Press information



Press information

Dimensional tops tables as bond fund bonanza continues

Bond funds continue to top the investment charts according to the latest figures from IFA-owned and controlled independent wrap platform Nucleus.

Top of the Nucleus tables is the Dimensional Global Short Bond fund, which has not only been the fastest growing fund in terms of assets gathered this year but is also the top ranking fund by total assets out of the 2,000 plus funds on offer through the Nucleus platform.

The Invesco Perpetual Corporate Bond and the M&G Strategic Corporate Bond funds were second and third fastest growing funds during the period respectively.

While bond funds were the dominant asset class for the first two quarters, the platform has noted a slight shift in interest towards the cautious managed sector over the past month, with the CF Ruffer Total Return and the IFDS Prism Cautious Growth funds featuring in the top ten fastest growing funds.

Andrew Smith, chief operations officer at Nucleus comments:

“The fastest-growing fund tables offer us an insight into emerging investment trends and where IFA’s are putting client money. While the figures illustrate the continued popularity of corporate bonds it’s interesting to note the increased interest we are seeing from the advisers for other asset classes also.”

-Ends-

For further information please visit or contact:

Sarah O’Connell, MRM - 020 3326 9903 / 07818 673 199

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|Top 10 fastest growing funds between January 09 and June 09 | |

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|Rank |Fund |Rank by June Value |

|1 |Dimensional Global Short Bond |1 |

|2 |Invesco Perpetual Corporate Bond |3 |

|3 |M&G Strategic Corporate Bond |8 |

|4 |Legal & General Index Linked Gilt Index Trust |4 |

|5 |The Iveagh Wealth Fund |17 |

|6 |M&G Corporate Bond |7 |

|7 |M&G Recovery |9 |

|8 |Jupiter Merlin Income Portfolio |10 |

|9 |EEA Life Settlements Fund |24 |

|10 |Dimensional UK Core Equity |6 |

Top 10 funds by value of holdings as at 26 June 09

|Rank |Fund |

|1 |Dimensional Global Short Bond |

|2 |Invesco Perpetual High Income |

|3 |Invesco Perpetual Corporate Bond |

|4 |Legal & General Index Linked Gilt Index Trust |

|5 |Elite Hasley Multi-Strategy Portfolio |

|6 |Dimensional UK Core Equity |

|7 |M&G Corporate Bond |

|8 |M&G Strategic Corporate Bond |

|9 |M&G Recovery |

|10 |Jupiter Merlin Income Portfolio |

Notes

Nucleus is not permitted to provide investment advice and does not recommend or endorse any asset or investment available through the Nucleus platform. The comments above should not be interpreted as an investment recommendation or advice.

About Nucleus

Nucleus Financial Group is an online wrap based business platform.

Nucleus was founded in 2006 by a number of high quality IFAs who shared a commitment to create a market where advisors have the infrastructure and desire to place the client centre stage.

Since foundation Nucleus has established itself as a major force for change in the market. It is now a community of IFA businesses who through ownership and control of the business process seek to create a better customer experience.

The management team is led by David Ferguson chief executive, and offers extensive experience across all areas of the UK retail financial services market.

The company was rewarded for its ground-breaking approach at the Scottish Financial Enterprise (SFE) Innovators Awards held in Edinburgh on 29 November 2007.

Nucleus Financial was rewarded for bringing something new to the wrap platform sector and won best new platform at the 2008 Adnitor Awards in October.

Nucleus won the ‘Best online wrap or fund supermarket’ accolade at the 2008 Online Finance awards in November, 2008.

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