HY Sterling Fund Performance

All figures are to month-end December 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
1273-19.94
-5.67
-6.16
-2.41
5.79
1.39
3.19
-0.13
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
711-10.56
3.72
-1.61
2.15
4.08
-0.32
3.40
0.07
3Schroder High Yield Opportunities Acc
GB0009505693
669-22.60
-8.33
-5.65
-1.90
4.38
-0.02
4.42
1.10
4Baillie Gifford High Yield Bond B Inc
GB0030816713
465-11.48
2.80
-2.52
1.23
5.09
0.69
3.54
0.22
5SLI Higher Income Inst Acc
GB0000936244
446-11.03
3.24
-1.57
2.19
4.13
-0.28
3.53
0.20
6Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
173-15.67
-1.40
-7.70
-3.95
4.51
0.11
-0.57
-3.89
7Invesco High Yield UK Inc
GB0033049254
170-19.76
-5.49
-5.24
-1.48
3.29
-1.11
2.04
-1.28
8Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
122-15.11
-0.84
-4.27
-0.51
2.48
-1.92
3.44
0.12
9Scottish Widows High Income Bd Acc
GB0031643900
118-17.30
-3.03
-5.21
-1.46
2.73
-1.67
0.34
-2.98
10Newton Global High Yield Bond GBP Inc
GB0009633073
112-7.99
6.28
-2.31
1.45
4.94
0.53
1.86
-1.46
11RBS High Yield 1
GB0033520213
080-3.59
10.68
-2.34
1.42
3.51
-0.89
4.00
0.68
12Marlborough High Yield Fixed Int A Inc
GB00B03TN153
076-18.41
-4.14
-4.70
-0.94
2.95
-1.45
2.86
-0.46
13Aberdeen European High Yield Bond A Acc
GB00B5968F40
060-18.54
-4.26
-4.76
-1.00
2.42
-1.98
2.76
-0.56
14Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
058-10.63
3.65
-1.86
1.89
3.87
-0.53
3.36
0.04
15BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
034-13.35
0.92
-4.45
-0.69
3.01
-1.40
2.31
-1.02
16Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
000-18.21
-3.93
-4.89
-1.14
0.00
0.00
0.00
0.00
17Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
-18.20
-3.92
-5.31
-1.56
1.83
-2.57
1.95
-1.37
18NatWest High Yield NAV
GB0033617373
-6.26
8.02
-3.02
0.73
3.27
-1.13
3.86
0.54
19St James's International Corp Bd Acc
GB00B62VYF56
-11.77
2.50
-3.21
0.54
2.34
-2.06
1.98
-1.34

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
1SLI Higher Income Inst Acc
GB0000936244
446-11.03
3.24
-1.57
2.19
4.13
-0.28
3.53
0.20
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
711-10.56
3.72
-1.61
2.15
4.08
-0.32
3.40
0.07
3Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
058-10.63
3.65
-1.86
1.89
3.87
-0.53
3.36
0.04
4Newton Global High Yield Bond GBP Inc
GB0009633073
112-7.99
6.28
-2.31
1.45
4.94
0.53
1.86
-1.46
5RBS High Yield 1
GB0033520213
080-3.59
10.68
-2.34
1.42
3.51
-0.89
4.00
0.68
6Baillie Gifford High Yield Bond B Inc
GB0030816713
465-11.48
2.80
-2.52
1.23
5.09
0.69
3.54
0.22
7NatWest High Yield NAV
GB0033617373
000-6.26
8.02
-3.02
0.73
3.27
-1.13
3.86
0.54
8St James's International Corp Bd Acc
GB00B62VYF56
000-11.77
2.50
-3.21
0.54
2.34
-2.06
1.98
-1.34
9Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
122-15.11
-0.84
-4.27
-0.51
2.48
-1.92
3.44
0.12
10BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
034-13.35
0.92
-4.45
-0.69
3.01
-1.40
2.31
-1.02
11Marlborough High Yield Fixed Int A Inc
GB00B03TN153
076-18.41
-4.14
-4.70
-0.94
2.95
-1.45
2.86
-0.46
12Aberdeen European High Yield Bond A Acc
GB00B5968F40
060-18.54
-4.26
-4.76
-1.00
2.42
-1.98
2.76
-0.56
13Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
000-18.21
-3.93
-4.89
-1.14
0.00
0.00
0.00
0.00
14Scottish Widows High Income Bd Acc
GB0031643900
118-17.30
-3.03
-5.21
-1.46
2.73
-1.67
0.34
-2.98
15Invesco High Yield UK Inc
GB0033049254
170-19.76
-5.49
-5.24
-1.48
3.29
-1.11
2.04
-1.28
16Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
000-18.20
-3.92
-5.31
-1.56
1.83
-2.57
1.95
-1.37
17Schroder High Yield Opportunities Acc
GB0009505693
-22.60
-8.33
-5.65
-1.90
4.38
-0.02
4.42
1.10
18L&G High Income I Acc
GB00B0CNHJ41
-19.94
-5.67
-6.16
-2.41
5.79
1.39
3.19
-0.13
19Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
-15.67
-1.40
-7.70
-3.95
4.51
0.11
-0.57
-3.89

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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