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CAMRADATA Live Database

Leading Investment Funds

European Equity €

Asset Manager
 IQ Risk Score 3 yr (%)*
1 MFS Investment Management 0.82 22.8
2 Comgest 0.81 16.08
3 Threadneedle Investments 0.77 17.72
4 Representative Manager 0.75 17.42
5 Allianz Global Investors 0.75 16.29
European Fixed Income €

Asset Manager
 IQ Risk Score 3 yr (%)*
1 Representative Manager 0.70 3.93
2 Representative Manager 0.68 4.49
3 Fidelity Worldwide Investment 0.67 4.26
4 Standish Mellon Asset Management 0.65 4.43
5 AXA Investment Managers 0.64 4.09
Global Equity Core £

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager
 0.83 16.62
2 Artisan Partners Limited Partnership 0.76 17.71
3 Aberdeen Asset Management 0.75 20.46
4 Natixis Global Asset Management 0.74 13.79
5 MFS Investment Management 0.73 13.45
Global Fixed Income £

Asset Manager IQ Risk Score 3 yr (%)*
1 T Rowe Price Group Inc. 0.66 13.77
2 Amundi 0.64 8.93
3 Pramerica Fixed Income 0.62 9.75
4 Newton Investment Management 0.62 5.36
5 Baillie Gifford & Co. 0.61 10.76
Emerging Markets Equity $

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.84 18.08
2 Thornburg Investment Management  Inc 0.73 14.26
3 Wellington Management International Limited 0.70 11.25
4 Wells Capital Management 0.69 12.15
5 BlackRock 0.66 8.66
Emerging Market Local Currency Debt

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager 0.74 10.75
2 Representative Manager 0.67 9.72
3 Rogge Global Partners plc 0.66 11.2
4 Dragon Capital Group Limited 0.63 11.7
5 GAM 0.62 8.54
Fund of Hedge Funds $

Asset Manager IQ Risk Score 3 yr (%)*
1 Magnitude Capital LLC 0.81 6.59
2 Representative Manager 0.75 5.05
3 Persistent Asset Management Ltd 0.71 7.94
4 Private Advisors  LLC 0.70 5.41
5 Permal Investment Management 0.69 5.8
Multi Asset Long Only £

Asset Manager IQ Risk Score 3 yr (%)*
1 Invesco Perpetual 0.72 13.94
2 Ruffer LLP 0.68 8.66
3 Baillie Gifford & Co. 0.66 8.51
4 Representative Manager 0.64 7.12
5 Newton Investment Management 0.61 7.67
UK Equity £

Asset Manager IQ Risk Score 3 yr (%)*
1 Lindsell Train Limited 0.87 20.20
2 Liontrust Asset Management PLC 0.84 24.39
3 River and Mercantile Asset Management LLP 0.76 19.89
4 Baillie Gifford & Co. 0.73 15.33
5 AXA Investment Managers 0.72 16.00
US Equity All Cap $

Asset Manager IQ Risk Score 3 yr (%)*
1 Delaware Investments 0.73 18.41
2 Threadneedle Investments 0.71 15.96
3 Beck  Mack and Oliver LLC 0.70 17.48
4 Federated Investors  Inc 0.66 15.02
5 Natixis Global Asset Management 0.66 16.04
US High Yield $

Asset Manager IQ Risk Score 3 yr (%)*
1 Federated Investors  Inc 0.71 12.98
2 Natixis Global Asset Management 0.68 17.47
3 Brandywine Global Investment Management  LLC 0.68 19.86
4 Representative Manager 0.67 12.53
5 Franklin Templeton Investments 0.66 12.44
Chinese Equity $

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.70 9.96
2 First State Investments UK Ltd 0.65 11.87
3 La Française AM 0.62 6.55
4 Threadneedle Investments 0.55 3.36
5 Henderson Global Investors Limited 0.53 -2.42
GBP Money Markets £

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.69 0.89
2 Insight Investment Management (Global) Limited 0.69 2.00
3 BlackRock 0.50 0.71
4 Representative Manager 0.47 0.96
5 Investec Asset Management 0.46 1.38
Euro Fixed Income 1 to 5 year Duration

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager 0.73 5.51
2 Representative Manager 0.67 4.80
3 Pioneer Global Asset Management S.p.A. (PGAM) 0.59 4.97
4 Fidelity Worldwide Investment 0.58 5.27
5 Insight Investment Management 0.55 5.63
USD Fixed Income 1 to 3 year Duration

Asset Manager IQ Risk Score 3 yr (%)*
1 AllianceBernstein 0.69 2.02
2 Payden & Rygel 0.64 2.87
3 Janus Capital International Ltd. 0.63 3.35
4 Representative Manager 0.60 2.56
5 Standish Mellon Asset Management 0.59 2.82
USD Fixed Income 3 to 5 year Duration

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager 0.83 9.70
2 Representative Manager 0.67 8.67
3 Loomis Sayles 0.64 8.26
4 Pioneer Global Asset Management S.p.A. (PGAM) 0.61 8.88
5 Representative Manager 0.61 6.45
USD Bank Loans

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager 0.80 8.89
2 Invesco Perpetual 0.75 8.22
3 Principal Global Investors 0.67 7.49
4 ING U.S. Investment Management 0.67 7.1
5 Neuberger Berman 0.55 7.23
USD High Yield Bonds

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager 0.71 19.86
2 Federated Investors Inc 0.67 12.98
3 Natixis Global Asset Management 0.65 17.47
4 Pyramis Global Advisors 0.65 12.38
5 Representative Manager 0.62 12.53
GBP Absolute Return Multi Asset & Fixed Income

Asset Manager IQ Risk Score 3 yr (%)*
1 Representative Manager 0.58 5.12
2 Insight Investment Management (Global) Limited 0.57 11.99
3 Baillie Gifford & Co. 0.56 8.51
4 SYZ Asset Management SA 0.52 4.64
5 Standard Life Investments Limited 0.51 7.49
Euro Absolute Return Multi Asset & Fixed Income

Asset Manager IQ Risk Score 3 yr (%)*
1 Henderson Global Investors Limited 0.64 3.00
2 Insight Investment Management (Global) Limited 0.60 4.75
3 Pictet Asset Management Ltd 0.58 2.97
4 Threadneedle Investments 0.57 3.73
5 GAM 0.55 2.44
GBP Emerging Market Hard Currency Debt

Asset Manager IQ Risk Score 3 yr (%)*
1 Logan Circle Partners  L.P. 0.73 14.69
2 AllianceBernstein 0.71 11.46
3 MFS Investment Management 0.69 10.88
4 ING Investment Management 0.66 12.65
5 Federated Investors  Inc 0.64 12.83
USD Convertible Bonds

Asset Manager IQ Risk Score 3 yr (%)*
1 Camden Asset Management 0.67 12.95
2 PENN Capital Management (CV) 0.62 10.79
3 Dinsmore Capital Management 0.55 9.14
4 Zazove Associates LLC 0.52 8.97
5 MacKay Shields LLC 0.49 7.94
US Equity All Cap

Asset Manager IQ Risk Score 3 yr (%)*
1 Delaware Investments 0.72 18.41
2 Threadneedle Investments 0.70 15.96
3 Beck  Mack and Oliver LLC 0.70 17.48
4 Federated Investors  Inc 0.67 15.02
5 Natixis Global Asset Management 0.66 18.04
Fund of Hedge Funds

Asset Manager IQ Risk Score 3 yr (%)*
1 Magnitude Capital LLC 0.81 6.59
2 Representative Manager 0.74 5.05
3 Persistent Asset Management Ltd 0.71 7.94
4 Representative Manager 0.70 5.51
5 Arden Asset Management (UK) Ltd 0.69 4.17

Source: CAMRADATA Live database to the end of Q1 2013 *Annualised absolute gross return over three year period

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Performing Asset Classes

CAMRADATA Median £ 3 yr (%)*
1 Listed Global Property   15.43
2 UK Equity - Growth 14.10
3 US Equity - Core 13.04
4 Infrastructure  11.84
5 US Fixed Income High Yield 11.44
CAMRADATA Median £ 3 yr (%)*
1 US Fixed Income High Yield 11.44
2 Emerging Market Hard Currency Debt 10.88
3 Global Equity - Core 9.16
4 Loans 6.73
5 Absolute Return Fixed Income 4.75
CAMRADATA Median £ 3 yr (%)*
1 US Equity - Core 13.04
2 Global Equity - Core 9.26
3 Global Fixed Income 6.85
4 Multi-Asset -
5 US Fixed Income 6.98

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

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