HY Sterling Fund Performance

All figures are to month-end April 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 Trust I Acc
GB00B0CNHJ41
1374-7.27
-4.53
3.72
1.42
5.76
1.35
5.88
1.03
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
760-0.29
2.46
3.88
1.58
4.80
0.38
5.70
0.86
3Schroder High Yield Opportunities Acc
GB0009505693
646-2.58
0.16
5.22
2.92
7.41
3.00
7.67
2.82
4L&G Global High Yield Bond Z GBP Acc
LU1223273456
55511.27
14.02
-0.22
-2.52
0.00
0.00
0.00
0.00
5SLI Higher Income Inst Acc
GB0000936244
4420.00
2.74
3.22
0.92
4.93
0.52
5.78
0.93
6Baillie Gifford High Yield Bond B Inc
GB0030816713
428-1.87
0.87
4.86
2.55
5.79
1.37
5.76
0.91
7Old Mutual Bond 3 A GBP Inc
GB00B05K6392
189-18.85
-16.11
-5.56
-7.86
2.55
-1.87
0.66
-4.18
8IP High Yield Inc
GB0033049254
168-3.00
-0.26
5.53
3.23
4.46
0.04
5.06
0.21
9Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
150-3.14
-0.39
1.45
-0.85
4.37
-0.04
6.21
1.36
10Scottish Widows High Income Bd Acc
GB0031643900
133-4.89
-2.15
1.37
-0.93
1.93
-2.49
2.59
-2.26
11Newton Global High Yield Bond GBP Inc
GB0009633073
131-4.18
-1.44
1.15
-1.15
4.12
-0.29
3.57
-1.28
12RBS High Yield 1
GB0033520213
087-3.12
-0.38
0.80
-1.50
3.75
-0.67
4.70
-0.14
13Marlborough High Yield Fixed Int A Inc
GB00B03TN153
080-0.32
2.42
3.75
1.45
5.37
0.95
5.49
0.65
14Aberdeen European High Yield Bond A Acc
GB00B5968F40
0681.19
3.93
4.10
1.80
5.29
0.87
5.72
0.88
15F&C Maximum Income Bond 1
GB0002053006
041-4.27
-1.52
2.36
0.06
3.59
-0.83
4.33
-0.52
16Old Mutual Threadneedle HY Bd A GBP Inc
GB00B8SZLY38
021-0.48
2.26
3.42
1.12
4.54
0.13
5.57
0.73
17Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
-1.79
0.95
2.91
0.61
0.00
0.00
0.00
0.00
18Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
-1.48
1.26
2.51
0.21
3.25
-1.17
0.00
0.00
19NatWest High Yield NAV
GB0033617373
-3.12
-0.38
0.80
-1.50
3.75
-0.67
4.70
-0.14
20St James's International Corp Bd Acc
GB00B62VYF56
-3.70
-0.96
0.54
-1.76
3.28
-1.14
4.09
-0.75

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
1IP High Yield Inc
GB0033049254
168-3.00
-0.26
5.53
3.23
4.46
0.04
5.06
0.21
2Schroder High Yield Opportunities Acc
GB0009505693
646-2.58
0.16
5.22
2.92
7.41
3.00
7.67
2.82
3Baillie Gifford High Yield Bond B Inc
GB0030816713
428-1.87
0.87
4.86
2.55
5.79
1.37
5.76
0.91
4Aberdeen European High Yield Bond A Acc
GB00B5968F40
0681.19
3.93
4.10
1.80
5.29
0.87
5.72
0.88
5Threadneedle HY Bd Ins Inc GBP
GB0008371121
760-0.29
2.46
3.88
1.58
4.80
0.38
5.70
0.86
6Marlborough High Yield Fixed Int A Inc
GB00B03TN153
080-0.32
2.42
3.75
1.45
5.37
0.95
5.49
0.65
7L&G High Income Trust I Acc
GB00B0CNHJ41
1374-7.27
-4.53
3.72
1.42
5.76
1.35
5.88
1.03
8Old Mutual Threadneedle HY Bd A GBP Inc
GB00B8SZLY38
021-0.48
2.26
3.42
1.12
4.54
0.13
5.57
0.73
9SLI Higher Income Inst Acc
GB0000936244
4420.00
2.74
3.22
0.92
4.93
0.52
5.78
0.93
10Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
000-1.79
0.95
2.91
0.61
0.00
0.00
0.00
0.00
11Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
000-1.48
1.26
2.51
0.21
3.25
-1.17
0.00
0.00
12F&C Maximum Income Bond 1
GB0002053006
041-4.27
-1.52
2.36
0.06
3.59
-0.83
4.33
-0.52
13Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
150-3.14
-0.39
1.45
-0.85
4.37
-0.04
6.21
1.36
14Scottish Widows High Income Bd Acc
GB0031643900
133-4.89
-2.15
1.37
-0.93
1.93
-2.49
2.59
-2.26
15Newton Global High Yield Bond GBP Inc
GB0009633073
131-4.18
-1.44
1.15
-1.15
4.12
-0.29
3.57
-1.28
16NatWest High Yield NAV
GB0033617373
000-3.12
-0.38
0.80
-1.50
3.75
-0.67
4.70
-0.14
17RBS High Yield 1
GB0033520213
-3.12
-0.38
0.80
-1.50
3.75
-0.67
4.70
-0.14
18St James's International Corp Bd Acc
GB00B62VYF56
-3.70
-0.96
0.54
-1.76
3.28
-1.14
4.09
-0.75
19L&G Global High Yield Bond Z GBP Acc
LU1223273456
11.27
14.02
-0.22
-2.52
0.00
0.00
0.00
0.00
20Old Mutual Bond 3 A GBP Inc
GB00B05K6392
-18.85
-16.11
-5.56
-7.86
2.55
-1.87
0.66
-4.18

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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