News - Bonds
Topics: Ima | Nav | Morningstar | China
After a year dominated by volatility in markets which hit equities for six, and left government bonds trading at record highs, Investment Week reveals the best and worst performing IMA sectors.
Data from Morningstar shows bond funds – in particular gilts and index-linked gilts – have dominated in terms of returns this year, as investors piled into defensive assets in the second half and pushed yields down to record lows.
Conversely, equities – particularly those in emerging markets and China – have sold off sharply amid concerns about inflation and slowing growth.
Europe also features on the losers list after a brutal sell-off, as investors panic whether the European Union can survive in its current form.
We reveal the top and bottom five IMA sectors this year below:
| TOP FIVE PERFORMERS | |
| IMA UK Index Linked Gilts | 15.62% |
| IMA UK Gilts | 13.08% |
| IMA £ Corporate Bond | 3.08% |
| IMA £ Strategic Bond | 1.76% |
| IMA Global Bond | 0.98% |
| BOTTOM FIVE PERFORMERS | |
| IMA Asia Pacific Incl Japan | -15.31% |
| IMA Asia Pacific Excl Japan | -15.91% |
| IMA European Smaller Cos | -17.64% |
| IMA Global Emerging Markets | -18.51% |
| IMA China/Greater China | -21.42% |
From 31/12/10 to 9/12/11Source: Morningstar
All figures are on a % chg, bid-bid, basis
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