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European Wealth Sterling Bond A Acc GBP

Ranked 68 out of 104 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to preserve capital and generate income above Sterling cash deposits. The Fund may only invest in Sterling denominated securities. It will invest in a range of fixed and variable interest rate bonds including those issued by governments and companies. The Fund will be managed conservatively with an emphasis on low volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/07/2016 - 31/07/2017
  • Rank 68/104 Total Return
  • Rank 1/104 Standard Deviation
  • Rank 10/104 Max Drawdown
Fund Name Currency Return
66 SEI SGMF Gl Oppnistic Fxd Inc Hdgd GBP Wlth Dist A

Currency exposure is hedged

Currency exposure is hedged

GBP

0.3%

67 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

68 European Wealth Sterling Bond A Acc GBP GBP

-0.3%

69 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

70 Aviva Investors Global Aggregate MoM 1 SC 2 GBP

-0.6%

Fund Name Currency Risk
1 European Wealth Sterling Bond A Acc GBP GBP

0.6

2 Wellington Global Credit Buy&Maintain S GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.6

3 Deutsche Invest I Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7

4 Henderson Absolute Return Bond GBP GBP

0.8

5 GAM Star Cat Bond GBP Acc GBP

0.8

Fund Name Currency Loss
8 GSLIF Gl Multi-Sector Credit Pf (Lux) I GBP-H QDis

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

9 Aberdeen Global High Yield Bond Fund A Acc GBP

-0.5%

10 European Wealth Sterling Bond A Acc GBP GBP

-0.5%

11 Henderson Absolute Return Bond GBP GBP

-0.6%

12 Goldman Sachs Glo Strat Inc Bond Pf P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -0.1% -0.4%
2016 0.4% 0.1% 0.0% 0.3% 0.0%
2015 -0.7% 0.1% -0.6% -0.3% 0.1%
2014 1.4% 0.5% 0.3% 0.1% 0.5%
2013 1.9% 1.6% -0.7% 0.6% 0.4%
2012 5.5% 1.4% 1.0% 2.2% 0.8%
2011 1.9% 0.4% 0.8% 0.0% 0.7%
2010 -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date12/07/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B5ZPWQ49

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

Related News

European Wealth buys three funds from Hume Capital

European Wealth has bought three funds from Hume Capital to enhance its fixed income range.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).