HY Sterling Fund Performance

All figures are to month-end November 2017
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
14039.88
8.38
11.71
3.97
7.20
1.76
7.08
0.84
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
7905.08
3.57
8.11
0.37
5.80
0.37
6.78
0.53
3L&G Global High Yield Bond Z GBP Acc
LU1223273456
593-8.43
-9.94
4.19
-3.56
0.00
0.00
0.00
0.00
4Schroder High Yield Opportunities Acc
GB0009505693
5326.78
5.28
10.25
2.51
8.49
3.06
8.52
2.27
5Baillie Gifford High Yield Bond B Inc
GB0030816713
4627.40
5.90
9.69
1.95
6.23
0.80
7.24
0.99
6SLI Higher Income Inst Acc
GB0000936244
4534.39
2.89
7.40
-0.34
6.09
0.66
7.12
0.88
7Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
1801.16
-0.34
5.87
-1.88
6.20
0.77
7.76
1.51
8IP High Yield Inc
GB0033049254
1596.47
4.97
11.68
3.94
5.51
0.08
6.63
0.38
9Scottish Widows High Income Bd Acc
GB0031643900
1403.88
2.38
7.30
-0.44
2.36
-3.07
3.73
-2.52
10Newton Global High Yield Bond GBP Inc
GB0009633073
1070.60
-0.90
6.47
-1.27
4.94
-0.50
4.95
-1.30
11Old Mutual Bond 3 A GBP Inc
GB00B05K6392
103-3.12
-4.62
3.26
-4.48
3.58
-1.86
3.38
-2.87
12RBS High Yield 1
GB0033520213
090-4.31
-5.81
5.07
-2.68
4.87
-0.56
6.02
-0.23
13Marlborough High Yield Fixed Int A Inc
GB00B03TN153
0723.79
2.29
9.03
1.29
6.82
1.38
7.19
0.94
14Aberdeen European High Yield Bond A Acc
GB00B5968F40
0673.88
2.38
7.23
-0.52
6.53
1.10
7.27
1.02
15F&C Maximum Income Bond 1
GB0002053006
0455.16
3.66
8.21
0.47
4.80
-0.64
5.76
-0.49
16Old Mutual Threadneedle HY Bd A GBP Inc
GB00B8SZLY38
0224.22
2.72
8.41
0.66
5.70
0.26
0.00
0.00
17Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
2.30
0.80
7.84
0.09
0.00
0.00
0.00
0.00
18Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
2.06
0.56
7.36
-0.39
4.54
-0.90
0.00
0.00
19NatWest High Yield NAV
GB0033617373
-4.31
-5.81
5.07
-2.68
4.87
-0.56
6.02
-0.23
20St James's International Corp Bd Acc
GB00B62VYF56
1.89
0.39
5.70
-2.04
4.72
-0.71
5.71
-0.54

MiFID II Countdown

Days
Hours
Minutes
Seconds

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 High Income I Acc
GB00B0CNHJ41
14039.88
8.38
11.71
3.97
7.20
1.76
7.08
0.84
2IP High Yield Inc
GB0033049254
1596.47
4.97
11.68
3.94
5.51
0.08
6.63
0.38
3Schroder High Yield Opportunities Acc
GB0009505693
5326.78
5.28
10.25
2.51
8.49
3.06
8.52
2.27
4Baillie Gifford High Yield Bond B Inc
GB0030816713
4627.40
5.90
9.69
1.95
6.23
0.80
7.24
0.99
5Marlborough High Yield Fixed Int A Inc
GB00B03TN153
0723.79
2.29
9.03
1.29
6.82
1.38
7.19
0.94
6Old Mutual Threadneedle HY Bd A GBP Inc
GB00B8SZLY38
0224.22
2.72
8.41
0.66
5.70
0.26
0.00
0.00
7F&C Maximum Income Bond 1
GB0002053006
0455.16
3.66
8.21
0.47
4.80
-0.64
5.76
-0.49
8Threadneedle HY Bd Ins Inc GBP
GB0008371121
7905.08
3.57
8.11
0.37
5.80
0.37
6.78
0.53
9Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
0002.30
0.80
7.84
0.09
0.00
0.00
0.00
0.00
10SLI Higher Income Inst Acc
GB0000936244
4534.39
2.89
7.40
-0.34
6.09
0.66
7.12
0.88
11Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
0002.06
0.56
7.36
-0.39
4.54
-0.90
0.00
0.00
12Scottish Widows High Income Bd Acc
GB0031643900
1403.88
2.38
7.30
-0.44
2.36
-3.07
3.73
-2.52
13Aberdeen European High Yield Bond A Acc
GB00B5968F40
0673.88
2.38
7.23
-0.52
6.53
1.10
7.27
1.02
14Newton Global High Yield Bond GBP Inc
GB0009633073
1070.60
-0.90
6.47
-1.27
4.94
-0.50
4.95
-1.30
15Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
1801.16
-0.34
5.87
-1.88
6.20
0.77
7.76
1.51
16St James's International Corp Bd Acc
GB00B62VYF56
0001.89
0.39
5.70
-2.04
4.72
-0.71
5.71
-0.54
17NatWest High Yield NAV
GB0033617373
-4.31
-5.81
5.07
-2.68
4.87
-0.56
6.02
-0.23
18RBS High Yield 1
GB0033520213
-4.31
-5.81
5.07
-2.68
4.87
-0.56
6.02
-0.23
19L&G Global High Yield Bond Z GBP Acc
LU1223273456
-8.43
-9.94
4.19
-3.56
0.00
0.00
0.00
0.00
20Old Mutual Bond 3 A GBP Inc
GB00B05K6392
-3.12
-4.62
3.26
-4.48
3.58
-1.86
3.38
-2.87

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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