IG Sterling Fund Performance

All figures are to month-end April 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
5.001-4.09
-0.61
0.49
-0.49
4.36
0.55
0.00
0.00
2IP Corporate Bond Acc
GB0033028779
4.599-3.62
-0.14
2.36
1.39
3.29
-0.52
3.82
-0.34
3iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
3.802-2.82
0.66
0.79
-0.19
4.10
0.29
4.43
0.27
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.765-3.55
-0.07
1.00
0.02
4.19
0.38
4.56
0.40
5Fidelity MoneyBuilder Income
GB0003863916
3.757-4.46
-0.98
0.55
-0.42
3.35
-0.46
3.86
-0.30
6M&G Strategic Corporate Bond GBP A Acc
GB0033828137
3.129-5.52
-2.04
2.11
1.13
3.55
-0.26
3.98
-0.18
7Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
2.555-1.56
1.91
1.18
0.21
4.30
0.49
4.49
0.33
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.193-2.64
0.84
0.42
-0.55
3.32
-0.50
3.77
-0.39
9Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.174-5.17
-1.69
-1.80
-2.78
1.76
-2.05
0.00
0.00
10Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.957-2.34
1.14
1.99
1.01
4.41
0.60
4.86
0.69
11Halifax Corporate Bd B
GB0031809097
1.898-4.04
-0.56
1.42
0.45
3.44
-0.38
3.74
-0.42
12Mercer UK Credit M-2£
IE00B62Q6540
1.892-1.49
1.99
0.10
-0.87
4.18
0.36
4.33
0.17
13Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.827-4.91
-1.43
1.13
0.16
4.19
0.38
4.71
0.55
14Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.646-2.74
0.74
2.67
1.70
5.18
1.37
5.75
1.59
15Kames Investment Grade Bond GBP B Acc
GB00B141C763
1.460-5.38
-1.91
2.44
1.46
4.46
0.65
5.21
1.05
16L&G Fixed Interest Trust I Acc
GB00B0CNHD88
1.364-4.00
-0.52
1.32
0.34
4.56
0.74
4.95
0.79
17Janus Henderson All Stocks Credit I Inc
GB0007451965
1.173-3.44
0.04
1.47
0.49
4.02
0.21
4.33
0.17
18HSBC Corporate Bond Retail Inc
GB0000170554
1.171-4.89
-1.41
0.51
-0.47
3.72
-0.10
4.25
0.09
19Royal London Corporate Bond A
GB00B3P2K895
1.170-2.45
1.03
2.25
1.28
4.59
0.77
5.14
0.98
20Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.156-0.37
3.11
0.83
-0.14
2.27
-1.54
2.40
-1.76

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
1Royal London Duration Hedged Credit Z
GB00B4K6P774
198-0.65
2.83
5.07
4.10
3.47
-0.35
3.60
-0.56
2Rathbone Ethical Bond Acc L GBP
LU1396461268
16-4.37
-0.89
4.41
3.44
0.00
0.00
0.00
0.00
3Rathbone Ethical Bond Inc L GBP
LU1396461698
155-2.86
0.62
4.39
3.42
0.00
0.00
0.00
0.00
4Rathbone Ethical Bond R Acc
GB0030957137
969-5.59
-2.11
3.80
2.83
5.13
1.31
5.85
1.69
5Schroder Sterling Corporate Bond A Inc
GB0031093247
167-2.21
1.27
3.59
2.62
5.45
1.64
5.11
0.95
6Liontrust Monthly Income Bond P Grs Inc
GB00B3W7G901
321-4.72
-1.24
3.02
2.04
5.53
1.72
4.93
0.77
7TwentyFour Corporate Bond I GBP Acc
IE00BSMTGG87
591-2.41
1.07
2.82
1.84
4.72
0.91
0.00
0.00
8Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1646-2.74
0.74
2.67
1.70
5.18
1.37
5.75
1.59
9Royal London Short Dur Crdt Z GBP Inc
GB00BD050B66
4250.00
3.48
2.60
1.62
4.07
0.26
0.00
0.00
10M&G Feeder of Strategic Corp Bd £ I Inc
IE00BYSW7X72
2-5.11
-1.63
2.56
1.59
0.00
0.00
0.00
0.00
11Kames Investment Grade Bond GBP B Acc
GB00B141C763
1460-5.38
-1.91
2.44
1.46
4.46
0.65
5.21
1.05
12IP Corporate Bond Acc
GB0033028779
4599-3.62
-0.14
2.36
1.39
3.29
-0.52
3.82
-0.34
13St James's Place Invmt Grd Corp Bd Acc
GB00B5BVQR53
0-4.60
-1.12
2.30
1.33
2.40
-1.42
2.35
-1.81
14MI TwentyFour AM Core Corp Bd A Inc Grs
GB00BDD0M018
105-2.84
0.64
2.28
1.30
0.00
0.00
0.00
0.00
15Royal London Corporate Bond A
GB00B3P2K895
1170-2.45
1.03
2.25
1.28
4.59
0.77
5.14
0.98
16Fidelity Duration 3 Feeder Acc GBP
GB00BVTVCL59
28-4.59
-1.11
2.23
1.25
0.00
0.00
0.00
0.00
17AXA Sterling Corporate Bond Z Inc Net
GB0033984674
52-1.82
1.65
2.21
1.24
5.13
1.32
4.66
0.50
18M&G Offshore Strategic Corp Bd GBP A Inc
GG00B5NB7F88
6-5.48
-2.00
2.12
1.14
3.58
-0.24
3.99
-0.17
19M&G Strategic Corporate Bond GBP A Acc
GB0033828137
3129-5.52
-2.04
2.11
1.13
3.55
-0.26
3.98
-0.18
20BlackRock ASF Ascent UK All Stks C/Bd F£
IE0031465812
-1.05
2.43
2.06
1.08
4.84
1.03
4.76
0.60

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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