Revealed: S&P's best funds with a ten-year track record

clock

S&P Capital IQ has revealed its pick of the best funds with a decade-long track record, as it introduces a new ten-year grading system.

The first funds to make the list are: Templeton Global Bond (Platinum) BlackRock Gold & General (Platinum) Franklin US Government (Gold) Permal European Holdings NV (Gold) Invesco Perpetual Global Bond (Silver) S&P Capital IQ said the funds that qualify have consistently outperformed their peers, even through ten years of rapidly changing market environments. The group said the Templeton Global Bond fund, run by Michael Hasenstab, had a bumpy ride in 2011 but the management team retains a high level of conviction in its positions. The second Franklin Templeton off...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read
Tatton AM launches range of passive funds as AUM surpasses £20bn

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

Cristian Angeloni
clock 13 November 2024 • 1 min read
Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read