HY Sterling Fund Performance

All figures are to month-end Feb 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
131014.76
4.00
-1.23
-1.62
8.42
2.11
3.70
0.10
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
74313.40
2.65
2.32
1.94
6.15
-0.17
3.85
0.25
3Schroder High Yield Opportunities Acc
GB0009505693
65913.17
2.41
-1.46
-1.84
7.06
0.74
4.81
1.21
4Baillie Gifford High Yield Bond B Inc
GB0030816713
65413.28
2.52
1.23
0.85
7.57
1.25
3.91
0.31
5SLI Higher Income Inst Acc
GB0000936244
4528.29
-2.47
1.36
0.97
5.91
-0.40
3.72
0.12
6Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
17710.24
-0.52
-0.34
-0.72
6.49
0.17
-0.12
-3.72
7Invesco High Yield UK Inc
GB0033049254
16711.14
0.38
-2.34
-2.72
6.10
-0.21
2.49
-1.11
8Scottish Widows High Income Bd Acc
GB0031643900
12110.19
-0.57
-1.21
-1.59
5.10
-1.22
0.70
-2.90
9Newton Global High Yield Bond GBP Inc
GB0009633073
11412.94
2.18
1.72
1.34
6.30
-0.01
2.32
-1.28
10Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
11411.06
0.30
-0.49
-0.87
4.49
-1.83
3.67
0.07
11RBS High Yield 1
GB0033520213
0797.59
-3.17
0.81
0.43
4.62
-1.69
3.79
0.19
12Marlborough High Yield Fixed Int A Inc
GB00B03TN153
0757.82
-2.94
-1.46
-1.84
4.91
-1.41
3.11
-0.49
13Aberdeen European High Yield Bond A Acc
GB00B5968F40
0608.25
-2.51
-1.67
-2.05
4.14
-2.18
3.00
-0.60
14Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
05814.81
4.05
2.72
2.33
6.01
-0.30
3.85
0.25
15BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
03413.81
3.05
1.09
0.71
5.55
-0.77
2.90
-0.70
16Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
0006.21
-4.55
-2.03
-2.41
0.00
0.00
0.00
0.00
17Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
6.68
-4.08
-2.32
-2.70
3.44
-2.88
2.47
-1.13
18NatWest High Yield NAV
GB0033617373
7.59
-3.17
0.81
0.43
4.62
-1.69
3.79
0.19
19St James's International Corp Bd Acc
GB00B62VYF56
12.28
1.52
1.96
1.58
4.17
-2.14
2.48
-1.12
200.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

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
05814.81
4.05
2.72
2.33
6.01
-0.30
3.85
0.25
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
74313.40
2.65
2.32
1.94
6.15
-0.17
3.85
0.25
3St James's International Corp Bd Acc
GB00B62VYF56
00012.28
1.52
1.96
1.58
4.17
-2.14
2.48
-1.12
4Newton Global High Yield Bond GBP Inc
GB0009633073
11412.94
2.18
1.72
1.34
6.30
-0.01
2.32
-1.28
5SLI Higher Income Inst Acc
GB0000936244
4528.29
-2.47
1.36
0.97
5.91
-0.40
3.72
0.12
6Baillie Gifford High Yield Bond B Inc
GB0030816713
65413.28
2.52
1.23
0.85
7.57
1.25
3.91
0.31
7BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
03413.81
3.05
1.09
0.71
5.55
-0.77
2.90
-0.70
8NatWest High Yield NAV
GB0033617373
0007.59
-3.17
0.81
0.43
4.62
-1.69
3.79
0.19
9RBS High Yield 1
GB0033520213
0797.59
-3.17
0.81
0.43
4.62
-1.69
3.79
0.19
10Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
17710.24
-0.52
-0.34
-0.72
6.49
0.17
-0.12
-3.72
11Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
11411.06
0.30
-0.49
-0.87
4.49
-1.83
3.67
0.07
12Scottish Widows High Income Bd Acc
GB0031643900
12110.19
-0.57
-1.21
-1.59
5.10
-1.22
0.70
-2.90
13L&G High Income I Acc
GB00B0CNHJ41
131014.76
4.00
-1.23
-1.62
8.42
2.11
3.70
0.10
14Marlborough High Yield Fixed Int A Inc
GB00B03TN153
0757.82
-2.94
-1.46
-1.84
4.91
-1.41
3.11
-0.49
15Schroder High Yield Opportunities Acc
GB0009505693
65913.17
2.41
-1.46
-1.84
7.06
0.74
4.81
1.21
16Aberdeen European High Yield Bond A Acc
GB00B5968F40
0608.25
-2.51
-1.67
-2.05
4.14
-2.18
3.00
-0.60
17Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
6.21
-4.55
-2.03
-2.41
0.00
0.00
0.00
0.00
18Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
6.68
-4.08
-2.32
-2.70
3.44
-2.88
2.47
-1.13
19Invesco High Yield UK Inc
GB0033049254
11.14
0.38
-2.34
-2.72
6.10
-0.21
2.49
-1.11
200.00
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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