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Leading Investment Funds

UK Fixed Income £

Asset Manager
IQ Risk Score 3 yr (%)*
1 Royal London Asset Management 0.71 9.83
2 Amundi 0.65 11.51
3 Invesco Perpetual 0.64 8.87
4 BlackRock 0.63 9.07
5 AllianceBernstein 0.63 10.17
European Broad Bonds €

Asset Manager
IQ Risk Score 3 yr (%)*
1 Fidelity Worldwide Investment 0.72 7.84
2 Insight Investment Management (Global) Ltd 0.69 9.3
3 AllianceBernstein 0.68 7.82
4 Wellington Management International Ltd 0.62 7.59
5 Capital Group 0.61 7.35
USD 1-5 year Benchmark Duration US Fixed Income

Asset Manager IQ Risk Score 3 yr (%)*
1 Lord, Abbett & Co. LLC
0.88 4.33
2 Neuberger Berman 0.74 6.99
3 Pioneer Investments 0.68 6.3
4 Delaware Investments 0.63 5.45
5 Aberdeen Asset Management 0.61 1.67
EUR 1-5 year Benchmark Duration European Fixed Income

Asset Manager IQ Risk Score 3 yr (%)*
1 Insight Investment Management (Global) Ltd 0.74 9.3
2 AXA Investment Managers 0.64 8.32
3 SYZ Asset Management SA 0.62 9.56
4 J.P. Morgan Asset Management 0.61 3.73
5 Amundi 0.57 3.83
USD Loans

Asset Manager IQ Risk Score 3 yr (%)*
1 Franklin Templeton Investments 0.76 5.06
2 Invesco Perpetual 0.76 5.54
3 Lord, Abbett & Co. LLC 0.72 5.11
4 Western Asset Management 0.69 4.84
5 Principal Global Investors 0.61 4.63
USD High Yield Bonds

Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.73 11.06
2 BlackRock 0.70 10.07
3 Delaware Investments 0.68 9.9
4 Franklin Templeton Investments 0.67 10.3
5 Lord, Abbett & Co. LLC 0.67 10.38
European High Yield Bonds €

Asset Manager IQ Risk Score 3 yr (%)*
1 ING Investment Management 0.76 13.38
2 Pramerica Fixed Income 0.72 12.68
3 Intermediate Capital Group 0.62 10.06
4 AllianceBernstein 0.62 11.90
5 Pictet Asset Management Ltd 0.59 13.34
Emerging Market Government Debt $

Asset Manager IQ Risk Score 3 yr (%)*
1 Wellington Management International Ltd 0.70 7.92
2 Rogge Global Partners plc 0.69 7.81
3 Deutsche Asset & Wealth Management 0.59 4.07
4 La Française 0.54 4.21
5 T Rowe Price Group Inc 0.54 1.55
Emerging Market Corporate Debt $

Asset Manager IQ Risk Score 3 yr (%)*
1 Logan Circle Partners L.P. 0.77 9.36
2 Dragon Capital Group Ltd 0.75 14.15
3 Federated Investors Inc 0.55 7.29
4 Amundi 0.54 8.07
5 J.P. Morgan Asset Management 0.54 7.75
Global Broad Bonds $

Asset Manager IQ Risk Score 3 yr (%)*
1 Natixis Global Asset Management 0.81 21.5
2 GAM 0.73 11.97
3 J.P. Morgan Asset Management 0.71 6.12
4 BlueBay Asset Management LLP 0.70 7.21
5 F&C Management Ltd 0.67 8.73
Global Equity Core £

Asset Manager IQ Risk Score 3 yr (%)*
1 Artisan Partners Ltd Partnership 0.87 15.15
2 AXA Investment Managers 0.76 14.4
3 Copper Rock Capital Partners LLC 0.75 16.83
4 Quoniam Asset Management GmbH 0.73 10.84
5 MFS Investment Management 0.72 13.74
European Equities €

Asset Manager IQ Risk Score 3 yr (%)*
1 Standard Life Investments Ltd 0.83 20.65
2 Ignis Asset Management 0.82 20.3
3 Baring Asset Management (London) 0.76 15.79
4 Amundi 0.75 17.93
5 F&C Management Ltd 0.75 21.92
US Equity Large Cap

Asset Manager IQ Risk Score 3 yr (%)*
1 Vontobel Asset Management  Inc 0.83 18.59
2 Delaware Investments 0.80 17.67
3 T Rowe Price Group Inc. 0.73 17.02
4 Hotchkis & Wiley 0.72 16.71
5 INTECH Investment Management LLC 0.71 16.18
Emerging Market Equity Core $

Asset Manager IQ Risk Score 3 yr (%)*
1 Aberdeen Asset Management 0.85 6.25
2 Wellington Management International Ltd 0.83 5.65
3 Fidelity Worldwide Investment 0.76 5.34
4 State Street Global Advisors Limited 0.73 6.32
5 Charlemagne Capital 0.67 4.76
UK Equity All Cap

Asset Manager IQ Risk Score 3 yr (%)*
1 Majedie Asset Management 0.84 17.96
2 Invesco Perpetual 0.84 24.47
3 Lindsell Train Ltd 0.82 19.45
4 Investec Asset Management 0.82 17.76
5 Threadneedle Investments 0.78 17.15
GBP Absolute Return Fixed Income & Multi Asset

Asset Manager IQ Risk Score 3 yr (%)*
1 Ignis Asset Management 0.69 7.28
2 TwentyFour Asset Management LLP 0.62 10.57
3 Scottish Widows Investment Partnership Ltd 0.62 4.64
4 Putnam Investments Ltd 0.61 7.89
5 SYZ Asset Management SA 0.59 5.45
Euro Absolute Return Fixed Income & Multi Asset

Asset Manager IQ Risk Score 3 yr (%)*
1 SYZ Asset Management SA 0.76 6.45
2 Amundi 0.72 11.12
3 BlueBay Asset Management LLP 0.72 8.34
4 Natixis Global Asset Management 0.71 7.16
5 Intermediate Capital Group 0.67 11.64
GBP Money Market Funds £

Asset Manager IQ Risk Score 3 yr (%)*
1 BlackRock 0.53 0.86
2 Federated Investors Inc 0.51 0.73
3 Deutsche Asset & Wealth Management 0.5 0.66
4 Legal & General Investment Management 0.48 0.67
5 Scottish Widows Investment Partnership Ltd 0.47 0.62
Commodities

Asset Manager IQ Risk Score 3 yr (%)*
1 Deutsche Asset & Wealth Management 0.65 -2.67
2 State Street Global Advisors Ltd 0.2 -2.623
3 Investec Asset Management 0.57 -4.37
4 Threadneedle Investments 0.53 -4.26
5 Edmond de Rothschild Fund Management 0.49 -5.28
Diversified Growth Funds £

Asset Manager IQ Risk Score 3 yr (%)*
1 Ruffer LLP 0.71 5.56
2 M&G Investment Management 0.71 9.29
3 Aberdeen Asset Management 0.71 7.66
4 Invesco Perpetual 0.65 9.81
5 UBS Global Asset Management 0.65 6.37

Source: CAMRADATA Live database to the end of Q1 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%
2 Global Corporate Broad Market Bonds $ 8.4%
3 UK Broad Bonds £ 7.3%
4 Emerging Markets Gov / Corp Bond $ 7.1%
5 UK Government Bonds £ 6.9%
CAMRADATA Median 3 yr (%)*
1 Japan Equity Yen 15.5%
2 US Equity $ 14.7%
3 UK Equity £ 13.5%
4 Global Equity Large Cap $ 11.2%
5 European Ex-UK Equity £ 10%

Source: CAMRADATA Live database to the end of Q1 2014 *Annualised absolute gross return over three year period

Read Our Asset Returns Report >>
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