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By Aimee Steen | Published Aug 01, 2012

UBS worst strategic bond fund over three years

The lowest performing strategic bond fund over three years returned just £1,105 on a £1,000 initial investment, some £240 less than the sector average.

According to the Money Management strategic bond survey, the UBS Active Bond returned less than the sector average of £1,345 to 1 July 2012.

However, the fund had produced steadier returns than some, with a five-year AGR of 4.7% – higher than the sector average of 4.3%.

The excerpt below, taken from the survey, shows the five lowest performing funds on a three year cumulative basis.

Fund name

1 yr perf

3 yr perf

5 yr perf

5 yr AGR

UBS Active Bond





Rothschild Preferred Income





Premier Strategic High Inc Bond





Skandia Sterling Bond





Architas MA Active Mdrte Inc





Sector average£1,051£1,345£1,2404.3%

While UBS declined to comment on its strategic bond funds, another of its bonds in the sector, the UBS Long Dated Corporate Bond fund made the top five with a return of £1,509 over three years.

The top performing fund was the Axa Framlington Managed Income fund with a three-year return of £1,580. However, this is due to a peak in performance as its five year AGR is far below the sector average at 0.3%.

Read more about investing in strategic bond funds with Take 5: Investing in strategic bond funds.

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