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  • 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

USD 1-5 year Benchmark Duration US Fixed Income $




Asset Manager



IQ Risk Score 3 yr (%)*
1 Lord Abbett & Co. LLC 0.80 16.18
2 Neuberger Berman 0.76 7.4
3 Fidelity Worldwide Investment 0.70 7.7
4 Hartford Investment Management Company 0.67 10.66
5 Payden & Rygel 0.65 2.18
EUR 1-5 year Benchmark Duration European Fixed Income €




Asset Manager



IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Limited 0.71 9.9
2 Meriten Investment Management GmbH 0.62 9.53
3 Pioneer Investments 0.62 10.27
4 J.P. Morgan Asset Management 0.58 3.7
5 AXA Investment Managers 0.57 9.37
USD Loans $




Asset Manager IQ Risk Score 3 yr (%)*
1 Fidelity Worldwide Investment



0.83 9.01
2 PineBridge Investments 0.78 9.83
3 3i Debt Management 0.72 8.5
4 Invesco Perpetual 0.71 8.36
5 Voya Investment Management 0.64 7.67
USD High Yield Bonds $




Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.74 14.86
2 Lord Abbett & Co. LLC 0.72 13.24
3 Hotchkis & Wiley 0.70 12.87
4 Delaware Investments 0.68 13.17
5 Third Avenue Management LLC 0.66 14.1
Euro Absolute Return Fixed Income and Multi-Asset €




Asset Manager IQ Risk Score 3 yr (%)*
1 Intermediate Capital Group 0.82 12.98
2 Natixis Global Asset Management 0.80 28.82
3 Pictet Asset Management Ltd 0.71 17.91
4 BlueBay Asset Management LLP 0.70 7.97
5 Amundi 0.66 4.56
European Broad Bonds €




Asset Manager IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Limited 0.67 9.9
2 Amundi 0.67 9.9
3 Fidelity Worldwide Investment 0.65 9.11
4 AllianceBernstein 0.59 12.1
5 SYZ Asset Management 0.53 11.74
European High Yield Bonds €




Asset Manager IQ Risk Score 3 yr (%)*
1 Baillie Gifford & Co. 0.73 19.51
2 AllianceBernstein 0.70 16.7
3 Putnam Investments Limited 0.62 14.39
4 Aberdeen Asset Management 0.62 14.87
5 Pramerica Fixed Income 0.61 15.46
Emerging Market Government Debt $




Asset Manager IQ Risk Score 3 yr (%)*
1 Stone Harbor Investment Partners LP 0.74 7.65
2 Fidelity Worldwide Investment 0.71 9.62
3 Wellington Management International Limited 0.69 8.57
4 J.P. Morgan Asset Management 0.66 8.47
5 Rogge Global Partners plc 0.64 8.73
Emerging Market Corporate Debt $




Asset Manager IQ Risk Score 3 yr (%)*
1 Dragon Capital Group Limited 0.83 15.9
2 Logan Circle Partners L.P. 0.77 11.57
3 PineBridge Investments 0.59 11.11
4 Investec Asset Management 0.57 10.65
5 Amundi 0.56 9.01
Global Broad Bonds $




Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.89 33.03
2 F&C Management Ltd 0.75 12.07
3 Principal Global Investors 0.74 11.74
4 J.P. Morgan Asset Management 0.74 6.52
5 BlueBay Asset Management LLP 0.71 7.77
GBP Absolute Return Fixed Income and Multi-Asset £




Asset Manager IQ Risk Score 3 yr (%)*
1 Nordea Investment Management 0.76 11.53
2 TwentyFour Asset Management LLP 0.74 15.02
3 Insight Investment Management (Global) Limited 0.72 11.6
4 Newton Investment Management 0.62 8.1
5 Standard Life Investments Limited 0.60 8.28
GBP Money Market Funds £




Asset Manager IQ Risk Score 3 yr (%)*
1 BlackRock 0.54 0.77
2 Aberdeen Asset Management 0.49 0.57
3 Investec Asset Management 0.48 0.56
4 Legal & General Investment Management 0.48 0.62
5 F&C Management Ltd 0.46 0.42
Diversified Growth Funds £




Asset Manager IQ Risk Score 3 yr (%)*
1 Partners Group 0.75 11.18
2 Nordea Investment Management 0.73 7.58
3 UBS Global Asset Management 0.70 12.96
4 Charles Stanley Pan Asset Capital Management 0.62 9.31
5 J.P. Morgan Asset Management 0.62 9.31
Commodities $




Asset Manager IQ Risk Score 3 yr (%)*
1 State Street Global Advisors Limited 0.63 0.42
2 Pictet Asset Management Ltd 0.62 1.9
3 Investec Asset Management 0.54 -1.17
4 Pioneer Investments 0.49 -3.86
5 Threadneedle Investments 0.45 -3.7
UK Equity All Cap £




Asset Manager IQ Risk Score 3 yr (%)*
1 River and Mercantile Asset Management LLP 0.86 27.83
2 Invesco Perpetual 0.85 25.61
3 Majedie Asset Management 0.80 22.2
4 Investec Asset Management 0.80 24.9
5 Jupiter Asset Management Limited 0.77 23.17
European Equity €




Asset Manager IQ Risk Score 3 yr (%)*
1 J.P. Morgan Asset Management 0.81 24.74
2 Waverton Investment Management 0.78 30.24
3 Artemis Investment Management LLP 0.78 25.2
4 Fidelity Worldwide Investment 0.77 23.5
5 F&C Management Ltd 0.77 25.88
US Equity Large Cap $




Asset Manager IQ Risk Score 3 yr (%)*
1 Dodge & Cox 0.83 27.82
2 Brandywine Global Investment Management LLC 0.81 28.04
3 Hotchkis & Wiley 0.79 27.43
4 T Rowe Price Group Inc. 0.74 25.46
5 Wellington Management International Limited 0.70 25.62
Emerging Market Equity Core $




Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.81 14.83
2 State Street Global Advisors Limited 0.77 17.63
3 Wellington Management International Limited 0.75 14.23
4 Charlemagne Capital 0.73 11.99
5 Putnam Investments Limited 0.72 11.2
Global Equity Core £




Asset Manager IQ Risk Score 3 yr (%)*
1 AXA Investment Managers 0.89 22.39
2 Investec Asset Management 0.81 21.55
3 Copper Rock Capital Partners LLC 0.78 22.91
4 Artisan Partners Limited Partnership 0.76 21.47
5 Artemis Investment Management LLP 0.75 21.31
Emerging European Equities $




Asset Manager IQ Risk Score 3 yr (%)*
1 Aviva Investors 0.70 8.57
2 ING Investment Management 0.69 5.23
3 Allianz Global Investors 0.61 5.68
4 Aberdeen Asset Management 0.60 6.15
5 Charlemagne Capital 0.59 4.81

Source: CAMRADATA Live database to the end of Q3 2014 *Annualised absolute gross return over three year period

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Performing Asset Classes

CAMRADATA Median 3 yr (%)*
1 US Broad Bonds $ 10.4%
2 European Broad Bonds € 10.0%
3 US Broad Bonds 3 to 5 Years Duration $ 9.9%
4 Global Corporate Bonds 3 to 5 Years Duration £ 9.4%
5 Global Corporate Broad Market Bonds $ 9.4%
CAMRADATA Median 3 yr (%)*
1 Japan Equity Yen 24.6%
2 US Equity $ 22.8%
3 European Inc. UK Equity € 20.1%
4 Global Equity Large Cap $ 18.5%
5 Global Equity Core $ 18.4%

Source: CAMRADATA Live database to the end of Q3 2014 *Annualised absolute gross return over three year period

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Latest Publications

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