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Best Global funds

Ranking of the top 12 Global funds (Fixed Income) by composite score (risk-adjusted return). Updated 04/06/2026.

This page ranks 12 Global funds, a subcategory of Fixed Income, ordered by a composite score that rewards risk-adjusted return and curve stability while penalizing drawdowns. Use it to compare options within the same investment style before exploring each fund's history in the interactive view.

See interactive version →

ℹ️ Methodology: period and indicators

All indicators are computed over the last 1.0 years (365 trading days), with daily data. The risk-free rate used is 2.0%.

Score formula (risk-adjusted return):

0.25·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_excess* + 0.1·Volatility_inv* + 0.1·Ulcer_inv*

* Components normalized to the analyzed set of funds (best in set = 1, worst = 0). The drawdown term is 1 − (MaxDD / 25.0%)3, clamped to [0,1]. Volatility and Ulcer are inverted (less = better).

A higher score means better relative behavior within the analyzed set, not an investment recommendation.

🏆 Ranking

#ISINNameScoreTotal Ret.Annual Ret.VolatilitySharpeSortinoMax DrawdownCalmar
1IE00008TZ2E8MAN GLG DYNAMIC INC DH ACC EUR0.7160.9427.75%7.88%1.39%4.234.260.93%8.52
2IE000Z9YV312MONTLAKE ALPHA FIX INCOM FIEHA0.6660.8128.38%8.78%2.98%2.272.233.56%2.46
3LU0569862351UBAM - Global High Yield Solution AC USD0.6590.8317.30%7.81%5.92%0.980.912.86%2.73
4LU0942882589Sigma Investment House FCP - BrightGate Global Income Fund A I0.6560.7755.57%5.62%1.91%1.891.842.19%2.56
5LU1984948874Sigma Investment House FCP – Brightgate Global Income Fund clase F0.6520.7635.42%5.46%1.91%1.811.782.20%2.48
6LU0189894842Schroder ISF Global High Yield A Accumulation EUR Hedged0.6460.7495.71%5.64%2.44%1.491.462.19%2.58
7LU2416422751VONTOBEL FUND CREDIT OP HI H0.6450.7478.77%9.15%4.33%1.651.684.28%2.14
8IE00BDTYYP61MANHGH YLD OPPRT D AC EUR0.6340.6914.81%4.89%1.94%1.491.511.69%2.89
9LU0720467496GLOBAL HIGH YIELD BOND M EURH0.6320.6935.93%6.03%2.57%1.571.522.78%2.17
10IE000MI53C66GLG GBL INVST GRDE OPPOR-D-EUR0.6290.6895.29%5.38%2.70%1.251.302.69%2.00
11LU0569862609UBAM - Global High Yield Solution AHC EUR0.6200.6596.71%7.18%4.19%1.241.343.95%1.82
12IE00B1Z6D669PIMCO DIVERSIFIED INCOME E ACC EURH0.6170.6515.78%5.80%3.51%1.081.143.43%1.69

📊 Compared evolution (base 100)

❓ Frequently asked questions

How is the fund ranking calculated?

Each fund gets a composite score from 0 to 1 that combines risk-adjusted return (excess CAGR and Sortino), curve stability (R² and inverted volatility) and drawdown control (a non-linear penalty plus the Ulcer Index). Funds are then ordered by that score.

What does the score mean for Global funds?

A higher score means better relative behavior within the analyzed set: more stable growth and smaller drawdowns for the return achieved. It is a comparison tool, not an investment recommendation.

How often is the data updated?

The ranking is recomputed from daily NAV data each time the site is regenerated. This page was last updated on 04/06/2026.

Is this investment advice?

No. All content is educational and based on historical data. Past performance does not guarantee future results. Consult a licensed advisor before investing.