• Home /

HY Sterling Fund Performance

All figures are to month-end Aug 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
1 L&G High Income I Acc
GB00B0CNHJ41
1352 9.05
-3.57
2.49
-1.71
4.30
0.33
3.48
-0.41
2 Threadneedle HY Bd Ins Inc GBP
GB0008371121
813 16.43
3.80
6.39
2.19
4.74
0.77
4.34
0.45
3 Baillie Gifford High Yield Bond B Inc
GB0030816713
701 14.65
2.03
6.77
2.57
5.52
1.55
4.41
0.52
4 Schroder High Yield Opportunities Acc
GB0009505693
569 2.99
-9.63
-0.22
-4.42
3.37
-0.59
4.35
0.46
5 ASI High Yield Bd Ins Acc £ UnH
GB0000936244
432 13.73
1.10
4.65
0.45
4.19
0.22
4.04
0.16
6 BNY Mellon Global High Yield Bd GBP Inc
GB0009633073
158 15.72
3.10
7.17
2.97
3.96
-0.01
2.99
-0.90
7 Invesco High Yield UK Inc
GB0033049254
158 11.01
-1.62
2.75
-1.45
4.37
0.40
3.14
-0.75
8 Scottish Widows High Income Bd Acc
GB0031643900
118 11.17
-1.46
3.22
-0.98
2.68
-1.29
1.03
-2.85
9 Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
099 17.00
4.38
5.33
1.13
3.11
-0.85
4.13
0.24
10 Marlborough High Yield Fixed Int A Inc
GB00B03TN153
074 12.93
0.31
2.72
-1.48
3.75
-0.22
3.68
-0.21
11 Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
059 10.93
-1.70
3.09
-1.11
2.68
-1.29
0.61
-3.28
12 ASI Eurpan High Yield Bd A Acc
GB00B5968F40
054 13.85
1.22
2.52
-1.68
3.18
-0.78
3.52
-0.37
13 Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
052 17.19
4.56
7.09
2.89
4.43
0.47
4.29
0.40
14 BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
031 14.59
1.96
6.14
1.94
3.77
-0.19
3.36
-0.53
15 Man GLG High Yield Opports Profl Acc C
GB00BJK3W057
000 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
16 Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
000 12.64
0.01
2.01
-2.19
2.83
-1.13
0.00
0.00
17 Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
11.41
-1.21
1.39
-2.81
2.66
-1.31
2.43
-1.46
18 NatWest High Yield NAV
GB0033617373
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
19 St James's International Corp Bd Acc
GB00B62VYF56
13.24
0.62
5.31
1.11
2.74
-1.23
2.87
-1.02

MiFID II is HERE


Top Performing HY £ Funds: Total Returns /α (%)

Top performing HY Sterling corporate bond funds ranked by rolling 1 year performance.

Rank Fund /
ISIN
Size
(£mm)
3mth/
αlpha
1yr*/
αlpha
3yr*/
αlpha
5yr*/
αlpha
Morningstar
Rating
1 BNY Mellon Global High Yield Bd GBP Inc
GB0009633073
158 15.72
3.10
7.17
2.97
3.96
-0.01
2.99
-0.90
2 Quilter Investors Hi Yld Bd A GBP Inc
GB00B8SZLY38
052 17.19
4.56
7.09
2.89
4.43
0.47
4.29
0.40
3 Baillie Gifford High Yield Bond B Inc
GB0030816713
701 14.65
2.03
6.77
2.57
5.52
1.55
4.41
0.52
4 Threadneedle HY Bd Ins Inc GBP
GB0008371121
813 16.43
3.80
6.39
2.19
4.74
0.77
4.34
0.45
5 BMO Multi-Sector Higher Income Bd 1 Inc
GB0002053006
031 14.59
1.96
6.14
1.94
3.77
-0.19
3.36
-0.53
6 Aviva Investors High Yield Bd 3 GBP Acc
GB00B3CGJN23
099 17.00
4.38
5.33
1.13
3.11
-0.85
4.13
0.24
7 St James's International Corp Bd Acc
GB00B62VYF56
000 13.24
0.62
5.31
1.11
2.74
-1.23
2.87
-1.02
8 ASI High Yield Bd Ins Acc £ UnH
GB0000936244
432 13.73
1.10
4.65
0.45
4.19
0.22
4.04
0.16
9 Scottish Widows High Income Bd Acc
GB0031643900
118 11.17
-1.46
3.22
-0.98
2.68
-1.29
1.03
-2.85
10 Quilter Investors Bond 3 A (GBP) Inc
GB00B05K6392
059 10.93
-1.70
3.09
-1.11
2.68
-1.29
0.61
-3.28
11 Invesco High Yield UK Inc
GB0033049254
158 11.01
-1.62
2.75
-1.45
4.37
0.40
3.14
-0.75
12 Marlborough High Yield Fixed Int A Inc
GB00B03TN153
074 12.93
0.31
2.72
-1.48
3.75
-0.22
3.68
-0.21
13 ASI Eurpan High Yield Bd A Acc
GB00B5968F40
054 13.85
1.22
2.52
-1.68
3.18
-0.78
3.52
-0.37
14 L&G High Income I Acc
GB00B0CNHJ41
1352 9.05
-3.57
2.49
-1.71
4.30
0.33
3.48
-0.41
15 Marlborough High Yield Fixed Intr C EUR
GG00BWX5H825
000 12.64
0.01
2.01
-2.19
2.83
-1.13
0.00
0.00
16 Marlborough HY Fixed Intr Guernsey Fdr
GG00BCF5NP92
000 11.41
-1.21
1.39
-2.81
2.66
-1.31
2.43
-1.46
17 Schroder High Yield Opportunities Acc
GB0009505693
2.99
-9.63
-0.22
-4.42
3.37
-0.59
4.35
0.46
18 Man GLG High Yield Opports Profl Acc C
GB00BJK3W057
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
19 NatWest High Yield NAV
GB0033617373
0.00
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:

(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Important note regarding third party indices:  Morningstar does not own any third party index data (S&P, FTSE, MSCI), so cannot authorise its use. The journalists should contact each vendor directly to get authorisation for the data they require.