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M&G Global High Yield Bond Sterling X Inc

Ranked 3 out of 14 in - Sterling High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Stefan Isaacs

Stefan Isaacs graduated from Manchester Metropolitan University, and joined M&G in 2001. He joined the fund management team in 2006 as an assistant fund manager, and in 2007 he was promoted to fund manager. He is currently the lead manager on the M&G European Corporate Bond and M&G European High Yield Corporate Bond funds.

James Tomlins

Objective

At least 80% of the Fund is invested in higher yielding corporate debt instruments which may be denominated in sterling, European currencies and other major global currencies, should the investment managers deem them to be appropriate investments. exposure to higher yielding corporate debt instruments may be gained through the use of derivatives and any currency exposures within the Fund may be managed by currency hedges into sterling. The Fund may also invest in collective investment schemes, government and public securities and other transferable securities, cash, near cash, other money market instruments, warrants and other derivative instruments. More than 80% of the Fund will be in sterling or hedged back to sterling.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling High Yield over : 31/10/2016 - 31/10/2017
  • Rank 3/14 Total Return
  • Rank 9/14 Standard Deviation
  • Rank 6/14 Max Drawdown
Fund Name Currency Risk
7 Kames High Yield Bond Acc B

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

8 Henderson Fixed Interest Monthly Income GBP

2.8

9 M&G Global High Yield Bond Sterling X Inc GBP

3.0

10 Aviva Investors Higher Income Plus SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

11 Marks & Spencer High Income GBP

4.5

Fund Name Currency Loss
4 Old Mutual Threadneedle High Yield Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

5 Aviva Investors High Yield SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

6 M&G Global High Yield Bond Sterling X Inc GBP

-0.6%

7 Standard Life Inv Higher Income Ret Acc GBP

-0.6%

8 Kames High Yield Bond Acc B

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 2.0% 1.3%
2016 12.3% 2.8% 2.9% 4.4% 1.7%
2015 -1.6% 3.1% -1.4% -3.2% 0.0%
2014 1.9% 1.1% 2.6% -2.5% 0.7%
2013 8.6% 1.9% -1.3% 4.4% 3.5%
2012 20.0% 8.4% -0.5% 6.3% 4.7%
2011 -2.0% 2.4% 0.4% -8.8% 4.5%
2010 11.0% 4.8% -1.9% 6.2% 1.7%
2009 36.6% -1.1% 18.6% 13.3% 2.9%
2008 -18.6% -5.3% 1.1% -4.9% -10.6%
2007 1.4% 1.2% -0.3% 0.1% 0.4%
2006 5.4% 1.0% 0.0% 2.5% 1.8%
2005 8.1% 1.2% 2.3% 2.5% 1.9%
2004 10.6% 2.2% 0.2% 3.9% 4.0%
2003 14.8% 2.9% 6.1% 1.2% 3.9%
2002 2.4% -1.1% -0.1% -0.3% 4.0%
2001 1.1% 3.8% -3.5% -3.0% 4.1%
2000 -0.4% 1.3% -0.6% 0.1% -1.1%
1999 6.0% 4.7% -0.8% -1.2% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date16/10/1998
  • Share Class size1,179Mn
  • Base currencyGBP
  • ISIN GB0031110405

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).