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European Wealth Sterling Bond A Acc GBP

Ranked 102 out of 115 in - Global over 12 months
All calculations are in GBP

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.

Performance

Global over : 31/03/2014 - 31/03/2015
  • Rank 102/115 Total Return
  • Rank 2/115 Standard Deviation
  • Rank 13/115 Max Drawdown
Fund Name Return
100 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

1.5%

101 L&G LIBOR Plus Global Credit Z Acc GBP

1.1%

102 European Wealth Sterling Bond A Acc GBP

1.0%

103 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

1.0%

104 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

0.9%

Fund Name Risk
1 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

0.1

2 European Wealth Sterling Bond A Acc GBP

0.2

3 Hume Global Bond Fund GBP

0.2

4 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

0.2

5 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

0.2

Fund Name Loss
11 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

-0.3%

12 LM Brandywine Glb Opp Fixed Inc Fd P Dis (M) (AH)£

Currency exposure is hedged

Currency exposure is hedged

-0.3%

13 Aviva Investors Global Aggregate MoM 1

-0.3%

13 PFS TwentyFour Monument Bond A Acc

-0.3%

13 European Wealth Sterling Bond A Acc GBP

-0.3%

13 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-0.3%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 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. additional investment0

Charges

  • Annual management1.0%
  • 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 GBP).