Clear and Independent Institutional Investment Analysis

Institutional Investment News

Articles

  • 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 environment, according to CAMRADATA’s latest product review. Real Assets:...

CAMRADATA Live Database


Sustainable Investment News

Leading Investment Funds

1 – 5 Benchmark Duration European Bonds (EUR)




Asset Manager
IQ Risk Score 3 yr (%)*
1 Pioneer Investments 0.67 7.14
2 AXA Investment Managers 0.61 1.91
3 Fidelity Worldwide Investment 0.61 6.98
4 Amundi 0.6 1.56
5 Standish Mellon Asset Management 0.57 6.73
1 – 5 Benchmark Duration US Broad Bonds (USD)




Asset Manager
IQ Risk Score 3 yr (%)*
1 Principal Global Investors 0.72 1.1
2 Payden & Rygel 0.66 3.74
3 Delaware Investments 0.56 2.87
4 Mackay Shields LLC 0.56 1.35
5 Neuberger Berman 0.52 3.27
Emerging Market Broad Bonds – Hard Currency (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 TIAA-CREF Asset Management
0.86 7.46
2 Bluebay Asset Management LLP 0.8 6.45
3 Pictet Asset Management 0.73 6.46
4 Alliance Bernstein 0.59 6.09
5 HSBC Global Asset Management (UK) Limited 0.59 6
Emerging Market Corporate Debt (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Investec Asset Management 0.85 8.03
2 HSBC Global Asset Management (UK) Limited 0.82 7.95
3 J.P. Morgan Asset Management 0.78 8.5
4 ING Investment Management 0.72 7.69
5 PineBridge Investments 0.64 7.37
Global Absolute Return bonds Cash Plus >5% (GBP)




Asset Manager IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Limited 0.86 10.37
2 M&G Investments 0.83 6.14
3 Kames Capital 0.72 2.63
4 AllianceBernstein 0.65 4.69
5 Putnam Investments Limited 0.65 4.07
Global Broad Bonds (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Amundi 0.91 12.99
2 AXA Investment Managers 0.89 7.34
3 Kames Capital 0.84 7.2
4 Principal Global Investors 0.82 5.45
5 T Rowe Price Group, Inc 0.72 5.65
US High Yield Bonds (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 AllianceBernstein 0.91 10.13
2 Lord, Abbett & Co. LLC 0.9 10.69
3 BlackRock 0.88 10.28
4 Loomis Sayles 0.83 11.29
5 J.P. Morgan Asset Management 0.82 9.34
US Loans (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Fidelity Worldwide Investment 0.89 7.23
2 3i Debt Management 0.84 6.9
3 Voya Investment Management 0.79 6.58
4 Lord, Abbett & Co. LLC 0.75 6.31
5 Franklin Templeton Investments 0.69 6.16
Asia Pacific ex Japan (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Hermes Investment Management 0.90 21.69
2 BlackRock 0.88 16.08
3 Invesco Ltd. 0.78 13.96
4 Standard Life Investments Limited 0.74 14.48
5 Orbis 0.66 14.83
Emerging Market Equity Core All Cap (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Wellington Management International Limited 0.81 11.58
2 Amundi 0.79 8.6
3 AQR Capital Management 0.78 7.88
4 Lazard Asset Management Limited 0.75 8.27
5 Hermes Investment Management 0.71 9.45
European Inc. UK Equity No Predominant Style All Cap (EUR)




Asset Manager IQ Risk Score 3 yr (%)*
1 Capital Group 0.87 22.06
2 Quoniam Asset Management GmbH 0.82 20.43
3 Odey Asset Management 0.73 23.58
4 Jupiter Asset Management Limited 0.67 19.21
5 SYZ Asset Management 0.59 18.54
Global Equity Core All Cap (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Investec Asset Management 0.93 19.72
2 AXA Investment Managers 0.86 18.36
3 AQR Capital Management 0.82 17.51
4 Fidelity Worldwide Investment 0.75 16.99
5 UBS Global Asset Management 0.7 17.67
Japanese Equity All Cap (YEN)




Asset Manager IQ Risk Score 3 yr (%)*
1 Pictet Asset Management Ltd 0.87 30.53
2 Tokio Marine Asset Management Co, Ltd 0.8 30.54
3 Sumitomo Mitsui trust Bank Limited 0.77 28.60
4 Nikko Asset Management Co Ltd 0.66 28.51
5 DIAM International Ltd 0.58 28.91
UK Equity No Predominant Style All Cap (GBP)




Asset Manager IQ Risk Score 3 yr (%)*
1 Majedie Asset Management 0.91 21.41
2 Threadneedle Investments 0.78 16.71
3 Old Mutual Global Investors (UK) Limited 0.77 18.94
4 Standard Life Investments Limited 0.74 29.47
5 Kames Capital 0.68 19.57
US Equity Large Cap Value (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 Brandywine Global Investment Management LLC 0.86 24.33
2 Hotchkis & Wiley 0.84 23.90
3 Neuberger Berman 0.83 23.20
4 T Rowe Price Group Inc 0.75 22.15
5 Natixis Global Asset Management 0.72 23.83
ALTERNATIVES: Commodities (USD)




Asset Manager IQ Risk Score 3 yr (%)*
1 ING Investment Management 0.72 -7.97
2 Investec Asset Management 0.63 -4.33
3 Fulcrum Asset Management LLP 0.62 -4.04
4 Vontobel Asset Management 0.42 -9.73
5 Threadneedle Investments 0.35 -9.60
MULTI-ASSET: Diversified Growth Funds Cash Plus <3% (GBP)




Asset Manager IQ Risk Score 3 yr (%)*
1 UBS Global Asset Management 0.76 12.34
2 Momentum Global Investment Management Limited 0.71 7.96
3 Baillie Gifford & Co 0.63 7.82
4 Blackrock 0.63 7.33
5 M&G Investments 0.60 5.62
MULTI-ASSET: Diversified Growth Funds Cash Plus >3<5% (GBP)




Asset Manager IQ Risk Score 3 yr (%)*
1 LGT Capital Partners 0.76 8.58
2 Fulcrum Asset Management 0.73 10.24
3 Jupiter Asset Management Limited 0.64 3.91
4 Alliance Bernstein 0.63 11.48
5 Threadneedle Investments 0.60 8.89

Source: CAMRADATA Live database to the end of Q4 2014 *Annualised absolute gross return over three year period

Read the Asset View Journal >>

Performing Asset Classes

CAMRADATA Median 3 yr (%)*
1 European Broad Bonds (EUR) 10%
2 Global Corporate Bonds 3 to 5 Years Duration (GBP) 9.7%
3 US Broad Bonds (USD) 7.9%
4 Global Corporate Broad Market Bonds (USD) 7.7%
5 US Broad Bonds 3 to 5 Year Duration (USD) 7.1%
CAMRADATA Median 3 yr (%)*
1 Japan Equity Yen 28.5%
2 US Equity (USD) 20.4%
3 European Inc. UK Equity (EUR) 17.7%
4 Global Equity Growth (USD) 15.8%
5 European Ex-UK Equity (GBP) 15.7%

Source: CAMRADATA Live database to the end of Q4 2014 *Annualised absolute gross return over three year period

Read Our Asset Returns Report >>

Latest Publications

Asset ViewGlobal Equity Growth Product ReviewLDI whitepaper
This site uses cookies to help deliver an engaging user experience.
If you click Continue, we assume you consent to our use of cookies on this device.