Clear and Independent Institutional Investment Analysis

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    A year ago I posed the question whether smart beta is forever. These quantitative strategies’ assets under managem...
  • Rationing the Rise in Interest Rates

    An eye-catching statistic among the drizzle of (generally relevant) numbers in yesterday’s FT. In an excellent piece by...
  • Investors Increasingly Pore Over Property

    Investors are digging deeper into Property and Infrastructure asset classes in the search for return in a low-yield bond...
  • Re-appraising Real Assets

    If you are a defined benefit pension fund trustee and content to pay to put money in George Osborne’s Treasury cof...

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CAMRADATA Live Database


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Small Cap EquitiesAsset ViewDGF Report

Leading Investment Funds

GBP Money Market Funds

Asset Manager
IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Ltd 0.67 1.82
2 BlackRock 0.50 0.89
3 F&C Management Ltd 0.49 0.44
4 Legal & General Investment Management 0.48 0.69
5 Deutsche Asset & Wealth Management 0.46 0.67
European Broad Bonds €

Asset Manager
IQ Risk Score 3 yr (%)*
1 Fidelity Worldwide Investment 0.70 5.31
2 AllianceBernstein 0.68 5.31
3 Insight Investment Management (Global) Ltd 0.66 6.73
4 AXA Investment Managers 0.62 5.39
5 Wellington Management International Ltd 0.60 5.15
USD 1-5 year Benchmark Duration US Fixed Income

Asset Manager IQ Risk Score 3 yr (%)*
1 Lord, Abbett & Co. LLC
0.87 2.31
2 Neuberger Berman 0.71 4.62
3 Pioneer Investments 0.71 4.11
4 Payden & Rygel 0.67 0.2
5 Delaware Investments 0.61 2.63
EUR 1-5 year Benchmark Duration European Fixed Income

Asset Manager IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Ltd 0.71 6.73
2 AXA Investment Managers 0.64 6.45
3 Amundi 0.63 2.79
4 J.P. Morgan Asset Management 0.60 2.48
5 Pioneer Investments 0.57 6.82
USD Loans

Asset Manager IQ Risk Score 3 yr (%)*
1 Lord, Abbett & Co. LLC 0.80 4.5
2 Franklin Templeton Investments 0.79 4.39
3 Invesco Perpetual 0.76 5.29
4 Western Asset Management 0.75 4.5
5 Principal Global Investors 0.64 4.22
USD High Yield Bonds

Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.75 9.46
2 Delaware Investments 0.67 8.17
3 Aberdeen Asset Management 0.66 8.53
4 Lord, Abbett & Co. LLC 0.65 8.5
5 Federated Investors Inc 0.65 8.14
European High Yield Bonds €

Asset Manager IQ Risk Score 3 yr (%)*
1 Pramerica Fixed Income 0.75 11.87
2 ING Investment Management 0.74 12.75
3 AllianceBernstein 0.63 11.12
4 M&G Investment Management 0.62 10.76
5 Pictet Asset Management Ltd 0.57 8.69
Emerging Market Government Debt $

Asset Manager IQ Risk Score 3 yr (%)*
1 J.P. Morgan Asset Management 0.71 4.49
2 Wellington Management International Ltd 0.70 4.73
3 Lombard Odier Investment Managers 0.63 2.23
4 Deutsche Asset & Wealth Management 0.63 2.27
5 T Rowe Price Group Inc 0.58 -0.23
Emerging Market Corporate Debt $

Asset Manager IQ Risk Score 3 yr (%)*
1 Dragon Capital Group Ltd 0.67 8.33
2 J.P. Morgan Asset Management 0.51 4.58
3 Federated Investors Inc 0.50 4.33
4 Threadneedle Investments 0.46 4.66
5 Aberdeen Asset Management 0.42 4.52
Global Broad Bonds $

Asset Manager IQ Risk Score 3 yr (%)*
1 Rogge Global Partners plc 0.76 6.43
2 GAM 0.71 9.28
3 Natixis Global Asset Management 0.71 16.22
4 Legal & General Investment Management 0.68 8.22
5 BlueBay Asset Management LLP 0.68 7.06
UK Equity All Cap

Asset Manager IQ Risk Score 3 yr (%)*
1 Invesco Perpetual 0.82 24.84
2 Threadneedle Investments 0.81 17.54
3 Lindsell Train Ltd 0.81 19.44
4 Majedie Asset Management 0.80 17.79
5 Investec Asset Management 0.72 16.40
European Equity €

Asset Manager IQ Risk Score 3 yr (%)*
1 Wellington Management International Ltd 0.81 14.58
2 Comgest 0.78 16.98
3 Waverton Investment Management 0.78 23.27
4 J.P. Morgan Asset Management 0.78 13.62
5 Threadneedle Investments 0.77 13.76
US Equity Large Cap

Asset Manager IQ Risk Score 3 yr (%)*
1 Vontobel Asset Management  Inc 0.80 17.39
2 T Rowe Price Group  Inc 0.71 16.08
3 Delaware Investments 0.71 17.27
4 Wellington Management Int Ltd 0.68 16.33
5 Dodge & Cox 0.66 16.23
Emerging Market Equity Core $

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.84 2.77
2 Fidelity Worldwide Investment 0.81 3.43
3 Wellington Management Int Ltd 0.79 1.36
4 State Street Global Advisors Ltd 0.71 2.59
5 SKAGEN Funds 0.71 1.92
Global Equity Core £

Asset Manager IQ Risk Score 3 yr (%)*
1 Artisan Partners Ltd Partnership 0.86 15.33
2 M&G Investment Management 0.74 12.77
3 MFS Investment Management 0.74 14.43
4 Principal Global Investors 0.72 11.92
5 Putnam Investments Ltd 0.72 13.76
GBP Absolute Return Fixed Income & Multi Asset

Asset Manager IQ Risk Score 3 yr (%)*
1 Scottish Widows Investment Partnership Ltd 0.63 5.34
2 TwentyFour Asset Management LLP 0.61 10.69
3 Henderson Global Investors Ltd 0.60 4.89
4 Insight Investment Management (Global) Ltd 0.60 9.17
5 Standard Life Investments Ltd 0.56 6.6
Euro Absolute Return Fixed Income & Multi Asset

Asset Manager IQ Risk Score 3 yr (%)*
1 BlueBay Asset Management LLP 0.71 7.06
2 Henderson Global Investors Ltd 0.69 3.39
3 Amundi 0.69 9.31
4 SYZ Asset Management SA 0.68 4.84
5 Intermediate Capital Group 0.64 10.62
Multi-Asset Cash Plus >3% <7% £

Asset Manager IQ Risk Score 3 yr (%)*
1 Amundi 0.66 9.07
2 Invesco Perpetual 0.64 9.51
3 Aberdeen Asset Management 0.63 2.17
4 Fulcrum Asset Management LLP 0.62 6.88
5 Standard Life Investments Ltd 0.61 6.6
Commodities

Asset Manager IQ Risk Score 3 yr (%)*
1 Deutsche Asset & Wealth Management 0.68 -2.81
2 State Street Global Advisors Ltd 0.63 -3.06
3 Neuberger Berman 0.57 -5.5
4 Investec Asset Management 0.54 -5.58
5 Fulcrum Asset Management LLP 0.52 0.89
Frontier Markets

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.71 8.93
2 HSBC Global Asset Management (UK) Ltd 0.69 8.70
3 Dragon Capital Group Ltd 0.58 6.17
4 Franklin Templeton Investments 0.50 4.08
5 BlackRock 0.47 7.22

Source: CAMRADATA Live database to the end of Q4 2013 *Annualised absolute gross return over three year period

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Performing Asset Classes

CAMRADATA Median 3 yr (%)*
1 US Broad Bonds $ 8.7%
2 Global Corporate Broad Market Bonds $ 8.3%
3 UK Broad Bonds £ 7.1%
4 European Broad Bonds € 7.1%
5 Emerging Markets Gov / Corp Bond $ 6.2%
CAMRADATA Median 3 yr (%)*
1 Japan Equity Yen 17.3%
2 US Equity $ 16.2%
3 UK Equity £ 13.9%
4 Global Equity Growth $ 11.8%
5 European Ex-UK Equity £ 9.8%

Source: CAMRADATA Live database to the end of Q4 2013 *Annualised absolute gross return over three year period

Read Our Asset Returns Report >>
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