Lipper Snaps UK-Artemis leads mixed asset funds in June
LONDON, July 3 (Reuters) - The Artemis High Income fund was the top performer among British-registered mixed asset funds in June, data from Thomson Reuters fund research firm Lipper showed on Friday.
The fund, run by Adrian Frost and Adrian Gosden, rose 3.92 percent during the month and 15.53 percent over three months. With around three-quarters of its assets in bonds and another 9.5 percent in convertibles and preference shares, according to its latest factsheet, it has benefited from a rally in high-yield bond prices in June.
Zenith IMM European Balanced fund was the worst performing fund during the month with a loss of 5.07 percent.
Following are tables of the best and worst performers in June among mixed asset funds listed in the Lipper Global indices and registered for sale in Britain. The tables strip out smaller players and comprise primary mutual funds:
FUND LEADERS
Fund name 1 mth(%) 3 mth 1 yr 3 yr 5 yr
1. Artemis High Income 3.92 15.53 -17.64 -18.14 4.79
2. Insight Investment 3.52 10.03 -18.78 -17.41 3.03
Diversified High Income 3. CF Organised Growth 3.38 7.73 -15.72
& Income 4. Aviva Investors 3.37 13.17 -11.17 -17.67 0.20
Distribution 5. Invesco Perpetual Monthly 3.14 21.64 -7.10 -5.11 17.19
Income
FUND LAGGARDS
Fund name 1 mth(%) 3 mth 1 yr 3 yr 5 yr
1. Zenith IMM European -5.07 4.55 -25.29 -25.16 -10.36
Balanced Fund - GBP 2. Crystal -3.65 -0.43 -0.28 7.24 41.72
3. Trojan 0 -3.30 0.43 2.11 10.49 42.50
4. CF Canlife Income -3.25 6.13 -15.93 -15.28 15.71
5. Skandia Actively Managed -3.24 8.77 -17.37 -19.56 6.81
Aggressive
Lipper, a Thomson Reuters company, is a fund research and analysis organisation, providing independent insight on global collective investment including mutual funds, retirement funds, hedge funds, fund fees and fund expenses to the asset management and media communities.
Lipper data covers 196,000 share classes and over 108,000 funds in 57 registered-for-sale universes. It provides the free Lipper Leader ratings for mutual funds registered for sale in 27 countries. Additional information is available at www.lipperweb.com. (Compiled by Laurence Fletcher; Editing by Mariam Karouny (To read the Reuters Hedge Fund Blog click on blogs.reuters.com/hedgehub; for the Global Investing Blog click here)
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