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European Wealth Enhanced Cash A Acc GBP

Ranked 85 out of 119 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Fund is to preserve capital and generate income above the Bank of England base rate. The Fund will invest in a range of investment grade bonds including those issued by governments, quasi governments and companies operating a predominant part of their business in OECD countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018
  • Rank 85/119 Total Return
  • Rank 6/119 Standard Deviation
  • Rank 31/119 Max Drawdown
Fund Name Currency Return
83 UBS Global Fixed Income Allocation J acc GBP

-1.2%

84 JSS Bond - Total Return Global Y GBP dis hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

85 European Wealth Enhanced Cash A Acc GBP GBP

-1.2%

86 LO Funds - Global Climate Bond SH GBP MD

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

87 Schroder ISF Global Bond GBP I Acc GBP

-1.4%

Fund Name Currency Risk
4 Deutsche Invest I Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

5 PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

6 European Wealth Enhanced Cash A Acc GBP GBP

0.9

7 Janus Henderson Inst Absolute Return Bond Y Acc GBP

1.0

8 Wellington Global Credit Buy&Maintain S GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.0

Fund Name Currency Loss
30 JPM Global Bond Opportunities I Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

31 European Wealth Enhanced Cash A Acc GBP GBP

-1.4%

31 Barclays GlobalBeta Portfolio 1 AA GBP GBP

-1.4%

33 Barclays GA - Global Government Bond M Inc GBP GBP

-1.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 -0.8% -0.1% -0.4% -0.2% -0.1%
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

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