We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

Home > Investments > Fixed Income

UBS worst strategic bond fund over three years

Company’s Active Bond returns £240 less than sector average on £1,000 investment, according to survey

By Aimee Steen | Published Aug 01, 2012 | comments

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

£1,039

£1,105

£1,261

4.7%

Rothschild Preferred Income

£1,012

£1,112

£1,253

4.6%

Premier Strategic High Inc Bond

£902

£1,147

£1,041

0.8%

Skandia Sterling Bond

£1,015

£1,208

£1,096

1.8%

Architas MA Active Mdrte Inc

£987

£1,210

£1,145

2.7%

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.

visible-status-Standard story-url-MM_SteenA_StrategicbondfundsPlug_190712.xml

COMMENT AND REACTION
Most Popular
More on FTAdviser
FTA jobs