The most consistent funds of the decade

by | Mar 4, 2022 | News

Article published in Trustnet (03/03/2022)

Excerpt:

GAM Star Credit OpportunitiesĀ delivered the highest total return over the 10 years of the six funds on the list, at 147.2%.

The fund seeks to generate a steady and high income from the bonds of quality companies, focusing on subordinated debt (which is paid after every other creditor if the issuer defaults) to capture higher yields.

It is heavily overweight financials, with the team saying: ā€œThis is the most regulated market and has been stress tested by regulators, so we know the sector can absorb external shocks.ā€

Performance of funds vs sector over 10yrs

Source:Ā FE Analytics

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  • The Valuation date: November 18, 2024
    serieAsOFDateFKFund NameISINMTDYTDSIMTDYTDSI
    120,241,118GAM Sustainable Climate Bond fundIE000BSJBO140.00770.0534-0.02070.775.34-2.07
    220,241,118GAM Star Crdt Ops EUR InvIE00B50JD3540.00670.11020.65440.6711.0265.44
    320,241,118GAM Star Crdt Ops GBP InvIE00B510J1730.00510.09320.92880.519.3292.88
    420,241,118GAM Star Crdt Ops USD InvIE00B57693100.00230.09340.84350.239.3484.35
    520,241,118GAM Interest Trend IncIE00BYM4P9130.00390.09350.37830.399.3537.83
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