP872
1.3696.72
-3.75
1.64
0.35
4.05
-0.73
3.65
-0.71
17Royal London Corporate Bond A Inc
GB00B3P2K895
1.31711.36
0.88
1.37
0.08
5.09
0.32
4.51
0.16
18L&G Fixed Interest I Acc
GB00B0CNHD88
1.25013.41
2.94
1.99
0.70
5.30
0.52
4.81
0.45
19L&G Short Dated £ Corporate Bd Idx C Acc
GB00BKGR3F07
1.1734.49
-5.98
1.45
0.16
2.67
-2.11
0.00
0.00
20AI Sterling Corp Bond UK Corp GBP Inc
GB00BTF89Z90
1.04513.66
3.18
1.99
0.70
4.72
-0.06
0.00
0.00

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
1Schroder Instl Long Dated Corp Bd I
GB0009569327
30624.83
14.36
3.20
1.91
7.77
2.99
7.23
2.87
2Epworth Affirmative Corporate Bond
GB00B57GG960
12210.29
-0.18
2.93
1.64
3.71
-1.07
4.57
0.21
3Royal London Sustainable Mgd Inc D Acc
GB00B8GJ0284
4511.69
1.21
2.80
1.51
4.91
0.13
4.61
0.26
4Fidelity Duration 16 Feeder Acc GBP
GB00BVTVCP97
2115.07
4.60
2.78
1.50
4.37
-0.40
0.00
0.00
5Newton Long Corp Bd Exempt 1 Acc
GB00B01X0Y17
3015.42
4.95
2.66
1.37
6.15
1.37
6.10
1.74
6BlackRock Corporate Bond D Acc
GB00B4QC3311
84310.07
-0.40
2.55
1.26
5.53
0.75
5.03
0.67
7Schroder Sterling Corporate Bond A Inc
GB0031093247
23314.57
4.09
2.51
1.22
6.27
1.49
4.83
0.47
8JPM Sterling Bond A (dist) GBP
LU0053692744
5718.43
7.96
2.49
1.20
5.81
1.03
6.27
1.91
9Fidelity Instl UK Lng Corp Bd Inc
GB0031400335
60219.59
9.12
2.44
1.16
7.06
2.28
6.71
2.35
10BlackRock ASF Core+ UK Corp Bd Flex £
IE00B39VGQ27
24713.00
2.53
2.41
1.12
4.82
0.04
5.10
0.74
11Fidelity Duration 20 Feeder Acc GBP
GB00BVTVCQ05
4319.51
9.04
2.40
1.11
4.15
-0.63
0.00
0.00
12Insight Inv UK Corp Lng Mat Bd S2
GB00B06FXK91
43819.99
9.52
2.36
1.07
7.21
2.43
6.48
2.12
13BIBF Over 10 Year Corporate Bd B GBP Inc
GB0099289679
022.57
12.10
2.34
1.05
6.17
1.39
4.71
0.35
14BlackRock ASF Ascent UK All Stks C/Bd F£
IE0031465812
56912.27
1.80
2.31
1.02
5.39
0.62
5.43
1.07
15Royal London Sterling Credit Z Inc
GB00B4W1ZT22
186911.41
0.93
2.29
1.00
5.55
0.77
5.27
0.91
16Fidelity UK Investment Gr Lg Crdt Acc
GB00BRHYJM82
6319.81
9.34
2.26
0.97
6.72
1.94
0.00
0.00
17L&G Sterling Corporate Bond Index I Acc
GB00B4M01C47
6959.50
-0.97
2.26
0.97
4.04
-0.74
4.60
0.24
18BlackRock ASF Ascent UK Long Corp Bd Fl£
IE0031465705
48529.98
19.51
2.24
0.95
7.81
3.03
7.63
3.27
19Threadneedle Stlg MLD Corp Bd InsGrsInc£
GB00BD8GM715
29715.34
4.87
2.21
0.92
5.86
1.08
5.69
1.33
20UBS Sterling Corporate Bd Indexed K Acc
GB00B9D6WC36
10.96
0.49
2.15
0.86
4.50
-0.28
4.56
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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