IG Sterling Fund Performance

All figures are to month-end November 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
4.801-5.61
-0.99
3.95
-1.29
5.41
0.71
0.00
0.00
2IP Corporate Bond Acc
GB0033028779
4.7310.04
4.66
5.82
0.59
3.97
-0.73
4.84
-0.28
3Fidelity MoneyBuilder Income
GB0003863916
4.191-5.49
-0.88
4.49
-0.74
4.34
-0.36
4.85
-0.28
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
4.033-0.03
4.59
6.36
1.13
5.19
0.49
5.46
0.34
5iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
3.687-6.28
-1.66
4.51
-0.72
4.94
0.24
5.35
0.23
6M&G Strategic Corporate Bond GBP A Acc
GB0033828137
3.3380.00
4.62
6.03
0.79
4.30
-0.40
4.72
-0.41
7Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
2.677-3.41
1.20
5.38
0.15
5.14
0.44
5.40
0.27
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.208-6.22
-1.60
4.35
-0.88
4.20
-0.50
4.86
-0.26
9Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
2.008-4.55
0.07
5.94
0.71
5.24
0.54
5.75
0.63
10Halifax Corporate Bd B
GB0031809097
1.993-3.51
1.11
5.85
0.62
4.89
0.19
5.30
0.18
11Mercer UK Credit M-2£
IE00B62Q6540
1.957-6.96
-2.35
4.35
-0.89
5.03
0.33
5.20
0.08
12Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.741-5.50
-0.88
5.81
0.57
5.29
0.59
5.91
0.79
13Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.477-2.84
1.78
7.73
2.50
6.08
1.38
6.81
1.69
14Kames Investment Grade Bond B Acc
GB00B141C763
1.460-1.98
2.64
6.81
1.57
5.69
0.99
6.28
1.16
15L&G Fixed Interest I Acc
GB00B0CNHD88
1.399-5.56
-0.94
5.83
0.60
5.51
0.81
5.97
0.85
16Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.353-1.00
3.62
1.73
-3.51
2.16
-2.54
0.00
0.00
17Henderson All Stocks Credit I Inc
GB0007451965
1.275-5.51
-0.89
5.13
-0.10
4.90
0.20
5.20
0.07
18HSBC Corporate Bond Retail Inc
GB0000170554
1.211-5.82
-1.20
5.03
-0.21
4.88
0.18
5.26
0.13
19Royal London Corporate Bond A
GB00B3P2K895
1.163-3.09
1.53
7.10
1.87
5.33
0.63
6.17
1.04
20Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.006-0.97
3.65
2.24
-2.99
2.57
-2.13
2.90
-2.22

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
1Rathbone Ethical Bond R Acc
GB0030957137
8561.69
6.31
10.26
5.03
6.24
1.54
7.22
2.10
2Rathbone Ethical Bond Acc L GBP
LU1396461268
142.01
6.63
10.09
4.86
0.00
0.00
0.00
0.00
3Rathbone Ethical Bond Inc L GBP
LU1396461698
1590.17
4.78
9.57
4.34
0.00
0.00
0.00
0.00
4Liontrust Monthly Income Bond Z Grs Inc
GB00B3S5Z570
2680.74
5.36
9.54
4.31
6.61
1.91
6.25
1.13
5PIMCO GIS UK Long Term Corp Bd Ins £ Acc
IE00B0CNPY59
411-5.54
-0.92
8.44
3.21
7.35
2.65
7.55
2.43
6PUTM Bothwell Crdt Fincls Stlg H B Acc £
GB00B5BK1006
852-1.58
3.03
8.44
3.21
5.78
1.08
6.56
1.44
7Liontrust Sust Fut Corp Bd 2 Grs Inc
GB0030029069
454-2.97
1.65
8.31
3.08
6.36
1.66
6.33
1.21
8Insight Inv UK Corp Lng Mat Bd S2
GB00B06FXK91
586-6.48
-1.87
8.09
2.86
7.24
2.54
7.68
2.56
9Schroder Sterling Corporate Bond A Inc
GB0031093247
160-2.69
1.93
8.05
2.82
5.89
1.19
5.90
0.77
10Fidelity Instl UK Lng Corp Bd Inc
GB0031400335
514-8.14
-3.52
7.92
2.69
7.41
2.71
7.83
2.70
11TwentyFour Corporate Bond I GBP Acc
IE00BSMTGG87
450-0.56
4.06
7.83
2.60
0.00
0.00
0.00
0.00
12Schroder Instl Long Dated Corp Bd I
GB0009569327
363-10.60
-5.98
7.74
2.50
7.87
3.17
7.86
2.74
13Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1477-2.84
1.78
7.73
2.50
6.08
1.38
6.81
1.69
14Royal London Duration Hedged Credit Z
GB00B4K6P774
1834.79
9.41
7.40
2.17
3.55
-1.15
4.04
-1.08
15Royal London Corporate Bond Monthly Inc
GB0033583427
342-4.17
0.45
7.30
2.07
5.31
0.61
5.07
-0.05
16MI TwentyFour AM Core Corp Bd A Inc Grs
GB00BDD0M018
102-1.97
2.64
7.15
1.92
0.00
0.00
0.00
0.00
17Royal London Corporate Bond A
GB00B3P2K895
1163-3.09
1.53
7.10
1.87
5.33
0.63
6.17
1.04
18AXA Sterling Corporate Bond Z Inc Net
GB0033984674
47-4.27
0.35
7.07
1.84
5.69
0.99
5.62
0.49
19Insight Corporate Bond GBP Inc
GB0006779101
32-4.08
0.54
7.00
1.77
5.50
0.80
5.43
0.31
20F&C Institutional Lng Dated Corp Bd3£Acc
GB00B8460N21
-8.89
-4.27
6.88
1.65
7.94
3.24
8.43
3.30

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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