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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
1 Scottish Widows Corporate Bd Trkr W Acc
GB00BD7W3V17
5.764 19.03
-0.78
8.62
0.07
2.48
-0.51
5.39
0.43
2 iShares Corporate Bond Index (UK) L Acc
GB00B5MMQ552
5.112 21.15
1.34
9.40
0.86
2.82
-0.17
5.27
0.31
3 Invesco Corporate Bond UK Acc
GB0033028779
3.949 14.09
-5.71
5.78
-2.76
2.52
-0.47
3.34
-1.63
4 M&G Corporate Bond GBP I Inc
GB00B1YBRM66
3.569 21.14
1.33
8.75
0.20
3.12
0.13
4.83
-0.13
5 Fidelity MoneyBuilder Income
GB0003863916
3.400 20.56
0.75
8.55
0.01
2.19
-0.79
4.49
-0.47
6 Vanguard UK Inv Grd Bd Idx GBP Acc
IE00B1S74Q32
3.179 20.36
0.55
8.34
-0.21
2.54
-0.44
5.04
0.08
7 M&G Strategic Corporate Bond GBP A Acc
GB0033828137
2.707 18.41
-1.39
6.77
-1.78
2.65
-0.34
3.61
-1.35
8 Aviva Investors Corporate Bd 1 GBP Inc
GB0004459359
2.693 19.81
0.00
8.34
-0.20
2.18
-0.81
4.40
-0.56
9 Insight Buy and Maintain Bond B GBP Inc
IE00B8FY2845
2.464 19.07
-0.74
6.66
-1.89
0.30
-2.68
0.00
0.00
10 Royal London Sterling Credit Z Inc
GB00B4W1ZT22
2.110 20.46
0.65
9.27
0.73
4.11
1.13
5.83
0.87
11 Halifax Corporate Bd B
GB0031809097
1.803 21.54
1.73
9.13
0.59
3.07
0.08
4.42
-0.54
12 Vanguard UK Short-Term IG Bd Idx GBP Acc
IE00B9M1BB17
1.623 6.20
-13.60
3.16
-5.39
1.59
-1.40
2.07
-2.89
13 Insight Inv UK Corp All Mat Bd S2
GB00B06FWY62
1.592 19.54
-0.27
9.42
0.88
2.95
-0.03
5.60
0.64
14 Royal London Corporate Bond A Inc
GB00B3P2K895
1.443 18.42
-1.39
8.17
-0.37
3.43
0.44
5.02
0.06
15 Threadneedle Stlg SD Corp Bd InsGrs Inc£
GB00BD8GMC64
1.438 6.70
-13.10
3.68
-4.86
1.98
-1.01
2.33
-2.63
16 L&G Short Dated £ Corporate Bd Idx C Acc
GB00BKGR3F07
1.426 7.24
-12.57
4.07
-4.47
2.33
-0.65
2.82
-2.14
17 AI Sterling Corp Bond UK Corp GBP Inc
GB00BTF89Z90
1.339 23.61
3.81
10.19
1.65
2.24
-0.75
0.00
0.00
18 ASI Corp Bd I Inc
GB00BWK26H88
1.335 25.58
5.77
9.48
0.93
2.89
-0.09
5.10
0.14
19 Rathbone Ethical Bond R Acc
GB0030957137
1.321 16.60
-3.21
7.51
-1.03
4.57
1.58
5.06
0.10
20 L&G Fixed Interest I Acc
GB00B0CNHD88
1.312 24.09
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.

Rank Fund /
ISIN
Size
(£mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1 Fidelity Duration 20 Feeder Acc GBP
GB00BVTVCQ05
52 67.13
47.32
24.65
16.11
4.28
1.29
0.00
0.00
2 Fidelity Duration 16 Feeder Acc GBP
GB00BVTVCP97
26 46.70
26.89
19.40
10.86
4.02
1.04
0.00
0.00
3 Schroder Instl Long Dated Corp Bd I
GB0009569327
347 48.92
29.11
19.37
10.82
4.95
1.97
9.39
4.43
4 BlackRock ASF Ascent UK Long Corp Bd Fl£
IE0031465705
604 45.92
26.11
17.48
8.94
4.02
1.03
8.89
3.93
5 Janus Henderson Instl Lg Datd Crdt I Inc
GB0007475675
264 46.06
26.25
17.33
8.78
3.57
0.58
8.07
3.11
6 AI Non-Gilt Bd Ovr 15 Yrs IdxInsrdPenAcc
GB00BYSL7Y58
346 50.61
30.80
17.21
8.66
0.00
0.00
0.00
0.00
7 BMO Long Dated Sterling Corp Bd 3 Acc
GB00B8460N21
45 43.25
23.44
16.37
7.83
3.99
1.00
8.38
3.42
8 Fidelity Instl Lng Dtd Stlg Corp Bd Inc
GB0031400335
642 40.14
20.33
15.79
7.25
4.54
1.55
7.96
2.99
9 BIBF Over 10 Year Corporate Bd B GBP Inc
GB0099289679
0 39.81
20.00
15.68
7.13
3.94
0.95
6.94
1.98
10 Insight Inv UK Corp Lng Mat Bd S2
GB00B06FXK91
457 37.01
17.20
15.64
7.09
4.05
1.06
7.74
2.78
11 JPM Sterling Bond A (dist) GBP
LU0053692744
69 39.59
19.78
15.61
7.06
3.14
0.15
7.50
2.54
12 PIMCO GIS UK L/T Corp Bd Instl GBP Acc
IE00B0CNPY59
434 38.92
19.11
15.04
6.49
4.38
1.39
8.27
3.31
13 BNY Mellon Long Corp Bd Exempt 1 Acc
GB00B01X0Y17
27 33.91
14.11
13.66
5.11
3.62
0.63
7.26
2.30
14 Threadneedle Stlg MLD Corp Bd InsGrsInc£
GB00BD8GM715
320 30.51
10.71
12.66
4.12
3.57
0.58
6.67
1.71
15 Fidelity Duration 10 Feeder Acc GBP
GB00BVTVCN73
107 23.27
3.47
11.16
2.61
3.17
0.18
0.00
0.00
16 Schroder All Maturities Corp Bd I Acc
GB0009569541
1020 24.66
4.86
10.78
2.24
3.71
0.72
6.13
1.17
17 UBS Corporate Bond UK Plus K Acc Gross
GB00B1QK7Q59
587 23.12
3.31
10.48
1.93
3.51
0.52
5.52
0.55
18 Schroder Sterling Corporate Bond A Inc
GB0031093247
330 22.46
2.66
10.40
1.85
4.03
1.04
5.68
0.72
19 SWC (CH) Index BF Corp. W ex €/$ FA CHF
CH0315621190
78 25.66
5.85
10.40
1.85
3.44
0.45
0.00
0.00
20 GS 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.