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

Woodford IM hits back at FCA's enforcement action including £46m in fines

Woodford IM hits back at FCA's enforcement action including £46m in fines

WIM said it 'strongly disagrees' with the regulator's decision

Cristian Angeloni
clock 05 August 2025 • 3 min read
Regulator bans and fines Neil Woodford and Woodford IM £46m

Regulator bans and fines Neil Woodford and Woodford IM £46m

Woodford has appealed the decision to the Upper Tribunal

Cristian Angeloni
clock 05 August 2025 • 3 min read
Darius McDermott: The line between resilience and risk

Darius McDermott: The line between resilience and risk

'Trump has, for the most part, chickened out'

Darius McDermott
clock 29 July 2025 • 5 min read