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Wellington Global High Yield Bond GBP T Acc Hdg

Ranked 10 out of 66 in - Global High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Jones

Objective

The investment objective of the Portfolio is to seek long‐term total returns by investing primarily in debt securities worldwide which are considered by the Investment Manager to be below investment grade. Total returns will be sought from two sources: a high level of current income and capital appreciation. Portfolio construction is primarily based upon bottom‐up fundamental research conducted by the Investment Manager.

Showing fund performance in United Kingdom View performance globally

Performance

Global High Yield over : 31/03/2017 - 31/03/2018
  • Rank 10/66 Total Return
  • Rank 56/66 Standard Deviation
  • Rank 44/66 Max Drawdown
Fund Name Currency Return
8 T Rowe Global High Income Bond Qdh GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1%

9 Wellington Multi-Sector Credit GBP S Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

10 Wellington Global High Yield Bond GBP T Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

10 Barings Global High Yield Credit Stgs A GBP Dis GBP

3.9%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

Fund Name Currency Risk
54 Goldman Sachs Glo High Yield Pf I GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

55 T Rowe Global High Income Bond Qdh GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

56 Wellington Global High Yield Bond GBP T Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

56 Barings Dev and Em Mkts HY Bd A GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

58 Janus Henderson Global High Yield - Uacc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

Fund Name Currency Loss
42 Janus Henderson Global High Yield - Uacc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

43 Investec Monthly High Income A Inc2 GBP GBP

-1.9%

44 Wellington Global High Yield Bond GBP T Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

45 Barings Dev and Em Mkts HY Bd A GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

46 Oaktree (Lux.) Fds Oaktree Global HY Bd FdH GBP EB

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 7.9% 2.6% 2.2% 2.2% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date08/12/2016
  • Share Class size49Mn
  • Base currencyUSD
  • ISIN IE00BD3B6N53
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • 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).