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European Wealth Sterling Bond A Acc GBP

Ranked 87 out of 112 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 : 30/11/2016 - 30/11/2017
  • Rank 87/112 Total Return
  • Rank 9/112 Standard Deviation
  • Rank 52/112 Max Drawdown
Fund Name Currency Risk
7 BMO Global Absolute Return Bond F GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7

8 Credit Suisse (Lux) Floating Rate Credit IBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

9 European Wealth Sterling Bond A Acc GBP GBP

0.9

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

Currency exposure is hedged

Currency exposure is hedged

GBP

0.9

11 Dimensional Global Short Fixed Income GBP Dis GBP

1.1

Fund Name Currency Loss
50 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

50 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

-0.8%

52 FP SCDavies Global Fixed Income GBP Acc GBP

-0.9%

52 European Wealth Sterling Bond A Acc GBP GBP

-0.9%

54 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.1% -0.4% -0.2%
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).