IG Sterling Fund Performance

All figures are to month-end June 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
5.8205.69
-3.65
5.30
-0.29
3.74
-0.50
5.24
0.44
2iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
4.9639.09
-0.24
5.86
0.27
4.08
-0.15
5.12
0.31
3Invesco Corporate Bond UK Acc
GB0033028779
3.9749.32
-0.01
4.37
-1.23
3.62
-0.62
3.12
-1.68
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.55611.24
1.91
6.14
0.55
4.10
-0.13
4.72
-0.09
5Fidelity MoneyBuilder Income
GB0003863916
3.3289.41
0.07
5.25
-0.34
3.32
-0.91
4.33
-0.47
6Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
3.2218.41
-0.92
5.90
0.31
4.01
-0.23
5.14
0.34
7M&G Strategic Corporate Bond GBP A Acc
GB0033828137
2.73410.80
1.47
5.28
-0.32
3.77
-0.46
3.71
-1.09
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.6658.31
-1.02
4.95
-0.64
3.37
-0.86
4.26
-0.55
9Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.3486.32
-3.01
3.56
-2.04
1.36
-2.87
0.00
0.00
10Royal London Sterling Credit Z Inc
GB00B4W1ZT22
2.05910.98
1.65
6.30
0.70
5.38
1.15
5.71
0.90
11Halifax Corporate Bd B
GB0031809097
1.78210.48
1.15
6.12
0.53
4.08
-0.15
4.07
-0.73
12Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.5639.87
0.54
4.77
-0.82
4.27
0.04
5.24
0.44
13Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.4893.58
-5.75
2.30
-3.29
1.73
-2.51
2.02
-2.79
14Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.4305.37
-3.96
3.09
-2.50
2.21
-2.02
2.26
-2.54
15Royal London Corporate Bond A Inc
GB00B3P2K895
1.41010.35
1.02
5.52
-0.07
4.84
0.61
4.94
0.14
16L&G Short Dated £ Corporate Bd Idx C Acc
GB00BKGR3F07
1.3315.43
-3.90
3.29
-2.30
2.72
-1.51
2.74
-2.06
17Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.29910.77
1.44
5.98
0.39
4.47
0.24
4.88
0.08
18AI Sterling Corp Bond UK Corp GBP Inc
GB00BTF89Z90
1.2968.05
-1.29
6.26
0.66
3.69
-0.54
0.00
0.00
19L&G Fixed Interest I Acc
GB00B0CNHD88
1.29510.68
1.35
6.64
1.05
4.72
0.48
5.40
0.60
20BlackRock Corporate Bond 1-10 Year L Acc
GB00B59NP872
1.2358.47
-0.86
4.90
-0.69
3.90
-0.33
4.05
-0.76

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
4917.87
8.54
11.51
5.92
4.34
0.11
0.00
0.00
2AI Non-Gilt Bd Ovr 15 Yrs IdxInsrdPenAcc
GB00BYSL7Y58
33814.95
5.62
11.13
5.54
0.00
0.00
0.00
0.00
3Schroder Instl Long Dated Corp Bd I
GB0009569327
31716.64
7.31
11.09
5.50
6.97
2.74
8.86
4.05
4Fidelity Duration 16 Feeder Acc GBP
GB00BVTVCP97
2415.93
6.60
10.34
4.75
4.57
0.33
0.00
0.00
5BlackRock ASF Ascent UK Long Corp Bd Fl£
IE0031465705
59714.35
5.02
10.29
4.70
6.33
2.10
8.68
3.87
6Janus Henderson Instl Lg Datd Crdt I Inc
GB0007475675
24115.05
5.72
9.40
3.81
5.93
1.70
7.66
2.86
7Fidelity Instl UK Lng Corp Bd Inc
GB0031400335
62215.44
6.10
9.34
3.75
6.17
1.94
7.59
2.79
8BIBF Over 10 Year Corporate Bd B GBP Inc
GB0099289679
014.20
4.87
9.16
3.57
5.45
1.22
5.79
0.99
9PIMCO GIS UK L/T Corp Bd Instl GBP Acc
IE00B0CNPY59
40814.62
5.29
9.06
3.46
6.07
1.84
7.99
3.18
10JPM Sterling Bond A (dist) GBP
LU0053692744
6011.04
1.71
8.99
3.40
4.73
0.50
7.14
2.34
11BMO Long Dated Sterling Corp Bd 3 Acc
GB00B8460N21
4314.59
5.26
8.65
3.05
5.90
1.66
8.01
3.20
12Insight Inv UK Corp Lng Mat Bd S2
GB00B06FXK91
43113.80
4.47
8.55
2.96
6.09
1.86
7.46
2.66
13BNY Mellon Long Corp Bd Exempt 1 Acc
GB00B01X0Y17
3011.64
2.31
7.81
2.21
4.99
0.75
6.80
1.99
14Threadneedle Stlg MLD Corp Bd InsGrsInc£
GB00BD8GM715
30912.85
3.52
7.69
2.10
5.07
0.83
6.44
1.63
15Schroder Sterling Corporate Bond A Inc
GB0031093247
28011.42
2.09
7.58
1.99
5.75
1.52
5.49
0.68
16UBS Corporate Bond UK Plus K Acc Gross
GB00B1QK7Q59
54213.21
3.88
7.47
1.88
5.21
0.98
5.42
0.61
17Fidelity Duration 10 Feeder Acc GBP
GB00BVTVCN73
011.70
2.37
7.41
1.82
4.28
0.05
0.00
0.00
18Schroder All Maturities Corp Bd I Acc
GB0009569541
84411.84
2.51
6.97
1.38
5.06
0.82
5.84
1.03
19BlackRock UK Credit Scrnd Flex Acc GBP
IE00B3LK7193
7449.72
0.39
6.83
1.24
4.62
0.38
6.03
1.22
20GS Sterling Credit I Inc GBP
LU0386576077
10.32
0.99
6.80
1.21
4.22
-0.01
4.81
0.00

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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