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Schroder ISF Global High Yield

Ranked 15 out of 53 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 : 28/02/2016 - 28/02/2017
  • Rank 15/53 Total Return
  • Rank 38/53 Standard Deviation
  • Rank 18/53 Max Drawdown
Fund Name Currency Return
13 AB FCP I-Global High Yield Portfolio AT GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

19.4%

14 Rogge Global High Yield GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

19.4%

15 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

19.4%

16 Barclays GA - Global High Yield Bond M Inc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

19.1%

17 Putnam Global High Yield Bond S Ins GBP GBP

19.1%

Fund Name Currency Risk
37 JPM Global High Yield Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0

38 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1

39 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.2

40 Old Mutual Monthly Inc High Yield Bd X GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.2

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

17 T Rowe Global High Income Bond Qdh GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

18 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

19 Putnam Global High Yield Bond S Ins GBP GBP

-0.7%

20 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

20 Barings Developed and Em Mkts High Yield Bond A...

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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. Luxembourg
  9. Malta
  10. Netherlands
  11. Norway
  12. Poland
  13. Spain
  14. Sweden
  15. Switzerland
  16. 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).