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RBC Funds (Lux) U.S. Inv Grade Corp Bd B GBP D H

Ranked 7 out of 14 in - US Dollar Corporates over 12 months
All calculations are in GBP unless stated

Objective

The objective of the fund is to maximize total returns by investing primarily in a diversified portfolio of investment grade corporate fixed income securities, issued in the US and denominated in US dollars.

Showing fund performance in United Kingdom View performance globally

Performance

US Dollar Corporates over : 31/01/2017 - 31/01/2018
  • Rank 7/14 Total Return
  • Rank 13/14 Standard Deviation
  • Rank 10/14 Max Drawdown
Fund Name Currency Return
5 UBS (Lux) Bond S - USD Corporates (USD) GBPh Q-a

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1%

6 Nordea 1 - US Corporate Bond HAI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8%

7 RBC Funds (Lux) U.S. Inv Grade Corp Bd B GBP D H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3%

8 Eastspring Investments-US Corporate Bond RGDMH

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

9 Investec GSF Invest Grade Corp Bd A Inc-2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6%

Fund Name Currency Risk
10 Nordea 1 - US Corporate Bond HAI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

11 NN (L) US Credit R Cap GBP (hed i) GBP

2.3

12 PIMCO GIS US Invest Grade Corp Bd I GBP Hdg Inc II

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

13 RBC Funds (Lux) U.S. Inv Grade Corp Bd B GBP D H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

14 Barings U.S. Investment Grade Corp Bd A GBP Acc UH GBP

8.8

Fund Name Currency Loss
8 NN (L) US Credit R Cap GBP (hed i) GBP

-1.1%

9 Nordea 1 - US Corporate Bond HAI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

10 RBC Funds (Lux) U.S. Inv Grade Corp Bd B GBP D H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

11 UBAM Corporate US Dollar Bond AHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

12 Federated US Total Return Bond I GBP DIS

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.6% 1.0% 2.1% 1.0% 0.5%
2016 5.1% 4.1% 3.4% 1.2% -3.4%
2015 -0.6% 2.4% -3.2% 1.1% -0.7%
2014 7.1% 2.8% 2.6% -0.1% 1.6%
2013 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date29/08/2013
  • Base currencyUSD
  • ISIN LU0954298823
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.5

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