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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 3.9% (31 July 2013 - 31 July 2014)
Total Return Standard Deviation Max Drawdown
1 of 36

Fidelity Inst Sterling Core Plus Bond Acc

9.4%

1.7

-3.0%

2 of 36

SPI Strategic Investment Grade Bond P GBP Acc

8.6%

1.2

-1.8%

3 of 36

Aberdeen World Strategic Bond A Acc GBP

7.9%

0.8

-0.9%

4 of 36

F&C Institutional Retirement Annuity 3 Acc

7.0%

1.6

-3.8%

5 of 36

SEI SGMF UK Credit Fixed Interest GBP Inst

6.6%

1.0

-1.5%

6 of 36

HSBC ISF MultiAlpha Sterling Bond XD

6.5%

1.0

-1.4%

7 of 36

Schroder Sterling Broad Market Bond X Acc

6.4%

1.2

-1.7%

8 of 36

AXA Sterling Long Gilt Z Acc Net

5.9%

1.7

-3.8%

9 of 36

JPM Sterling Bond A Dis GBP

Currency exposure is hedged

Currency exposure is hedged

5.8%

1.6

-3.3%

10 of 36

Old Mutual Fidelity Strategic Bond A Inc

5.0%

1.0

-1.6%

11 of 36

Fidelity Reduced Duration UK Corp Gross Acc

4.8%

0.6

-0.2%

12 of 36

Jyske Invest British Bonds

4.6%

1.5

-3.4%

13 of 36

F&C Inst Aggrgte Fixed Int 3 Acc

4.5%

1.0

-1.9%

14 of 36

CIS Sustainable Managed Income Trust B Inc

Currency exposure is hedged

Currency exposure is hedged

4.5%

1.1

-1.7%

15 of 36

F&C Institutional Active Index Linked 3 Acc

4.2%

1.3

-3.3%

16 of 36

Fidelity Funds - Sterling Bond A-GBP

4.1%

1.1

-1.9%

17 of 36

MGI UK Bond I-1 GBP

4.0%

1.1

-2.1%

18 of 36

Waverton Sterling Bond A GBP

4.0%

0.5

-0.7%

19 of 36

Russell IC Str Bond A Acc

3.8%

1.0

-1.7%

20 of 36

Fidelity MoneyBuilder Inc Reduced Dur Y Acc Net

3.6%

0.3

-0.2%

21 of 36

Barclays Investment Sterling Bond A

3.5%

1.2

-2.5%

22 of 36

CF IM Bond A Net Inc

3.3%

0.7

-1.2%

23 of 36

Wellington Sterling Core Bond Portfolio S GBP

3.3%

1.0

-1.5%

24 of 36

Close Select Fixed Income Fund A Inc

3.2%

1.1

-1.9%

25 of 36

SEI SGMF UK Core Fixed Interest GBP Wlth Dist B

3.1%

1.0

-1.8%

26 of 36

Epworth Affirmative Fixed Interest

2.5%

1.3

-2.2%

27 of 36

Swisscanto (LU) Bond Invest GBP A

2.5%

0.9

-2.1%

28 of 36

Moorea Fund SGPB Hambros Sterling Bond Strat HD

2.3%

0.7

-1.3%

29 of 36

Vanguard UK Short Term Investment Grade Bond ACC

2.2%

0.4

-0.3%

30 of 36

EFA New Horizon Enhanced Income B Inc

1.8%

0.9

-1.6%

31 of 36

UBAM Yield Curve Sterling Bond AC GBP

1.7%

1.0

-2.3%

32 of 36

Thesis Resolution Global Fixed Income D Acc

1.6%

0.6

-1.1%

33 of 36

CMI (Lux) UK Bond

1.5%

0.9

-2.1%

34 of 36

Standard Life Wealth Sterling Fxd Intr Ret Inc

0.3%

0.9

-2.1%

35 of 36

Butterfield Sterling Income GBP Inc

0.1%

0.4

-1.0%

36 of 36

CF Bentley Sterling Income Inc

-0.8%

0.2

-0.9%

Funds with less than 12 months history are below. View 1 month performance

FP Omnis UK Bond Fund

GAM Star Credit Opportunities (GBP) S GBP

Legal & General Sh Dated GBP Corp Bond Index C Acc

Legal & General UK Core Plus Bond Z Acc GBP

Threadneedle UK Social Bond I Net Acc

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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