HY Sterling Fund Performance

All figures are to month-end June 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
13168.74
-0.24
4.01
-0.42
6.08
0.74
3.45
-0.24
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
77010.69
1.71
6.56
2.12
5.74
0.40
4.06
0.38
3Baillie Gifford High Yield Bond B Inc
GB0030816713
63913.15
4.17
6.73
2.29
6.91
1.57
4.12
0.44
4Schroder High Yield Opportunities Acc
GB0009505693
6145.09
-3.89
2.38
-2.06
5.70
0.36
4.63
0.95
5SLI Higher Income Inst Acc
GB0000936244
42610.46
1.48
4.94
0.50
5.18
-0.16
3.73
0.04
6Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
1598.74
-0.24
2.89
-1.54
4.75
-0.59
0.24
-3.45
7BNY Mellon Global High Yield Bd GBP Inc
GB0009633073
15912.02
3.03
6.30
1.86
5.24
-0.10
2.51
-1.18
8Invesco High Yield UK Inc
GB0033049254
1559.60
0.62
3.31
-1.13
5.80
0.46
2.96
-0.73
9Scottish Widows High Income Bd Acc
GB0031643900
1207.84
-1.14
3.47
-0.96
3.91
-1.42
0.61
-3.07
10Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
10210.68
1.70
4.75
0.31
4.21
-1.13
3.74
0.06
11Marlborough High Yield Fixed Int A Inc
GB00B03TN153
07410.93
1.95
2.87
-1.56
4.86
-0.48
3.33
-0.36
12Aberdeen European High Yield Bond A Acc
GB00B5968F40
05710.47
1.49
2.60
-1.84
4.08
-1.26
3.15
-0.53
13Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
05410.32
1.34
7.19
2.75
5.41
0.07
4.10
0.42
14BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
03010.86
1.88
6.22
1.78
5.00
-0.33
3.11
-0.58
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
0009.38
0.40
2.08
-2.36
3.69
-1.65
0.00
0.00
17Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
7.73
-1.25
1.55
-2.89
3.38
-1.96
1.83
-1.85
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
7.59
-1.39
5.46
1.02
3.66
-1.68
2.54
-1.15

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
1Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
05410.32
1.34
7.19
2.75
5.41
0.07
4.10
0.42
2Baillie Gifford High Yield Bond B Inc
GB0030816713
63913.15
4.17
6.73
2.29
6.91
1.57
4.12
0.44
3Threadneedle HY Bd Ins Inc GBP
GB0008371121
77010.69
1.71
6.56
2.12
5.74
0.40
4.06
0.38
4BNY Mellon Global High Yield Bd GBP Inc
GB0009633073
15912.02
3.03
6.30
1.86
5.24
-0.10
2.51
-1.18
5BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
03010.86
1.88
6.22
1.78
5.00
-0.33
3.11
-0.58
6St James's International Corp Bd Acc
GB00B62VYF56
0007.59
-1.39
5.46
1.02
3.66
-1.68
2.54
-1.15
7SLI Higher Income Inst Acc
GB0000936244
42610.46
1.48
4.94
0.50
5.18
-0.16
3.73
0.04
8Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
10210.68
1.70
4.75
0.31
4.21
-1.13
3.74
0.06
9L&G High Income I Acc
GB00B0CNHJ41
13168.74
-0.24
4.01
-0.42
6.08
0.74
3.45
-0.24
10Scottish Widows High Income Bd Acc
GB0031643900
1207.84
-1.14
3.47
-0.96
3.91
-1.42
0.61
-3.07
11Invesco High Yield UK Inc
GB0033049254
1559.60
0.62
3.31
-1.13
5.80
0.46
2.96
-0.73
12Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
1598.74
-0.24
2.89
-1.54
4.75
-0.59
0.24
-3.45
13Marlborough High Yield Fixed Int A Inc
GB00B03TN153
07410.93
1.95
2.87
-1.56
4.86
-0.48
3.33
-0.36
14Aberdeen European High Yield Bond A Acc
GB00B5968F40
05710.47
1.49
2.60
-1.84
4.08
-1.26
3.15
-0.53
15Schroder High Yield Opportunities Acc
GB0009505693
6145.09
-3.89
2.38
-2.06
5.70
0.36
4.63
0.95
16Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
0009.38
0.40
2.08
-2.36
3.69
-1.65
0.00
0.00
17Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
7.73
-1.25
1.55
-2.89
3.38
-1.96
1.83
-1.85
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:

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