Clear and Independent Institutional Investment Analysis

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Institutional Investment News

CAMRADATA Live Database


Sustainable Investment News

Leading Investment Funds

USD 1-5 year B'mark Duration US Fixed Income $

Asset Manager
IQ Risk Score 3 yr (%)*
1 Lord, Abbett & Co. LLC 0.84 4.36
2 Fidelity Worldwide Investment 0.77 8.77
3 Hartford Investment Management Company 0.67 2.9
4 Neuberger Berman 0.67 7.3
5 Payden & Rygel 0.64 2.05
EU 1-5 year B'mark Duration EU Fixed Income €

Asset Manager
IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Limited 0.69 9.93
2 J.P. Morgan Asset Management 0.61 3.72
3 SYZ Asset Management 0.60 10.49
4 AXA Investment Managers 0.59 8.76
5 Meriten Investment Management GmbH 0.56 8.44
USD Loans $

Asset Manager IQ Risk Score 3 yr (%)*
1 3i Debt Management
0.84 7.61
2 Pinebridge Investments 0.80 8.03
3 Fidelity Worldwide Investment 0.75 7.26
4 Invesco Perpetual 0.72 7.05
5 Lord, Abbett & Co. LLC 0.65 6.6
USD High Yield Bonds $

Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.71 11.01
2 Brandywine Global Investment Management LLC 0.71 11.34
3 Payden & Rygel 0.70 10.36
4 Delaware Investments 0.66 10.05
5 Blackrock 0.64 10.82
European Broad Bonds €

Asset Manager IQ Risk Score 3 yr (%)*
1 Fidelity Worldwide Investment 0.71 8.76
2 Alliance Bernstein 0.67 9.93
3 Insight Investment Management (Global) Limited 0.66 9.93
4 Capital Group 0.62 7.91
5 HSBC Global Asset Management (UK) Limited 0.59 9.21
European High Yield Bonds €

Asset Manager IQ Risk Score 3 yr (%)*
1 Pramerica Fixed Income 0.74 13.19
2 ING Investment Management 0.69 13.52
3 Baillie Gifford & Co. 0.68 15.92
4 AllianceBernstein 0.66 12.58
5 Aberdeen Asset Management 0.62 11.81
Emerging Market Government Debt $

Asset Manager IQ Risk Score 3 yr (%)*
1 Wellington Management International Limited 0.70 2.78
2 J.P. Morgan Asset Management 0.68 7.72
3 Rogge Global Partners plc 0.67 8.23
4 Baillie Gifford & Co. 0.62 1.37
5 Fidelity Worldwide Investment 0.61 8.04
Emerging Market Corporate Debt $

Asset Manager IQ Risk Score 3 yr (%)*
1 Logan Circle Partners L.P. 0.83 10.07
2 Dragon Capital Group Limited 0.77 13.38
3 J.P. Morgan Asset Management 0.59 8.35
4 Amundi 0.57 8.78
5 T Rowe Price Group Inc 0.56 7.47
Global Broad Bonds $

Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.86 24.33
2 GAM 0.77 11.62
3 J.P. Morgan Asset Management 0.72 6.19
4 Bluebay Asset Management LLP 0.71 6.34
5 Principal Global Investors 0.70 9.34
GBP Absolute Return Fixed Income and Multi-Asset £

Asset Manager IQ Risk Score 3 yr (%)*
1 Ignis Asset Management 0.67 7.01
2 TwentyFour Asset Management LLP 0.62 11.67
3 Insight Investment Management (Global) Limited 0.62 7.28
4 Standard Life Investments Limited 0.60 7.66
5 M&G Investment Management 0.59 5.32
Diversified Growth Funds £

Asset Manager IQ Risk Score 3 yr (%)*
1 Allianz Global Investors 0.75 8.3
2 SYZ Asset Management 0.74 2.91
3 Amundi 0.74 7.82
4 PineBridge Investments 0.71 8.63
5 Invesco Perpetual 0.65 10.93
Commodities $

Asset Manager IQ Risk Score 3 yr (%)*
1 Pictet Asset Management 0.71 3.08
2 State Street Global Advisors Limited 0.66 0.54
3 Investec Asset Management 0.63 -1.94
4 Neuberger Berman 0.63 -2.01
5 Pioneer Investments 0.56 -4.66
UK Equity All Cap £

Asset Manager IQ Risk Score 3 yr (%)*
1 Invesco Perpetual 0.87 22.61
2 Majedie Asset Management 0.85 18.22
3 Investec Asset Management 0.76 17.01
4 Lindsell Train Limited 0.76 17.49
5 Threadneedle Investments 0.75 16.5
European Equity €

Asset Manager IQ Risk Score 3 yr (%)*
1 Ignis Asset Management 0.83 21.86
2 Standard Life Investments Limited 0.80 18.79
3 J.P. Morgan Asset Management 0.80 17.03
4 Waverton Investment Management 0.79 28.78
5 F&C Management Ltd 0.74 19.87
US Equity Large Cap $

Asset Manager IQ Risk Score 3 yr (%)*
1 Brandywine Global Investment Management LLC 0.76 21.11
2 Hotcjkis & Wiley 0.74 19.87
3 Delaware Investments 0.73 18.99
4 Vontobel Asset Management Inc. 0.72 18.81
5 Wellington Management International Limited 0.69 18.59
Emerging Market Equity Core $

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.84 7.9
2 Wellington Management International Limited 0.79 6.86
3 Fidelity Worldwide Investment 0.74 6.4
4 State Street Global Advisors Limited 0.73 6.94
5 Charlemagne Capital 0.71 6.64
Global Equity Core £

Asset Manager IQ Risk Score 3 yr (%)*
1 Artisan Partners Limited Partnership 0.79 14.48
2 AXA Investment Managers 0.78 14.61
3 Copper Rock Capital Partners LLC 0.76 17.78
4 MFS Investment Management 0.76 12.79
5 Fidelity Worldwide Investment 0.74 12.63
Japan Equity $

Asset Manager IQ Risk Score 3 yr (%)*
1 Sumitomo Mitsui Trust Bank Limited 0.89 27.18
2 Baillie Gifford & Co. 0.83 14.66
3 Neptune Investment Management 0.75 15.21
4 Capital Group 0.71 10.62
5 Orbis 0.69 14.9
GBP Money Market Funds £

Asset Manager IQ Risk Score 3 yr (%)*
1 Blackrock 0.52 0.81
2 Aberdeen Asset Management 0.50 0.6
3 Legal & General Investment Management 0.48 0.65
4 Investec Asset Management 0.46 0.57
5 F&C Management Ltd 0.46 0.43

Source: CAMRADATA Live database to the end of Q2 2014 *Annualised absolute gross return over three year period

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Performing Asset Classes

CAMRADATA Median 3 yr (%)*
1 US Broad Bonds $ 9.3%
2 European Broad Bonds € 9.2%
3 Global Corporate Broad Market Bonds $> 9%
4 US Broad Bonds 3 to 5 Years Duration $ 8.9%
5 Global Corporate Bonds 3 to 5 Years Duration £ 8.2%
CAMRADATA Median 3 yr (%)*
1 Japan Equity Yen 17.6%
2 US Equity $ 16.2%
3 European Inc. UK Equity € 13.6%
4 UK Equity £ 12.9%
5 Global Equity Core $ 12.1%

Source: CAMRADATA Live database to the end of Q2 2014 *Annualised absolute gross return over three year period

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