Fixed income: winners and losers in H1
By Kristen McGachey, 14 Jul 17
As we move through the halfway point of 2017, many investors have grown wary of the risk asset rally and are returning to the relative safety of fixed income funds. But which have performed the best year-to-date? And which have not fared so well?
The worst performers, according to Morningstar’s data, come from smaller outfits, CG Asset Management and Courtiers.
But broadening the scope to the top 10, catches products from some bigger fish like Old Mutual’s Total Return USD Bond fund, the Dynamic Global Bond fund from T. Rowe Price and products from Columbia Threadneedle and Pioneer.
A full list of the top 10 worst performing bond funds, year-to-date, can be found on the next page.
Tags: Ashmore | Barings | First State | Lazard | Morningstar
