Revealed: S&P's best funds with a 10-year track record

clock • 1 min read

S&P Capital IQ has revealed its pick of the best funds with a decade-long track record, as it introduces a new 10-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 10 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 Te...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Most investors say managers behind active ETFs 'mislead' the market

Most investors say managers behind active ETFs 'mislead' the market

2024 a record year for European ETFs

Patrick Brusnahan
clock 30 May 2025 • 1 min read
EquitiesFirst's James Mungovan: Time to let private credit fund public growth

EquitiesFirst's James Mungovan: Time to let private credit fund public growth

Escape from low-growth trap

James Mungovan
clock 28 May 2025 • 3 min read
Global Investment Management Summit: Speaker line-up includes City minister, Jeremy Hunt and FCA

Global Investment Management Summit: Speaker line-up includes City minister, Jeremy Hunt and FCA

Investing through complexity, accelerating future growth

Investment Week
clock 27 May 2025 • 2 min read
Trustpilot
Loading page