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European Wealth Sterling Bond A Acc GBP

Ranked 135 out of 139 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 : 31/12/2015 - 31/12/2016
  • Rank 135/139 Total Return
  • Rank 1/139 Standard Deviation
  • Rank 1/139 Max Drawdown
Fund Name Currency Risk
1 European Wealth Sterling Bond A Acc GBP GBP

0.6

2 Henderson Absolute Return Bond GBP GBP

1.0

3 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

4 MS TCW Unconstrained Plus Bond I GBP GBP

1.2

5 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3

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

-0.4%

2 MS TCW Unconstrained Plus Bond I GBP GBP

-0.4%

3 Deutsche Invest I Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

4 T Rowe Global Unconstrained Bond Ih Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

5 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
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).