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?
Losers
Fund and total return year-to-date.
10) Old Mutual Total Return USD Bond -2.052%
9) T. Rowe Price Dynamic Global Bond Qh GBP -2.070%
8) T. Rowe Price Dynamic Glbl Bd Cg Acc -2.157%
7) Pioneer SICAV Glbl Aggregate Bd N GBP ND -2.386%
6) Salam-Pax Serenity Sukuk C GBP -2.432%
5) Pioneer SICAV US Dollar Agg Bd N GBP ND -2.503%
4) Threadneedle Dollar Bd Z Inc GBP -2.654%
3) CG Real Return A -2.955%
2) Courtiers Investment Grade Bd Retl R -3.134%
1) CG Dollar D NAV -4.027%
Tags: Ashmore | Barings | First State | Lazard | Morningstar