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
1Nordea 1 - European High Yld Bd BI EUR
LU0141799097
495413.51
1.36
5.02
1.47
4.60
1.39
4.91
1.64
2Candriam Bds Euro High Yld C EUR Cap
LU0012119607
271215.53
3.38
6.31
2.75
3.82
0.61
4.40
1.12
3Fidelity European Hi Yld A-Dis-EUR
LU0110060430
270316.09
3.95
6.65
3.10
3.53
0.32
3.01
-0.27
4AXAIMFIIS Europe Short Dur HY A Cap EUR
LU0658025209
24146.92
-5.23
1.72
-1.83
1.61
-1.60
2.31
-0.96
5DWS Invest Euro High Yield Corp LD
LU0616839766
218612.12
-0.03
3.26
-0.29
3.57
0.36
4.57
1.30
6UBS (Lux) BF Euro Hi Yld € P-acc
LU0086177085
206315.42
3.28
4.45
0.90
3.81
0.60
3.39
0.11
7Pictet-EUR Short Term High Yield I EUR
LU0726357444
19485.72
-6.42
1.86
-1.70
1.45
-1.76
1.74
-1.53
8HSBC GIF Euro High Yield Bond AD
LU0165128421
190216.10
3.96
6.00
2.45
3.25
0.04
3.69
0.42
9ODDO BHF Euro Credit Short Dur DP-EUR
LU0628638388
16624.45
-7.69
1.25
-2.30
1.08
-2.13
1.55
-1.73
10Schroder ISF EURO Hi Yld C Acc EUR
LU0849400030
14688.40
-3.74
2.19
-1.36
3.59
0.38
4.52
1.24
11Muzinich Europeyield HEUR Acc A
IE0005315449
103314.71
2.56
4.51
0.96
3.92
0.71
4.42
1.14
12Evli European High Yield A
FI0008803911
9349.21
-2.94
2.54
-1.01
3.59
0.38
3.88
0.60
13MS INVF European HY Bd I
LU0073255688
89816.14
3.99
4.62
1.07
3.81
0.60
3.95
0.68
14AS SICAV I SelEuro HYBd A Acc EUR
LU0119176310
8329.88
-2.26
1.50
-2.05
2.43
-0.78
3.33
0.06
15Danske Invest Euro HY Obl Akk KL DKK h
DK0060497378
76217.12
4.97
3.00
-0.55
3.76
0.55
3.28
0.01
16Amundi Fds Optimal Yield E2 EUR C
LU1883337377
76213.24
1.09
4.00
0.45
2.70
-0.51
2.82
-0.46
17Amundi Fds Euro HY Bd I EUR C
LU0119109980
75017.71
5.56
5.92
2.37
3.81
0.60
3.66
0.39
18Pictet-EUR High Yield I
LU0133806785
71217.49
5.34
6.07
2.52
4.13
0.92
3.38
0.11
19Pramerica Sicav Euro High Yield I
LU1589372041
68114.53
2.38
3.82
0.27
0.00
0.00
0.00
0.00
20JPM Europe High Yld Bd A (dist) EUR
LU0091079839
64816.52
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.

RankFund /
ISIN
Size
(€mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1DPAM L Bonds Higher Yield B
LU0138645519
17425.28
13.13
8.37
4.82
4.04
0.83
4.63
1.35
2Kempen (Lux) Euro High Yield LR Acc
LU1626446964
2218.56
6.41
8.01
4.46
0.00
0.00
0.00
0.00
3DPAM L Bonds EUR Corporate High Yield A
LU0966248915
32019.68
7.53
7.01
3.45
4.60
1.39
5.70
2.43
4Switzerland Inv - Fixed Inc H/Y HAIG B
LU0382169703
570.23
-11.92
6.92
3.37
8.18
4.97
3.63
0.36
5Fidelity European Hi Yld A-Dis-EUR
LU0110060430
270316.09
3.95
6.65
3.10
3.53
0.32
3.01
-0.27
6Fidelity Instl European Hi Yld I-Acc-EUR
LU0528224321
3214.75
2.60
6.46
2.91
4.15
0.94
4.22
0.95
7Candriam Bds Euro High Yld C EUR Cap
LU0012119607
271215.53
3.38
6.31
2.75
3.82
0.61
4.40
1.12
8M&G European HY Crdt Invm A EUR Acc
LU0895903457
9015.96
3.81
6.29
2.74
4.29
1.08
4.35
1.07
9Neuberger Berman Eurp HY Bd EUR I Acc
IE00BNH72V92
3215.24
3.10
6.29
2.74
4.06
0.85
4.29
1.02
10Regard Haut Rendement H
FR0011089812
8715.84
3.69
6.27
2.72
3.85
0.64
4.04
0.77
11CNP-Assur-Euro-HY A/I
FR0000443772
7516.43
4.28
6.23
2.68
4.91
1.70
4.44
1.16
12Amundi Rspnb Investing Eurp HY SRI IC
FR0013340932
8117.05
4.90
6.15
2.60
0.00
0.00
0.00
0.00
13Oaktree (Lux) Fds - Eur Hi Yld Bd IB
LU0931246770
6615.96
3.82
6.11
2.56
3.96
0.75
4.04
0.76
14Aegon European High Yield Bond I EUR Acc
IE00BZ005G52
21017.03
4.88
6.09
2.54
0.00
0.00
0.00
0.00
15Pictet-EUR High Yield I
LU0133806785
71217.49
5.34
6.07
2.52
4.13
0.92
3.38
0.11
16BGF European High Yield Bond D2 EUR
LU1191877965
7115.41
3.27
6.04
2.49
4.88
1.67
0.00
0.00
17HSBC GIF Euro High Yield Bond AD
LU0165128421
190216.10
3.96
6.00
2.45
3.25
0.04
3.69
0.42
18Janus Henderson Hrzn Euro HY Bd I2 EUR
LU0828818087
39313.36
1.21
5.95
2.40
4.70
1.49
5.02
1.74
19Amundi Fds Euro HY Bd I EUR C
LU0119109980
75017.71
5.56
5.92
2.37
3.81
0.60
3.66
0.39
20PGIM European BB-B HY Bd EUR I Acc
IE00BD1DGT97
2514.41
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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