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Bond sectors sweep the board in Q4

Money flows through Cofunds’ institutional service show that bonds were strong across all client types in Q4 last year. Bond funds were especially popular with execution only clients, accounting for the top three funds, and amongst wealth managers, three of the five highest-selling funds were in this sector.

Product providers (accounting for the underlying collectives within their pension, bond and SIPP wrappers) and execution-only clients both favoured Corporate Bond over the course of the last quarter, with M&G Strategic Corporate Bond fund achieving pole position across both of these clients. Wealth managers however looked towards European Collective Investment Vehicles.

Christopher James, Director, Institutional Services at Cofunds said: “Bond sectors were universally popular in Q4 and this trend was particularly prevalent with execution only clients.

“Newton Global Higher Income again featured in the top 20 funds for all three client types. While this was the only fund to achieve this in Q3, last quarter M&G Optimal Income also appeared in this top percentage across execution only clients, wealth managers and protection providers.”

Highest net funds in Q4 (wealth manager) Highest net funds in Q4 (execution only) Highest net funds in Q4 (product providers)
1 IFSL Brooks Macdonald Defensive Cap 1 M&G Strategic Corporate Bond 1 M&G Strategic Corporate Bond
2 SL Inv Global Index Lkd Bnd 2 SL Inv Global Index Lkd Bnd 2 Newton Balanced
3 Schroder IM ISF Gbl Infltn Lnkd Bd 3 Investec Strategic Bond 3 Jupiter Merlin Income Portfolio
4 Invesco Perpetual Strategic Inc 4 Newton Asian Income 4 M&G Recovery
5 Old Mutual Global Strategic Bond 5 Schroder Inst Global Equity 5 Schroder Monthly High Income
6 Veritas Global Equity Income 6 Threadneedle American 6 L&G (N) Target Return
7 M&G Corporate Bond 7 Schroder European 7 M&G Property Portfolio
8 Newton Global Higher Income 8 Newton Global Higher Income 8 M&G High Yield Corporate Bond
9 Invesco Perpetual Income 9 Aberdeen World Equity 9 Neptune Balanced
10 M&G Global Basics 10 ShareFunds T1ps Smaller Cos Gold 10 Jupiter Merlin Growth Portfolio
11 Henderson Credit Alpha 11 Cazenove UK Growth and Income 11 Invesco Perpetual Income
12 M&G Optimal Income 12 Aberdeen Emerging Markets 12 Threadneedle Absolute Return Bond
13 Odey Odyssey 13 M&G European Corporate Bond 13 Newton Global Higher Income
14 Investec Enhanced Natural Resources 14 Artemis Income 14 First State Gbl Emerging Mkts Lead
15 Newton Asian Income 15 Invesco Perpetual High Income 15 Troy Trojan
16 Lazard Global Equity Income 16 M&G Corporate Bond 16 Troy Spectrum
17 First State Asia Pacific Leaders 17 IFSL Bestinvest Growth Portfolio 17 M&G Optimal Income
18 AXA IM US Short Duration High Yield 18 M&G Dividend 18 Newton Real Return
19 Schroder Income Maximiser 19 ShareFunds T1ps Smaller Cos Growth 19 Investec Cautious Managed
20 Investec UK Special Situations 20 M&G Optimal Income 20 SL Inv Global Absolute Ret Strategy
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