Bonds trump commodities in latest Lipper ranking of performance

A Malaysian bond fund has seen off stiff competition from precious metals and agricultural commodities to be ranked the best performer globally by percentage growth over one year, according to data from Lipper.

The ranking of these 50 top performing funds are based on total return percentage growth over one year, in local currency terms, giving the purest measure of fund performance without being impacted by exchange rate fluctuations. The funds are included regardless of domicile, and are drawn frmo teh Lipper Global universe, covering 80 countries. The Sharpe Ratio is calculated using fund-specific benchmarks and risk-free rates. The % figures are based on bid-bid, income reinvested.

 

Name Lipper Global sector % Growth 1yr to 31/08/2011 Sharpe Ratio 1yr Fund value £m Fund Management Company Domicile
CIMB-Principal Institutional Bond Bond MYR 1093.090 .29 24.4 CIMB-Principal Asset Management Berhad  Malaysia
Oceanico II – FEIIF Real Estate European 478.43 0.23 6.25 Interfundos – Gestão de Fundos de Investimento Imo Portugal
ETFS Leveraged Precious Metals Unclassified 145.09 0.56 10.64 ETFS Commodities Securities Ltd Jersey
db Physical Silver ETC Unclassified 118.13 0.46 32.43 Deutsche Bank AG (London) Jersey
ETFS Physical Silver Unclassified 118.06 0.46 589.73 ETFS Fund Management Company Limited Jersey
Julius Baer Physical Silver-USD A Commodities 117.26 0.46 113.24 Swiss & Global Asset Management AG Switzerland
ETFS Silver Unclassified 111.8 0.45 64.41 ETFS Commodities Securities Ltd Jersey
Orey CS – FEIIF Real Estate European 102.5 0.28 12.09 Orey Gestao de Activos SGFIM Portugal
Direxion Daily Energy Bull 3x Shares Equity North America 95.75 0.29 268.82 Rafferty Asset Management LLC USA
Euro B Type Investment Trust JSC Mixed Asset TRY Conservative 93.9 0.15 7.15 Euro Yatirim Menkul Degerler A.S. Turkey
Japan Physical Silver ETF   92.54 0.4 54.49 Mitsubishi UFJ Trust and Banking Corp Japan
ETFS Leveraged Agriculture Unclassified 88.29 0.39 17.94 ETFS Commodities Securities Ltd Jersey
Clal (L) Monthly Income (0B) Bond ILS Government 81.56 9 10.55 Clal Finance Mutual Funds Management Ltd Israel
ProShares UltraPro QQQ Equity North America 81.43 0.35 116.63 ProShare Advisors LLC USA
ETFS Sugar Unclassified 79.29 0.38 19.19 ETFS Commodities Securities Ltd Jersey
SafePort Physical Silver 95+ Fund Commodities 77.89 0.34 5.76 CAIAC Fund Management AG Liechtenstein
Global X Silver Miners ETF Equity Sector Gold&Prec Metals 77.71 0.4 296.64 Global X Management Company LLC USA
UBS E-TRACS S&P 500 Gold Hedged Index Commodities 72.01   9.05 UBS Global Asset Management USA
S&P GSCI Corn Source T-ETC Unclassified 70.4 0.5 20.51 Source Investment Management Ltd Ireland
ZKB Silver ETF A (CHF) Commodities 69.85 0.34 1210.84 Balfidor Fondsleitung AG Switzerland
ETFS Corn Unclassified 68.8 0.47 57.29 ETFS Commodities Securities Ltd Jersey
FI Multimercado Verona Mixed Asset BRL Conservative 68.72 0.48 872.28 Citibank DTVM SA Brazil
Incrementum Fund Uno Commodities 68.27 0.7 24.1 Independent Fund Management AG Liechtenstein
RK Exclusivo FI em Acoes Equity Brazil 67.93 0.44 28.6 Santander Brasil Asset Management DTVM SA Brazil
ProShares Ultra Oil & Gas Equity North America 67.31 0.34 194.44 ProFunds Group USA
Odyssey Philippine High Conviction Equity Fund Equity Philippines 66.84 0.46 75.39 BPI Asset Management, Inc Philippines
Ausbil Investment Tr-Ausbil MicroCap Equity Australia Sm&Mid Cap 66.47 0.52 24.31 Ausbil Dexia Limited Australia
ProFunds Oil Equipment Services & Dist UltSec;In Equity North America 65.98 0.35 18.92 ProFunds Group USA
SF T1ps Smaller Companies Gold Equity Sector Gold&Prec Metals 65.71 0.34 22.02 t1ps Investment Management Limited UK
GOLDIST Istanbul Gold ETF Commodities 64.2 0.49 51.18 Finans Asset Management S.A Turkey
STABILITAS – SILBER+WEISSMETALLE P Equity Sector Gold&Prec Metals 63.49 0.33 34.78 IPConcept Fund Management SA Luxembourg
S&P GSCI Softs Source T-ETC Unclassified 62.61 0.46 25.55 Source Investment Management Ltd Ireland
TEB B Type Gold Commodities 62.58 0.52 8.65 TEB Portfoy Yonetimi A.S. Turkey
Caixa Catalunya 2-A, FI Guaranteed 62.25 0.47 14.08 Catalunyacaixa Inversio SGIIC Spain
ETFS Softs Unclassified 61.87 0.48 14.22 ETFS Commodities Securities Ltd Jersey
Garanti Bank B Type Gold Commodities 61.77 0.51 72.69 Garanti Asset Management Inc Turkey
Samsung Kodex Autos ETF Equity Korea 61.72 0.39 31.97 Samsung Investment Trust Management Korea (Republic of)
HSBC YMD B Type Gold Commodities 60.77 0.51 33.22 HSBC Portfoy Yonetimi A.S. Turkey
ETFS Precious Metals Unclassified 60.61 0.57 131.54 ETFS Commodities Securities Ltd Jersey
Direxion Daily Natural Gas Related Bull 2X Shares Equity North America 60.07 0.28 13.27 Rafferty Asset Management LLC USA
ETFS Physical PM Basket Unclassified 59.52 0.6 272.87 ETFS Fund Management Company Limited Jersey
FI Multimercado CITIBRAZIL Bond FIE Bond BRL Short Term 59.15 0.23 45.31 Citibank DTVM SA Brazil
Yapi ve Kredi Bank Gold Fund Commodities 59.04 0.5 33.11 Yapi Kredi Portfoy Yonetimi A.S. Turkey
Akbank B Type Gold Commodities 58.94 0.49 98.76 Ak Asset Management Inc Turkey
Legg Mason Japan Equity A Equity Japan 58.91 0.71 77.04 Legg Mason Investment Funds Limited UK
Prestasi Alokasi Portfolio Investasi Bond IDR 58.78 0.25 7.01 PT Kresna Graha Sekurindo Indonesia
Ziraat Bank B Type Gold Commodities 58.5 0.47 54.96 Ziraat Portfoy Yonetimi A.S. Turkey
FICFI Multimercado Rinter Mixed Asset BRL Flexible 58.35 0.21 21.23 BTG Pactual Servicos Financeiros SA DTVM Brazil
SafePort Silver Mining Fund Equity Sector Gold&Prec Metals 58.07 0.27 11.34 CAIAC Fund Management AG Liechtenstein
db Physical Palladium ETC Unclassified 57.79 0.56 6.25 Deutsche Bank AG (London) Jersey
ETFS Physical Palladium Unclassified 57.73 0.56 222.96 ETFS Fund Management Company Limited Jersey

 

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