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M&G European High Yield Bond GBP X Inc

Ranked 1 out of 13 in - Europe High Yield over 12 months
All calculations are in GBP unless stated

Managed by

James Tomlins

Objective

The Fund aims to maximise total return (the combination of income and growth of capital) while generating a high level of income. The Fund mainly invests in higher yielding debt instruments denominated in any European currency and will normally be managed to give investors exposure to European currencies. The Funds exposure to higher yielding debt instruments may be gained through the use of derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Europe High Yield over : 31/03/2016 - 31/03/2017
  • Rank 1/13 Total Return
  • Rank 13/13 Standard Deviation
  • Rank 13/13 Max Drawdown
Fund Name Currency Return
1 M&G European High Yield Bond GBP X Inc GBP

16.1%

2 City Financial High Yield Opportunities IA INC GBP

16.0%

3 Algebris Financial Credit I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

12.2%

4 Invesco Perpetual High Yield Acc GBP

10.3%

5 AXA WF European High Yield Bonds I D m GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

10.1%

Fund Name Currency Risk
9 Goldman Sachs Europe HY Bond Pf R GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

10 Invesco Perpetual High Yield Acc GBP

4.9

11 City Financial High Yield Opportunities IA INC GBP

5.6

12 Algebris Financial Credit I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

13 M&G European High Yield Bond GBP X Inc GBP

12.2

Fund Name Currency Loss
9 City Financial High Yield Opportunities IA INC GBP

-1.4%

10 Nordea 1 - European High Yield Bond HAI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

11 Invesco Perpetual High Yield Acc GBP

-1.8%

12 Algebris Financial Credit I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

13 M&G European High Yield Bond GBP X Inc GBP

-5.5%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.0%
2016 22.1% 7.3% 4.1% 7.5% 1.8%
2015 -2.5% -3.5% -4.0% 3.3% 1.8%
2014 -3.7% 2.0% -0.5% -4.9% -0.2%
2013 11.8% 5.6% -0.4% 2.7% 3.6%
2012 22.9% 11.8% -5.4% 7.6% 8.0%
2011 -6.1% 6.0% 3.0% -13.2% -1.0%
2010 6.8% 6.0% -11.0% 12.0% 1.1%
2009 37.1% 0.9% 7.0% 25.6% 1.0%
2008 -2.9% 0.3% 4.9% -6.3% -1.5%
2007 6.3% 2.8% -1.5% 2.3% 2.6%
2006 4.5% 3.1% -0.7% 0.2% 1.8%
2005 3.5% -1.2% -1.5% 4.6% 1.7%
2004 11.1% -3.4% 0.3% 6.2% 8.0%
2003 27.4% 9.3% 7.8% 2.5% 5.6%
2002 1.3% -3.5% 1.0% -5.1% 9.6%
2001 -17.3% 0.5% -15.6% -9.9% 8.1%
2000 -5.1% -2.1% 5.1% -8.3% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date15/10/1999
  • Share Class size101Mn
  • Base currencyGBP
  • ISIN GB0031287948

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment0

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