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Should fund investors go active in global credit?
On the face of it, this is a sector where active funds add value. But once you factor in additional credit risk it gets more complicated.
Global investment-grade corporate credit funds are dominated by active management. Based on Morningstar data as of March 2024, there are 221 distinct European and cross-border-domiciled global credit funds with a combined £118 billion in assets. Actively managed strategies make up 87% of funds and 72% of assets in the universe. Global credit has also shown reasonable survival rates for funds, with 69% of active funds that were around a decade ago still standing today.
L&G
Wednesday 26th June 2024
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