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Schroder ISF Global High Yield

Ranked 10 out of 58 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. The Fund invests at least two-thirds of its assets in fixed and floating rate securities that have a below investment grade credit rating (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 : 30/11/2016 - 30/11/2017
  • Rank 10/58 Total Return
  • Rank 43/58 Standard Deviation
  • Rank 11/58 Max Drawdown
Fund Name Currency Return
8 Legg Mason Brandywine Global High YieldPrAccHAHGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

9.6%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

9.4%

10 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

9.3%

11 Hermes Global High Yield Credit F GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

9.2%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

9.1%

Fund Name Currency Risk
42 Putnam Global High Yield Bond S Ins GBP GBP

2.8

43 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

44 Capital Group Gl High Inc Opps (LUX) Xdh GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

45 Worldwide Alternative Fund SICAV-SIF SSF GBPA DivH

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

Fund Name Currency Loss
9 BNY Mellon Gl Sh Dated Hg Yld Bd GBP W H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

9 Muzinich Global High Yield Hedged GBP Acc A

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

11 Royal London Shrt Dur Glo Hi Yield Bd Z Inc GBP

-0.2%

11 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

13 AXA Global High Income R Acc Net

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 2.0% 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 Arab Emirates
  18. 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

  • 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).