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Schroder ISF Global High Yield

Ranked 9 out of 52 in - Global High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Wesley Sparks

Wesley Sparks, CFA is head of US taxable fixed income at Schroders Investment Management. He joined the firm in 2000 and prior to this, he was vice president and portfolio manager at Aeltus Investment Management Inc. Wesley graduated from the Wharton School at the University of Pennsylvania with an MBA in Finance and the Northwestern University with a BA in Economics.

Objective

To provide a return of capital growth and income primarily through investment in a portfolio of bonds and other fixed and floating rate securities denominated in various currencies and issued by governments, government agencies, supra-national and corporate issuers worldwide. A minimum of 70% of the net assets of the Fund will be invested in securities with a credit rating below investment grade (as measured by Standard & Poor's or any equivalent grade of other credit rating agencies). The Fund may also invest in money market instruments and hold cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global High Yield over : 31/07/2016 - 31/07/2017
  • Rank 9/52 Total Return
  • Rank 35/52 Standard Deviation
  • Rank 19/52 Max Drawdown
Fund Name Currency Return
7 Legal & General High Income R Acc GBP

11.2%

8 Legg Mason WA Global High Yield Pr Dis D Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

10.8%

9 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

10.8%

10 Henderson HF Global High Yield Bond Z3 HGBP D

Currency exposure is hedged

Currency exposure is hedged

GBP

10.6%

11 AXA WF Global High Yield Bonds I C GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

10.6%

Fund Name Currency Risk
34 SLI Glo SICAV Global High Yield Bond AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

35 F&C Maximum Income Bond 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

35 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

37 Newton Global High Yield Bond GBP Inc GBP

3.4

Fund Name Currency Loss
17 Mirabaud-Global High Yield Bond-AH Cap GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

18 T Rowe Global High Income Bond Qdh GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

19 MI Twentyfour Asset Backed Income A Gross Inc GBP

-0.7%

19 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

21 Putnam Global High Yield Bond S Ins GBP GBP

-0.7%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 2.0%
2016 14.0% 2.3% 3.6% 5.1% 2.4%
2015 -1.0% 2.8% 0.7% -3.3% -1.1%
2014 3.5% 3.2% 3.0% -1.7% -1.0%
2013 8.3% 2.2% -1.3% 3.1% 4.2%
2012 17.4% 6.5% 0.6% 5.2% 4.3%
2011 0.2% 4.5% 0.1% -8.8% 5.0%
2010 14.4% 4.3% -1.8% 7.9% 3.5%
2009 42.3% 8.2% 12.1% 11.4% 5.3%
2008 -21.2% -1.8% 1.0% -5.2% -16.2%
2007 2.1% 3.0% 0.9% -1.0% -0.7%
2006 -0.9% 3.9% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Greece
  8. Iceland
  9. Luxembourg
  10. Malta
  11. Netherlands
  12. Norway
  13. Poland
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date10/02/2006
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0242606233
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • 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).