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European Wealth Sterling Bond A Acc GBP

Ranked 62 out of 110 in - Global over 12 months
All calculations are in GBP


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.


Global over : 31/07/2013 - 31/07/2014
  • Rank 62/110 Total Return
  • Rank 5/110 Standard Deviation
  • Rank 8/110 Max Drawdown
Fund Name Loss
6 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged


7 Invesco Perpetual Glbl Financial Cap Acc


8 European Wealth Sterling Bond A Acc GBP


9 FP CAF Fixed Interest A Acc


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

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.6% 0.5% 0.3% -0.1%
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 0.6% 0.7% -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 size01Mn
  • Base currencyGBP

Purchase Info

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


  • 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).