View more on these topics

Gilt funds dominate top-performers in 2011

UK gilt funds dominated the top performance charts in 2011, according to figures from Morningstar.

Eight of the top 10 performers sat in the Investment Management Association UK gilts and UK index linked gilts sectors, with the Henderson long-dated gilt, managed by Phillip Apel and Mitul Patel the top performer, having risen by 24 per cent between January 1, 2011 and December 20, 2011.

The fund was closely followed by Henderson index linked bond and the BAM UK long dated gilt, which have risen 23.59 and 23.58 per cent respectively.

Less than one in six funds managed to produce a positive return in 2011, compared to 97 per cent of funds producing a positive return in 2010.

According to Morningstar, the worst performer was the HSBC Gif Indian equity fund, having fallen over 46 per cent. SF t1ps smaller companies gold – the top performer in 2010 – was the second worst performer in 2011, having fallen 44 per cent.

The IMA UK index linked gilts sector was the best performer, with the 13 funds in the sector up by an average of 21 per cent in 2011. The IMA UK gilts sector rose 15 per cent with the UK corporate bond sector up 4 per cent. The IMA China and greater China sector was the worst performing sector having fallen 24.2 per cent.


Japan’s Nikkei 225 index closes at 29-year low for 2011

Japan’s benchmark Nikkei 225 index has closed for the year at its lowest level since 1982. Despite managing a 0.67 per cent upturn by the end of trading, the index closed the year at just 8,455.35. The index has not looked so troubled since 1982 when it closed the year at 8,016.67. The Bank of […]


DWP: Fewer than 40% of Britons saving for retirement

Fewer than four in ten British workers are saving into a private pension, official Government figures reveal. The Daily Telegraph reports that new analysis from the Department for Work and Pensions shows the number of working-age people saving into a private pension fell from 46 per cent in 2000 to 38 per cent last year. […]

UK has to make voice heard in 2012, warns IMA

The UK will have to work increasingly hard next year to make sure it has its say on a number of incoming European financial regulations, the Investment Management Association says. IMA chief executive Richard Saunders predicts that 2012 will be a year of major change for the UK’s asset management industry. Several important regulations from […]

Clegg warns of challenges in 2012

Deputy Prime Minister Nick Clegg has warned 2012 will pose “many great challenges” as the Coalition attempts to cut the UK’s budget deficit. In his new year message, the Liberal Democrat leader said the economy remains the party’s “number one priority” next year. He said: “This time last year I spoke about how the most […]

UK policy: Kate Moss and short-termism

“Nothing tastes as good as skinny feels,” said supermodel Kate Moss, who is not often credited for her insights into policy making. Perhaps she should be. In politics, as in matters of diet, the course of action that is the best over the long term is often not the most desirable course of action in the short term. Add the instant gratification of the democratic electoral cycle and, instead of good policy making, you sometimes get the equivalent to a midnight binge in front of the fridge.

Read more

Important information

Investment risks

The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.


News and expert analysis straight to your inbox

Sign up


There is one comment at the moment, we would love to hear your opinion too.

  1. Shevonne McLarnon 3rd January 2012 at 9:34 am

    Not news to you no doubt, interesting to look back over the year and see your favoured sector’s success.

Leave a comment