HY Sterling 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 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
13529.05
-3.57
2.49
-1.71
4.30
0.33
3.48
-0.41
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
81316.43
3.80
6.39
2.19
4.74
0.77
4.34
0.45
3Baillie Gifford High Yield Bond B Inc
GB0030816713
70114.65
2.03
6.77
2.57
5.52
1.55
4.41
0.52
4Schroder High Yield Opportunities Acc
GB0009505693
5692.99
-9.63
-0.22
-4.42
3.37
-0.59
4.35
0.46
5ASI High Yield Bd Ins Acc £ UnH
GB0000936244
43213.73
1.10
4.65
0.45
4.19
0.22
4.04
0.16
6BNY Mellon Global High Yield Bd GBP Inc
GB0009633073
15815.72
3.10
7.17
2.97
3.96
-0.01
2.99
-0.90
7Invesco High Yield UK Inc
GB0033049254
15811.01
-1.62
2.75
-1.45
4.37
0.40
3.14
-0.75
8Scottish Widows High Income Bd Acc
GB0031643900
11811.17
-1.46
3.22
-0.98
2.68
-1.29
1.03
-2.85
9Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
09917.00
4.38
5.33
1.13
3.11
-0.85
4.13
0.24
10Marlborough High Yield Fixed Int A Inc
GB00B03TN153
07412.93
0.31
2.72
-1.48
3.75
-0.22
3.68
-0.21
11Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
05910.93
-1.70
3.09
-1.11
2.68
-1.29
0.61
-3.28
12ASI Eurpan High Yield Bd A Acc
GB00B5968F40
05413.85
1.22
2.52
-1.68
3.18
-0.78
3.52
-0.37
13Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
05217.19
4.56
7.09
2.89
4.43
0.47
4.29
0.40
14BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
03114.59
1.96
6.14
1.94
3.77
-0.19
3.36
-0.53
15Man GLG High Yield Opports Profl Acc C
GB00BJK3W057
0000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
16Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
00012.64
0.01
2.01
-2.19
2.83
-1.13
0.00
0.00
17Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
11.41
-1.21
1.39
-2.81
2.66
-1.31
2.43
-1.46
18NatWest High Yield NAV
GB0033617373
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
19St James's International Corp Bd Acc
GB00B62VYF56
13.24
0.62
5.31
1.11
2.74
-1.23
2.87
-1.02

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
1BNY Mellon Global High Yield Bd GBP Inc
GB0009633073
15815.72
3.10
7.17
2.97
3.96
-0.01
2.99
-0.90
2Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
05217.19
4.56
7.09
2.89
4.43
0.47
4.29
0.40
3Baillie Gifford High Yield Bond B Inc
GB0030816713
70114.65
2.03
6.77
2.57
5.52
1.55
4.41
0.52
4Threadneedle HY Bd Ins Inc GBP
GB0008371121
81316.43
3.80
6.39
2.19
4.74
0.77
4.34
0.45
5BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
03114.59
1.96
6.14
1.94
3.77
-0.19
3.36
-0.53
6Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
09917.00
4.38
5.33
1.13
3.11
-0.85
4.13
0.24
7St James's International Corp Bd Acc
GB00B62VYF56
00013.24
0.62
5.31
1.11
2.74
-1.23
2.87
-1.02
8ASI High Yield Bd Ins Acc £ UnH
GB0000936244
43213.73
1.10
4.65
0.45
4.19
0.22
4.04
0.16
9Scottish Widows High Income Bd Acc
GB0031643900
11811.17
-1.46
3.22
-0.98
2.68
-1.29
1.03
-2.85
10Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
05910.93
-1.70
3.09
-1.11
2.68
-1.29
0.61
-3.28
11Invesco High Yield UK Inc
GB0033049254
15811.01
-1.62
2.75
-1.45
4.37
0.40
3.14
-0.75
12Marlborough High Yield Fixed Int A Inc
GB00B03TN153
07412.93
0.31
2.72
-1.48
3.75
-0.22
3.68
-0.21
13ASI Eurpan High Yield Bd A Acc
GB00B5968F40
05413.85
1.22
2.52
-1.68
3.18
-0.78
3.52
-0.37
14L&G High Income I Acc
GB00B0CNHJ41
13529.05
-3.57
2.49
-1.71
4.30
0.33
3.48
-0.41
15Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
00012.64
0.01
2.01
-2.19
2.83
-1.13
0.00
0.00
16Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
00011.41
-1.21
1.39
-2.81
2.66
-1.31
2.43
-1.46
17Schroder High Yield Opportunities Acc
GB0009505693
2.99
-9.63
-0.22
-4.42
3.37
-0.59
4.35
0.46
18Man GLG High Yield Opports Profl Acc C
GB00BJK3W057
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
19NatWest High Yield NAV
GB0033617373
0.00
0.00
0.00
0.00
0.00
0.00
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 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: © 2019 Morningstar, Inc. All rights reserved.

The information contained herein:

(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Important note regarding third party indices:  Morningstar does not own any third party index data (S&P, FTSE, MSCI), so cannot authorise its use. The journalists should contact each vendor directly to get authorisation for the data they require.

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