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

Muted response as Labour names Grimsby Town FC co-owner next investment minister

Muted response as Labour names Grimsby Town FC co-owner next investment minister

After the sudden exit of Poppy Gustafsson last week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Hargreaves Lansdown and Schroders to launch double LTAF offering

Hargreaves Lansdown and Schroders to launch double LTAF offering

From next week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Darius McDermott: Complacency at the peak

Darius McDermott: Complacency at the peak

'Markets to hit new highs, while credit spreads are at multi-decade lows'

Darius McDermott
clock 08 September 2025 • 5 min read