HY Euro Fund Performance

All figures are to month-end July 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
49044.70
-0.02
5.02
2.00
5.06
1.47
4.88
1.60
2Fidelity European Hi Yld A-Dis-EUR
LU0110060430
26718.91
4.19
4.91
1.90
4.17
0.58
2.99
-0.30
3Candriam Bds Euro High Yld C EUR Cap
LU0012119607
26588.36
3.64
5.67
2.66
4.11
0.52
4.40
1.12
4AXAIMFIIS Europe Short Dur HY A Cap EUR
LU0658025209
24092.40
-2.32
1.63
-1.39
1.77
-1.82
2.34
-0.95
5DWS Invest Euro High Yield Corp LD
LU0616839766
21812.66
-2.06
3.03
0.02
4.14
0.55
4.67
1.38
6UBS (Lux) BF Euro Hi Yld € P-acc
LU0086177085
20505.30
0.57
3.40
0.38
4.22
0.63
3.33
0.04
7Pictet-EUR Short Term High Yield I EUR
LU0726357444
19402.87
-1.86
1.71
-1.31
1.46
-2.13
1.80
-1.48
8HSBC GIF Euro High Yield Bond AD
LU0165128421
18629.53
4.81
5.15
2.14
3.59
0.00
3.66
0.37
9ODDO BHF Euro Credit Short Dur DP-EUR
LU0628638388
14911.70
-3.03
1.15
-1.87
1.18
-2.41
1.56
-1.73
10Schroder ISF EURO Hi Yld C Acc EUR
LU0849400030
14792.07
-2.65
2.15
-0.86
4.44
0.85
4.71
1.42
11Muzinich Europeyield HEUR Acc A
IE0005315449
10365.71
0.99
3.95
0.93
4.29
0.70
4.49
1.20
12Evli European High Yield A
FI0008803911
9342.88
-1.85
2.35
-0.67
4.14
0.55
3.94
0.65
13MS INVF European HY Bd I
LU0073255688
8926.89
2.17
3.80
0.79
4.37
0.78
3.91
0.62
14AS SICAV I SelEuro HYBd A Acc EUR
LU0119176310
8913.31
-1.41
1.13
-1.89
2.92
-0.67
3.23
-0.06
15Danske Invest Euro HY Obl Akk KL DKK h
DK0060497378
7846.86
2.14
1.54
-1.48
3.99
0.40
3.19
-0.09
16Amundi Fds Optimal Yield E2 EUR C
LU1883337377
7675.88
1.16
2.96
-0.06
3.06
-0.53
2.82
-0.47
17Amundi Fds Euro HY Bd I EUR C
LU0119109980
7547.97
3.25
5.05
2.03
4.09
0.50
3.64
0.35
18Pictet-EUR High Yield I
LU0133806785
7059.09
4.37
5.10
2.08
4.50
0.92
3.43
0.14
19Pramerica Sicav Euro High Yield I
LU1589372041
6774.71
-0.02
2.89
-0.13
0.00
0.00
0.00
0.00
20JPM Europe High Yld Bd A (dist) EUR
LU0091079839
6628.56
3.84
3.96
0.95
3.72
0.13
3.70
0.41

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
570.00
-4.72
7.51
4.49
8.88
5.30
3.70
0.41
2Kempen (Lux) Euro High Yield LR Acc
LU1626446964
2212.99
8.27
7.32
4.31
0.00
0.00
0.00
0.00
3DPAM L Bonds Higher Yield B
LU0138645519
17414.64
9.92
7.09
4.07
4.14
0.55
4.63
1.34
4M&G European High Yield Bond GBP X Acc
GB0031288029
339.98
5.26
6.20
3.19
4.32
0.73
2.84
-0.45
5DPAM L Bonds EUR Corporate High Yield A
LU0966248915
2559.67
4.95
6.07
3.06
4.90
1.31
5.57
2.28
6Threadneedle (Lux) Eurp Hi Yld Bd 3G
LU1829334736
4956.88
2.16
5.85
2.84
4.77
1.18
4.28
0.99
7Janus Henderson Hrzn Euro HY Bd I2 EUR
LU0828818087
4026.73
2.01
5.77
2.76
5.42
1.83
5.03
1.74
8Candriam Bds Euro High Yld C EUR Cap
LU0012119607
26588.36
3.64
5.67
2.66
4.11
0.52
4.40
1.12
9Fidelity Instl European Hi Yld I-Acc-EUR
LU0528224321
309.37
4.64
5.59
2.57
4.63
1.04
4.13
0.84
10M&G European HY Crdt Invm A EUR Acc
LU0895903457
835.49
0.77
5.43
2.41
4.89
1.30
4.30
1.01
11Neuberger Berman Eurp HY Bd EUR I Acc
IE00BNH72V92
287.17
2.45
5.43
2.41
4.33
0.74
4.23
0.95
12PGIM European BB-B HY Bd EUR I Acc
IE00BD1DGT97
227.28
2.56
5.39
2.37
0.00
0.00
0.00
0.00
13Nordea Euro Yrityslaina Plus T EUR
FI0008808837
646.97
2.25
5.35
2.33
5.69
2.10
4.98
1.69
14Aegon European High Yield Bond I EUR Acc
IE00BZ005G52
2075.41
0.68
5.31
2.29
0.00
0.00
0.00
0.00
15Oaktree (Lux) Fds - Eur Hi Yld Bd IB
LU0931246770
665.93
1.21
5.27
2.25
4.33
0.74
4.06
0.77
16BGF European High Yield Bond D2 EUR
LU1191877965
697.79
3.07
5.24
2.23
5.23
1.65
0.00
0.00
17Regard Haut Rendement H
FR0011089812
868.30
3.57
5.21
2.19
4.01
0.42
4.00
0.71
18HSBC GIF Euro High Yield Bond AD
LU0165128421
18629.53
4.81
5.15
2.14
3.59
0.00
3.66
0.37
19Allianz Euro High Yield Bond IT EUR
LU0482910402
1968.80
4.07
5.14
2.12
3.97
0.38
3.93
0.64
20Pictet-EUR High Yield I
LU0133806785
7059.09
4.37
5.10
2.08
4.50
0.92
3.43
0.14

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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