IG Sterling Fund Performance

All figures are to month-end April 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
5.67211.62
1.47
4.20
1.03
4.35
-0.08
0.00
0.00
2iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
4.7279.32
-0.83
3.52
0.35
4.44
0.01
4.87
0.24
3Invesco Corporate Bond UK Acc
GB0033028779
4.0999.36
-0.80
2.12
-1.05
3.33
-1.10
3.01
-1.61
4M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.60311.85
1.70
3.43
0.26
4.20
-0.23
4.54
-0.09
5Fidelity MoneyBuilder Income
GB0003863916
3.2649.90
-0.26
2.74
-0.43
3.54
-0.88
4.14
-0.49
6Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
2.9869.29
-0.86
3.51
0.35
4.53
0.10
4.85
0.23
7M&G Strategic Corporate Bond GBP A Acc
GB0033828137
2.75313.35
3.20
2.45
-0.72
3.66
-0.77
3.65
-0.97
8Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.5168.66
-1.50
2.79
-0.38
3.54
-0.89
4.03
-0.60
9Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.2997.71
-2.44
0.72
-2.45
1.88
-2.55
0.00
0.00
10Royal London Sterling Credit Z Inc
GB00B4W1ZT22
1.95612.21
2.05
4.03
0.86
5.56
1.13
5.56
0.94
11Halifax Corporate Bd B
GB0031809097
1.76911.09
0.94
3.64
0.48
4.33
-0.10
3.82
-0.80
12Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.59010.36
0.20
2.33
-0.84
4.61
0.18
5.22
0.60
13Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.4394.63
-5.53
1.79
-1.37
1.79
-2.64
1.91
-2.71
14Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.4046.70
-3.45
2.15
-1.02
2.19
-2.24
2.16
-2.47
15Aberdeen Corporate Bond I GBP Inc
GB00BWK26H88
1.35811.32
1.16
3.07
-0.10
4.58
0.15
4.67
0.05
16Royal London Corporate Bond A Inc
GB00B3P2K895
1.31612.19
2.04
3.23
0.06
5.03
0.60
4.81
0.19
17L&G Short Dated £ Corporate Bd Idx C Acc
GB00BKGR3F07
1.2876.02
-4.14
2.28
-0.89
2.57
-1.86
0.00
0.00
18L&G Fixed Interest I Acc
GB00B0CNHD88
1.28211.56
1.40
3.90
0.73
4.95
0.52
5.16
0.53
19BlackRock Corporate Bond 1-10 Year L Acc
GB00B59NP872
1.2218.92
-1.23
2.92
-0.24
3.79
-0.64
3.86
-0.77
20Rathbone Ethical Bond R Acc
GB0030957137
1.07212.57
2.42
3.07
-0.10
5.50
1.07
4.95
0.32

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
30315.16
5.01
6.12
2.96
7.80
3.37
7.95
3.33
2Fidelity Duration 20 Feeder Acc GBP
GB00BVTVCQ05
4813.07
2.91
5.74
2.57
5.79
1.36
0.00
0.00
3Fidelity Duration 16 Feeder Acc GBP
GB00BVTVCP97
2311.92
1.76
5.61
2.44
5.57
1.14
0.00
0.00
4BlackRock ASF Ascent UK Long Corp Bd Fl£
IE0031465705
51615.47
5.32
5.54
2.37
7.63
3.20
8.20
3.58
5Fidelity Instl UK Lng Corp Bd Inc
GB0031400335
62714.85
4.69
5.22
2.05
6.71
2.28
7.17
2.55
6JPM Sterling Bond A (dist) GBP
LU0053692744
5512.88
2.73
5.19
2.03
5.65
1.22
6.71
2.08
7Janus Henderson Instl Lg Datd Crdt I Inc
GB0007475675
22815.81
5.66
5.17
2.01
6.76
2.33
7.21
2.59
8Fidelity UK Investment Gr Lg Crdt Acc
GB00BRHYJM82
6613.95
3.80
4.75
1.58
6.29
1.86
0.00
0.00
9Schroder Sterling Corporate Bond A Inc
GB0031093247
25916.34
6.19
4.71
1.54
6.20
1.77
5.28
0.66
10BMO Long Dated Sterling Corp Bd 3 Acc
GB00B8460N21
4114.30
4.14
4.68
1.51
6.73
2.30
7.61
2.98
11Newton Long Corp Bd Exempt 1 Acc
GB00B01X0Y17
3210.80
0.64
4.67
1.51
5.70
1.27
6.48
1.86
12PIMCO GIS UK L/T Corp Bd Instl GBP Acc
IE00B0CNPY59
39814.62
4.47
4.64
1.47
6.99
2.56
7.54
2.92
13BIBF Over 10 Year Corporate Bd B GBP Inc
GB0099289679
012.49
2.34
4.56
1.39
5.84
1.41
5.11
0.48
14UBS Corporate Bond UK Plus K Acc Gross
GB00B1QK7Q59
52812.77
2.62
4.30
1.13
5.53
1.10
5.07
0.45
15Threadneedle Stlg MLD Corp Bd InsGrsInc£
GB00BD8GM715
30712.50
2.34
4.29
1.12
5.64
1.21
6.04
1.42
16Baillie Gifford Investment Grd Bd B Inc
GB0030816481
17512.48
2.33
4.26
1.09
4.98
0.55
4.87
0.25
17Scottish Widows Corporate Bd Trkr W Acc
GB00BD7W3V17
567211.62
1.47
4.20
1.03
4.35
-0.08
0.00
0.00
18Insight Inv UK Corp Lng Mat Bd S2
GB00B06FXK91
45214.74
4.58
4.19
1.03
6.43
2.00
6.83
2.21
19BlackRock Corporate Bond D Acc
GB00B4QC3311
95411.41
1.26
4.15
0.98
5.29
0.86
5.28
0.65
20AI Sterling Corp Bond UK Corp GBP Inc
GB00BTF89Z90
10.33
0.17
4.13
0.96
4.17
-0.26
0.00
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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