HY Euro Fund Performance

All figures are to month-end Mar 2019
Jump to: Top Performing HY € Funds


Largest HY € Funds: Total Returns /α (%)

Performance of the largest HY Euro corporate bond funds, ordered by assets under management.

#Fund /
ISIN
Size
(€mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1Nordea 1 - European High Yld Bd BI EUR
LU0141799097
447823.99
6.35
2.92
2.25
5.32
1.42
4.71
1.57
2Fidelity European Hi Yld A-Dis-EUR
LU0110060430
272022.56
4.92
0.19
-0.48
4.28
0.39
2.69
-0.45
3Candriam Bds Euro High Yld C EUR Cap
LU0012119607
235119.61
1.97
2.61
1.94
3.99
0.09
4.23
1.10
4AXAIMFIIS Europe Short Dur HY A Cap EUR
LU0658025209
230412.69
-4.95
0.54
-0.12
1.91
-1.98
2.18
-0.96
5DWS Invest Euro High Yield Corp LD
LU0616839766
216219.86
2.22
0.87
0.21
4.98
1.09
4.49
1.36
6UBS (Lux) BF Euro Hi Yld € P-acc
LU0086177085
208420.74
3.10
0.29
-0.38
4.54
0.64
3.10
-0.04
7Pictet-EUR Short Term High Yield I EUR
LU0726357444
19708.23
-9.41
0.78
0.11
1.99
-1.91
1.63
-1.50
8HSBC GIF Euro High Yield Bond AD
LU0165128421
177115.86
-1.78
1.19
0.52
3.39
-0.51
3.33
0.19
9ODDO BHF Euro Credit Short Dur DP-EUR
LU0628638388
15436.91
-10.73
0.61
-0.06
1.47
-2.42
1.55
-1.58
10Schroder ISF EURO Hi Yld C Acc EUR
LU0849400030
125522.71
5.07
0.75
0.09
5.18
1.28
4.69
1.56
11MS INVF European Currencies HY Bd I
LU0073255688
94518.68
1.04
0.60
-0.07
4.57
0.67
3.68
0.55
12AS SICAV I SelEuro HYBd A Acc EUR
LU0119176310
86815.21
-2.43
-1.33
-2.00
3.01
-0.89
3.02
-0.12
13Amundi Fds Bd Euro High Yield IE-C
LU0119109980
84420.00
2.36
2.08
1.42
4.07
0.18
3.44
0.31
14Muzinich Europeyield HEUR Acc A
IE0005315449
81117.69
0.05
1.80
1.13
4.62
0.72
4.32
1.18
15Evli European High Yield A
FI0008803911
80418.67
1.03
0.46
-0.21
4.55
0.65
4.00
0.86
16Pramerica Sicav Euro High Yield I
LU1589372041
80422.84
5.20
-0.02
-0.69
0.00
0.00
0.00
0.00
17Amundi Fds II Optimal Yield E EUR ND
LU0229386650
80318.16
0.52
-0.24
-0.91
3.49
-0.41
2.68
-0.46
18Danske Invest Euro HY Obl Akk KL DKK h
DK0060497378
77417.88
0.24
-1.26
-1.93
4.05
0.16
3.05
-0.09
19Allianz Euro High Yield RC
FR0010032326
69517.05
-0.59
1.66
0.99
3.90
0.01
3.44
0.30
20JPM Europe High Yld Bd A (dist) EUR
LU0091079839
69018.92
1.28
0.81
0.14
3.67
-0.23
3.44
0.31

MiFID II is HERE


Top Performing HY € Funds: Total Returns /α (%)

Top performing HY Euro corporate bond funds, ranked by rolling 1 year performance.

RankFund /
ISIN
Size
(€mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1Switzerland Inv - Fixed Inc H/Y HAIG B
LU0382169703
5627.68
10.04
9.55
8.88
10.89
7.00
3.91
0.77
2Aegon European High Yield Bond I EUR Acc
IE00BZ005G52
19224.61
6.97
3.86
3.19
0.00
0.00
0.00
0.00
3Janus Henderson Hrzn Euro HY Bd I2 EUR
LU0828818087
31822.75
5.11
3.52
2.85
5.65
1.75
4.96
1.83
4Threadneedle (Lux) Eurp Hi Yld Bd 3G
LU1829334736
54419.66
2.02
3.52
2.85
5.27
1.37
4.06
0.92
5Kempen (Lux) Euro High Yield LR Acc
LU1626446964
2021.30
3.66
3.37
2.70
0.00
0.00
0.00
0.00
6Oaktree (Lux) Fds - Eur Hi Yld Bd IB
LU0931246770
6623.15
5.51
3.19
2.52
4.55
0.66
3.77
0.64
7M&G European HY Crdt Invm A EUR Acc
LU0895903457
6522.71
5.07
3.18
2.51
5.32
1.43
4.09
0.95
8BFC Masterfund High Yield LowVol EUR
LI0012044413
1011.73
-5.91
2.93
2.26
1.47
-2.43
0.99
-2.15
9FP Shenkman Hansa High Yield
GB00B45PPM41
4019.52
1.88
2.93
2.26
3.55
-0.35
2.65
-0.49
10Nordea 1 - European High Yld Bd BI EUR
LU0141799097
447823.99
6.35
2.92
2.25
5.32
1.42
4.71
1.57
11Barings European High Yield Bd S EUR Acc
IE00B460MY98
46426.94
9.30
2.83
2.17
5.32
1.42
5.00
1.86
12Invesco Euro High Yield Bond Z EUR Acc
LU1603800555
1420.45
2.81
2.71
2.04
0.00
0.00
0.00
0.00
13Ellipsis High Yield Fund IEUR
FR0011122019
7317.05
-0.59
2.63
1.97
3.81
-0.08
3.41
0.27
14Candriam Bds Euro High Yld C EUR Cap
LU0012119607
235119.61
1.97
2.61
1.94
3.99
0.09
4.23
1.10
15PGIM European BB-B HY Bd EUR I Acc
IE00BD1DGT97
2222.46
4.82
2.60
1.93
0.00
0.00
0.00
0.00
16Nordea Invest Euro High Yield Bonds
DK0016306798
31022.72
5.08
2.43
1.77
4.91
1.02
4.30
1.16
17ICG High Yield A EUR Acc
IE00B906YW07
021.03
3.39
2.30
1.63
4.24
0.34
2.86
-0.27
18DPAM L Bonds EUR Corporate High Yield A
LU0966248915
16522.98
5.34
2.27
1.60
5.34
1.45
5.50
2.36
19Neuberger Berman Eurp HY Bd EUR I Acc
IE00BNH72V92
2720.55
2.91
2.25
1.58
4.76
0.86
0.00
0.00
20Nykredit Invest Engros European HY SRI
DK0016028020
29620.28
2.64
2.24
1.57
4.06
0.16
2.73
-0.40

All Fund performance tables: Investment Grade EUR | Investment Grade GBP | High Yield EUR | High Yield GBP

Table information: European domiciled funds in Morningstar Category EUR High Yield Bond, Oldest share class, All figures EUR (€), Total returns annualised, as at last month end. Alpha is the measure of an investment’s return in excess of the Morningstar Category average.

Fund sizes are as reported by the management groups and the latest available to Morningstar. The Morningstar Rating is calculated based on a fund’s total returns, adjusted for risk and sales charges, relative to other funds in its Morningstar Category, based on a weighted average of a fund’s 3-, 5-, and ten-year ratings, depending on the length of its record.

Data source: © 2017 Morningstar, Inc. All rights reserved.

The information contained herein:

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