HY Euro Fund Performance

All figures are to month-end Aug 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
1 Nordea 1 - European High Yld Bd BI EUR
LU0141799097
4954 13.51
1.36
5.02
1.47
4.60
1.39
4.91
1.64
2 Candriam Bds Euro High Yld C EUR Cap
LU0012119607
2712 15.53
3.38
6.31
2.75
3.82
0.61
4.40
1.12
3 Fidelity European Hi Yld A-Dis-EUR
LU0110060430
2703 16.09
3.95
6.65
3.10
3.53
0.32
3.01
-0.27
4 AXAIMFIIS Europe Short Dur HY A Cap EUR
LU0658025209
2414 6.92
-5.23
1.72
-1.83
1.61
-1.60
2.31
-0.96
5 DWS Invest Euro High Yield Corp LD
LU0616839766
2186 12.12
-0.03
3.26
-0.29
3.57
0.36
4.57
1.30
6 UBS (Lux) BF Euro Hi Yld € P-acc
LU0086177085
2063 15.42
3.28
4.45
0.90
3.81
0.60
3.39
0.11
7 Pictet-EUR Short Term High Yield I EUR
LU0726357444
1948 5.72
-6.42
1.86
-1.70
1.45
-1.76
1.74
-1.53
8 HSBC GIF Euro High Yield Bond AD
LU0165128421
1902 16.10
3.96
6.00
2.45
3.25
0.04
3.69
0.42
9 ODDO BHF Euro Credit Short Dur DP-EUR
LU0628638388
1662 4.45
-7.69
1.25
-2.30
1.08
-2.13
1.55
-1.73
10 Schroder ISF EURO Hi Yld C Acc EUR
LU0849400030
1468 8.40
-3.74
2.19
-1.36
3.59
0.38
4.52
1.24
11 Muzinich Europeyield HEUR Acc A
IE0005315449
1033 14.71
2.56
4.51
0.96
3.92
0.71
4.42
1.14
12 Evli European High Yield A
FI0008803911
934 9.21
-2.94
2.54
-1.01
3.59
0.38
3.88
0.60
13 MS INVF European HY Bd I
LU0073255688
898 16.14
3.99
4.62
1.07
3.81
0.60
3.95
0.68
14 AS SICAV I SelEuro HYBd A Acc EUR
LU0119176310
832 9.88
-2.26
1.50
-2.05
2.43
-0.78
3.33
0.06
15 Danske Invest Euro HY Obl Akk KL DKK h
DK0060497378
762 17.12
4.97
3.00
-0.55
3.76
0.55
3.28
0.01
16 Amundi Fds Optimal Yield E2 EUR C
LU1883337377
762 13.24
1.09
4.00
0.45
2.70
-0.51
2.82
-0.46
17 Amundi Fds Euro HY Bd I EUR C
LU0119109980
750 17.71
5.56
5.92
2.37
3.81
0.60
3.66
0.39
18 Pictet-EUR High Yield I
LU0133806785
712 17.49
5.34
6.07
2.52
4.13
0.92
3.38
0.11
19 Pramerica Sicav Euro High Yield I
LU1589372041
681 14.53
2.38
3.82
0.27
0.00
0.00
0.00
0.00
20 JPM Europe High Yld Bd A (dist) EUR
LU0091079839
648 16.52
4.37
4.52
0.97
3.16
-0.05
3.79
0.52

MiFID II is HERE


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

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

Rank Fund /
ISIN
Size
(€mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1 DPAM L Bonds Higher Yield B
LU0138645519
174 25.28
13.13
8.37
4.82
4.04
0.83
4.63
1.35
2 Kempen (Lux) Euro High Yield LR Acc
LU1626446964
22 18.56
6.41
8.01
4.46
0.00
0.00
0.00
0.00
3 DPAM L Bonds EUR Corporate High Yield A
LU0966248915
320 19.68
7.53
7.01
3.45
4.60
1.39
5.70
2.43
4 Switzerland Inv - Fixed Inc H/Y HAIG B
LU0382169703
57 0.23
-11.92
6.92
3.37
8.18
4.97
3.63
0.36
5 Fidelity European Hi Yld A-Dis-EUR
LU0110060430
2703 16.09
3.95
6.65
3.10
3.53
0.32
3.01
-0.27
6 Fidelity Instl European Hi Yld I-Acc-EUR
LU0528224321
32 14.75
2.60
6.46
2.91
4.15
0.94
4.22
0.95
7 Candriam Bds Euro High Yld C EUR Cap
LU0012119607
2712 15.53
3.38
6.31
2.75
3.82
0.61
4.40
1.12
8 M&G European HY Crdt Invm A EUR Acc
LU0895903457
90 15.96
3.81
6.29
2.74
4.29
1.08
4.35
1.07
9 Neuberger Berman Eurp HY Bd EUR I Acc
IE00BNH72V92
32 15.24
3.10
6.29
2.74
4.06
0.85
4.29
1.02
10 Regard Haut Rendement H
FR0011089812
87 15.84
3.69
6.27
2.72
3.85
0.64
4.04
0.77
11 CNP-Assur-Euro-HY A/I
FR0000443772
75 16.43
4.28
6.23
2.68
4.91
1.70
4.44
1.16
12 Amundi Rspnb Investing Eurp HY SRI IC
FR0013340932
81 17.05
4.90
6.15
2.60
0.00
0.00
0.00
0.00
13 Oaktree (Lux) Fds - Eur Hi Yld Bd IB
LU0931246770
66 15.96
3.82
6.11
2.56
3.96
0.75
4.04
0.76
14 Aegon European High Yield Bond I EUR Acc
IE00BZ005G52
210 17.03
4.88
6.09
2.54
0.00
0.00
0.00
0.00
15 Pictet-EUR High Yield I
LU0133806785
712 17.49
5.34
6.07
2.52
4.13
0.92
3.38
0.11
16 BGF European High Yield Bond D2 EUR
LU1191877965
71 15.41
3.27
6.04
2.49
4.88
1.67
0.00
0.00
17 HSBC GIF Euro High Yield Bond AD
LU0165128421
1902 16.10
3.96
6.00
2.45
3.25
0.04
3.69
0.42
18 Janus Henderson Hrzn Euro HY Bd I2 EUR
LU0828818087
393 13.36
1.21
5.95
2.40
4.70
1.49
5.02
1.74
19 Amundi Fds Euro HY Bd I EUR C
LU0119109980
750 17.71
5.56
5.92
2.37
3.81
0.60
3.66
0.39
20 PGIM European BB-B HY Bd EUR I Acc
IE00BD1DGT97
25 14.41
2.26
5.85
2.30
3.96
0.75
0.00
0.00

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: © 2019 Morningstar, Inc. All rights reserved.

The information contained herein:

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