HY Sterling Fund Performance

All figures are to month-end October 2018
Jump to: Top Performing HY £ Funds


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

Performance of the largest HY Sterling corporate bond funds ordered by assets under management (AUM).

#Fund /
ISIN
Size
(£mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1L&G High Income I Acc
GB00B0CNHJ41
1349-6.58
0.00
-2.62
0.00
5.29
0.00
4.08
0.00
2Schroder High Yield Opportunities Acc
GB0009505693
753-6.27
0.00
-0.74
0.00
5.87
0.00
5.74
0.00
3Threadneedle HY Bd Ins Inc GBP
GB0008371121
7180.11
0.00
0.37
0.00
4.36
0.00
4.08
0.00
4L&G Global High Yield Bond Z GBP Acc
LU1223273456
6008.14
0.00
4.35
0.00
15.48
0.00
0.00
0.00
5Baillie Gifford High Yield Bond B Inc
GB0030816713
473-1.41
0.00
-0.16
0.00
5.49
0.00
4.22
0.00
6SLI Higher Income Inst Acc
GB0000936244
4650.28
0.00
0.50
0.00
4.76
0.00
4.24
0.00
7Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
189-9.05
0.00
-6.13
0.00
3.28
0.00
-0.09
0.00
8Invesco High Yield UK Inc
GB0033049254
183-4.39
0.00
-1.90
0.00
4.16
0.00
3.16
0.00
9Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
135-1.69
0.00
-2.04
0.00
3.51
0.00
4.41
0.00
10Newton Global High Yield Bond GBP Inc
GB0009633073
125-2.55
0.00
-1.84
0.00
4.62
0.00
2.21
0.00
11Scottish Widows High Income Bd Acc
GB0031643900
124-4.45
0.00
-2.95
0.00
2.21
0.00
1.12
0.00
12RBS High Yield 1
GB0033520213
0820.29
0.00
-0.56
0.00
4.04
0.00
3.98
0.00
13Marlborough High Yield Fixed Int A Inc
GB00B03TN153
079-1.80
0.00
-1.16
0.00
4.41
0.00
3.97
0.00
14Aberdeen European High Yield Bond A Acc
GB00B5968F40
064-1.81
0.00
-1.13
0.00
3.90
0.00
3.87
0.00
15Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
0461.49
0.00
0.10
0.00
4.24
0.00
4.07
0.00
16F&C Maximum Income Bond 1
GB0002053006
036-2.77
0.00
-2.23
0.00
3.53
0.00
3.06
0.00
17Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
-1.98
0.00
-1.52
0.00
0.00
0.00
0.00
0.00
18Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
-2.67
0.00
-2.04
0.00
1.99
0.00
3.09
0.00
19NatWest High Yield NAV
GB0033617373
0.29
0.00
-0.56
0.00
4.04
0.00
3.98
0.00
20St James's International Corp Bd Acc
GB00B62VYF56
-0.54
0.00
-1.53
0.00
2.61
0.00
2.63
0.00

MiFID II is HERE


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

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

RankFund /
ISIN
Size
(£mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1L&G Global High Yield Bond Z GBP Acc
LU1223273456
6008.14
0.00
4.35
0.00
15.48
0.00
0.00
0.00
2SLI Higher Income Inst Acc
GB0000936244
4650.28
0.00
0.50
0.00
4.76
0.00
4.24
0.00
3Threadneedle HY Bd Ins Inc GBP
GB0008371121
7180.11
0.00
0.37
0.00
4.36
0.00
4.08
0.00
4Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
0461.49
0.00
0.10
0.00
4.24
0.00
4.07
0.00
5Baillie Gifford High Yield Bond B Inc
GB0030816713
473-1.41
0.00
-0.16
0.00
5.49
0.00
4.22
0.00
6NatWest High Yield NAV
GB0033617373
0000.29
0.00
-0.56
0.00
4.04
0.00
3.98
0.00
7RBS High Yield 1
GB0033520213
0820.29
0.00
-0.56
0.00
4.04
0.00
3.98
0.00
8Schroder High Yield Opportunities Acc
GB0009505693
753-6.27
0.00
-0.74
0.00
5.87
0.00
5.74
0.00
9Aberdeen European High Yield Bond A Acc
GB00B5968F40
064-1.81
0.00
-1.13
0.00
3.90
0.00
3.87
0.00
10Marlborough High Yield Fixed Int A Inc
GB00B03TN153
079-1.80
0.00
-1.16
0.00
4.41
0.00
3.97
0.00
11Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
000-1.98
0.00
-1.52
0.00
0.00
0.00
0.00
0.00
12St James's International Corp Bd Acc
GB00B62VYF56
000-0.54
0.00
-1.53
0.00
2.61
0.00
2.63
0.00
13Newton Global High Yield Bond GBP Inc
GB0009633073
125-2.55
0.00
-1.84
0.00
4.62
0.00
2.21
0.00
14Invesco High Yield UK Inc
GB0033049254
183-4.39
0.00
-1.90
0.00
4.16
0.00
3.16
0.00
15Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
135-1.69
0.00
-2.04
0.00
3.51
0.00
4.41
0.00
16Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
000-2.67
0.00
-2.04
0.00
1.99
0.00
3.09
0.00
17F&C Maximum Income Bond 1
GB0002053006
-2.77
0.00
-2.23
0.00
3.53
0.00
3.06
0.00
18L&G High Income I Acc
GB00B0CNHJ41
-6.58
0.00
-2.62
0.00
5.29
0.00
4.08
0.00
19Scottish Widows High Income Bd Acc
GB0031643900
-4.45
0.00
-2.95
0.00
2.21
0.00
1.12
0.00
20Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
-9.05
0.00
-6.13
0.00
3.28
0.00
-0.09
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 GBP High Yield Bond, Oldest share class, All figures GBP sterling (£), 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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