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Schroder ISF Global High Yield

Ranked 15 out of 43 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).

Showing fund performance in United Kingdom View performance globally

Performance

Global High Yield over : 31/03/2015 - 31/03/2016
  • Rank 15/43 Total Return
  • Rank 25/43 Standard Deviation
  • Rank 20/43 Max Drawdown
Fund Name Currency Return
13 F&C Maximum Income Bond 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

14 BlueBay Global High Yield Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

15 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

16 Fidelity Global High Yield A Net Inc GBP

-1.6%

17 Muzinich TransatlanticYield Hedged GBP Acc A

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.8%

Fund Name Currency Risk
23 PFS Twentyfour Asset Backed Income A Gross Inc GBP

7.0

24 Barclays GA - Global High Yield Bond M Inc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.0

25 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

7.1

26 AB FCP I-Global High Yield Portfolio AT GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3

27 Hermes Global High Yield Bond F GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3

Fund Name Currency Loss
18 Pioneer SICAV Global High Yield N No Dis GBP GBP

-7.1%

19 Newton Global High Yield Bond GBP Inc GBP

-7.1%

20 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.4%

21 Fidelity Global High Yield A Net Inc GBP

-7.4%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.7%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.3%
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).