HY Sterling Fund Performance

All figures are to month-end April 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
134318.19
2.49
2.05
-0.49
6.20
1.03
3.87
0.04
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
77016.33
0.63
3.94
1.39
5.26
0.09
4.03
0.20
3Schroder High Yield Opportunities Acc
GB0009505693
65020.87
5.17
0.88
-1.67
5.82
0.66
4.99
1.16
4Baillie Gifford High Yield Bond B Inc
GB0030816713
62519.37
3.67
3.62
1.07
6.02
0.85
4.13
0.30
5SLI Higher Income Inst Acc
GB0000936244
45514.71
-0.99
3.12
0.58
4.84
-0.33
3.85
0.02
6Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
16811.91
-3.79
1.80
-0.74
4.74
-0.42
0.24
-3.59
7Invesco High Yield UK Inc
GB0033049254
15722.19
6.49
1.13
-1.42
5.31
0.15
3.17
-0.67
8Newton Global High Yield Bond GBP Inc
GB0009633073
15110.46
-5.24
3.59
1.05
5.25
0.08
2.50
-1.33
9Scottish Widows High Income Bd Acc
GB0031643900
12112.74
-2.96
1.61
-0.93
3.65
-1.52
0.77
-3.06
10Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
10520.02
4.32
2.30
-0.25
3.65
-1.51
3.91
0.08
11RBS High Yield 1
GB0033520213
07910.32
-5.39
2.51
-0.03
3.82
-1.35
4.04
0.21
12Marlborough High Yield Fixed Int A Inc
GB00B03TN153
07417.81
2.11
0.86
-1.68
4.18
-0.98
3.39
-0.45
13Aberdeen European High Yield Bond A Acc
GB00B5968F40
06215.71
0.00
0.16
-2.38
3.48
-1.69
3.19
-0.64
14Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
05517.41
1.70
4.28
1.74
5.14
-0.02
4.07
0.24
15BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
02916.60
0.90
3.25
0.71
4.44
-0.73
3.12
-0.71
16Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
00014.37
-1.33
0.08
-2.46
0.00
0.00
0.00
0.00
17Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
14.06
-1.64
-0.44
-2.99
2.80
-2.37
1.96
-1.87
18NatWest High Yield NAV
GB0033617373
10.32
-5.39
2.51
-0.03
3.82
-1.35
4.04
0.21
19St James's International Corp Bd Acc
GB00B62VYF56
15.16
-0.55
3.52
0.98
3.25
-1.91
2.55
-1.28

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
05517.41
1.70
4.28
1.74
5.14
-0.02
4.07
0.24
2Threadneedle HY Bd Ins Inc GBP
GB0008371121
77016.33
0.63
3.94
1.39
5.26
0.09
4.03
0.20
3Baillie Gifford High Yield Bond B Inc
GB0030816713
62519.37
3.67
3.62
1.07
6.02
0.85
4.13
0.30
4Newton Global High Yield Bond GBP Inc
GB0009633073
15110.46
-5.24
3.59
1.05
5.25
0.08
2.50
-1.33
5St James's International Corp Bd Acc
GB00B62VYF56
00015.16
-0.55
3.52
0.98
3.25
-1.91
2.55
-1.28
6BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
02916.60
0.90
3.25
0.71
4.44
-0.73
3.12
-0.71
7SLI Higher Income Inst Acc
GB0000936244
45514.71
-0.99
3.12
0.58
4.84
-0.33
3.85
0.02
8NatWest High Yield NAV
GB0033617373
00010.32
-5.39
2.51
-0.03
3.82
-1.35
4.04
0.21
9RBS High Yield 1
GB0033520213
07910.32
-5.39
2.51
-0.03
3.82
-1.35
4.04
0.21
10Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
10520.02
4.32
2.30
-0.25
3.65
-1.51
3.91
0.08
11L&G High Income I Acc
GB00B0CNHJ41
134318.19
2.49
2.05
-0.49
6.20
1.03
3.87
0.04
12Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
16811.91
-3.79
1.80
-0.74
4.74
-0.42
0.24
-3.59
13Scottish Widows High Income Bd Acc
GB0031643900
12112.74
-2.96
1.61
-0.93
3.65
-1.52
0.77
-3.06
14Invesco High Yield UK Inc
GB0033049254
15722.19
6.49
1.13
-1.42
5.31
0.15
3.17
-0.67
15Schroder High Yield Opportunities Acc
GB0009505693
65020.87
5.17
0.88
-1.67
5.82
0.66
4.99
1.16
16Marlborough High Yield Fixed Int A Inc
GB00B03TN153
07417.81
2.11
0.86
-1.68
4.18
-0.98
3.39
-0.45
17Aberdeen European High Yield Bond A Acc
GB00B5968F40
15.71
0.00
0.16
-2.38
3.48
-1.69
3.19
-0.64
18Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
14.37
-1.33
0.08
-2.46
0.00
0.00
0.00
0.00
19Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
14.06
-1.64
-0.44
-2.99
2.80
-2.37
1.96
-1.87

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: © 2019 Morningstar, Inc. All rights reserved.

The information contained herein:

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