IG Sterling Fund Performance

All figures are to month-end Aug 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
5.76419.03
-0.78
8.62
0.07
2.48
-0.51
5.39
0.43
2iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
5.11221.15
1.34
9.40
0.86
2.82
-0.17
5.27
0.31
3Invesco Corporate Bond UK Acc
GB0033028779
3.94914.09
-5.71
5.78
-2.76
2.52
-0.47
3.34
-1.63
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.56921.14
1.33
8.75
0.20
3.12
0.13
4.83
-0.13
5Fidelity MoneyBuilder Income
GB0003863916
3.40020.56
0.75
8.55
0.01
2.19
-0.79
4.49
-0.47
6Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
3.17920.36
0.55
8.34
-0.21
2.54
-0.44
5.04
0.08
7M&G Strategic Corporate Bond GBP A Acc
GB0033828137
2.70718.41
-1.39
6.77
-1.78
2.65
-0.34
3.61
-1.35
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.69319.81
0.00
8.34
-0.20
2.18
-0.81
4.40
-0.56
9Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.46419.07
-0.74
6.66
-1.89
0.30
-2.68
0.00
0.00
10Royal London Sterling Credit Z Inc
GB00B4W1ZT22
2.11020.46
0.65
9.27
0.73
4.11
1.13
5.83
0.87
11Halifax Corporate Bd B
GB0031809097
1.80321.54
1.73
9.13
0.59
3.07
0.08
4.42
-0.54
12Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.6236.20
-13.60
3.16
-5.39
1.59
-1.40
2.07
-2.89
13Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.59219.54
-0.27
9.42
0.88
2.95
-0.03
5.60
0.64
14Royal London Corporate Bond A Inc
GB00B3P2K895
1.44318.42
-1.39
8.17
-0.37
3.43
0.44
5.02
0.06
15Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.4386.70
-13.10
3.68
-4.86
1.98
-1.01
2.33
-2.63
16L&G Short Dated £ Corporate Bd Idx C Acc
GB00BKGR3F07
1.4267.24
-12.57
4.07
-4.47
2.33
-0.65
2.82
-2.14
17AI Sterling Corp Bond UK Corp GBP Inc
GB00BTF89Z90
1.33923.61
3.81
10.19
1.65
2.24
-0.75
0.00
0.00
18ASI Corp Bd I Inc
GB00BWK26H88
1.33525.58
5.77
9.48
0.93
2.89
-0.09
5.10
0.14
19Rathbone Ethical Bond R Acc
GB0030957137
1.32116.60
-3.21
7.51
-1.03
4.57
1.58
5.06
0.10
20L&G Fixed Interest I Acc
GB00B0CNHD88
1.31224.09
4.28
10.29
1.75
3.18
0.19
5.59
0.62

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
1Fidelity Duration 20 Feeder Acc GBP
GB00BVTVCQ05
5267.13
47.32
24.65
16.11
4.28
1.29
0.00
0.00
2Fidelity Duration 16 Feeder Acc GBP
GB00BVTVCP97
2646.70
26.89
19.40
10.86
4.02
1.04
0.00
0.00
3Schroder Instl Long Dated Corp Bd I
GB0009569327
34748.92
29.11
19.37
10.82
4.95
1.97
9.39
4.43
4BlackRock ASF Ascent UK Long Corp Bd Fl£
IE0031465705
60445.92
26.11
17.48
8.94
4.02
1.03
8.89
3.93
5Janus Henderson Instl Lg Datd Crdt I Inc
GB0007475675
26446.06
26.25
17.33
8.78
3.57
0.58
8.07
3.11
6AI Non-Gilt Bd Ovr 15 Yrs IdxInsrdPenAcc
GB00BYSL7Y58
34650.61
30.80
17.21
8.66
0.00
0.00
0.00
0.00
7BMO Long Dated Sterling Corp Bd 3 Acc
GB00B8460N21
4543.25
23.44
16.37
7.83
3.99
1.00
8.38
3.42
8Fidelity Instl Lng Dtd Stlg Corp Bd Inc
GB0031400335
64240.14
20.33
15.79
7.25
4.54
1.55
7.96
2.99
9BIBF Over 10 Year Corporate Bd B GBP Inc
GB0099289679
039.81
20.00
15.68
7.13
3.94
0.95
6.94
1.98
10Insight Inv UK Corp Lng Mat Bd S2
GB00B06FXK91
45737.01
17.20
15.64
7.09
4.05
1.06
7.74
2.78
11JPM Sterling Bond A (dist) GBP
LU0053692744
6939.59
19.78
15.61
7.06
3.14
0.15
7.50
2.54
12PIMCO GIS UK L/T Corp Bd Instl GBP Acc
IE00B0CNPY59
43438.92
19.11
15.04
6.49
4.38
1.39
8.27
3.31
13BNY Mellon Long Corp Bd Exempt 1 Acc
GB00B01X0Y17
2733.91
14.11
13.66
5.11
3.62
0.63
7.26
2.30
14Threadneedle Stlg MLD Corp Bd InsGrsInc£
GB00BD8GM715
32030.51
10.71
12.66
4.12
3.57
0.58
6.67
1.71
15Fidelity Duration 10 Feeder Acc GBP
GB00BVTVCN73
10723.27
3.47
11.16
2.61
3.17
0.18
0.00
0.00
16Schroder All Maturities Corp Bd I Acc
GB0009569541
102024.66
4.86
10.78
2.24
3.71
0.72
6.13
1.17
17UBS Corporate Bond UK Plus K Acc Gross
GB00B1QK7Q59
58723.12
3.31
10.48
1.93
3.51
0.52
5.52
0.55
18Schroder Sterling Corporate Bond A Inc
GB0031093247
33022.46
2.66
10.40
1.85
4.03
1.04
5.68
0.72
19SWC (CH) Index BF Corp. W ex €/$ FA CHF
CH0315621190
7825.66
5.85
10.40
1.85
3.44
0.45
0.00
0.00
20GS Sterling Credit I Inc GBP
LU0386576077
22.56
2.75
10.34
1.80
2.88
-0.10
5.05
0.09

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: © 2019 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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