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Fidelity Funds - Global Income Y-ACC-EUR H

Ranked 15 out of 45 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Kristian Atkinson

Peter Khan

Peter Khan is portfolio manager of the Euro short-term bond fund at Fidelity International based in London. He joined the firm in 2000 and has been responsible for Euro fixed income portfolios since 2009 and is currently responsible for SUS632 million of assets under management. Prior to joining Fidelity, he was head of trading at Bayerische Hypo-und Vereinsbank. Peter graduated with an MBA from the NYU Stern School of Business and UC Berkeley College of Letters and Sciences.

Objective

The fund will invest at least 70% of its assets in diversified portfolio of global bonds of varying maturities, denominated in various currencies. At least 50% invested in investment grade bonds with the balance invested in high-yielding sub investment grade bonds of issuers in developed and emerging markets. Emerging markets include Latin America, South East Asia, Africa, Eastern Europe (including Russia) and the Middle East, but investments can also be made in other regions.The fund may invest in bonds issued by governments, companies and other bodies.

Showing fund performance in Netherlands View performance globally

Performance

Global Flexible over : 31/05/2017 - 31/05/2018
  • Rank 15/45 Total Return
  • Rank 19/45 Standard Deviation
  • Rank 22/45 Max Drawdown
Fund Name Currency Return
14 DPAM L Bonds Uni Unconstrained B EUR Cap EUR

-0.8%

15 Fidelity Funds - Global Income Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

16 Janus Henderson Glo Flex Income IEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

17 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

Fund Name Currency Risk
17 BGF Fixed Income Gbl Opportunities A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

18 GAM Multibond - Diversified Income Bd-EUR B EUR

1.8

19 Fidelity Funds - Global Income Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

20 Edmond de Rothschild Fund- Crossover Credit A EUR EUR

1.9

21 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

Fund Name Currency Loss
20 UBS (Lux) Bond S - Global Dynamic (USD)(EURh) P-a

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

21 Credit Suisse (Lux) AgaNola Glbl Val Bd Fd BH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

22 Fidelity Funds - Global Income Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

22 NN (L) First Cl. Yield Opportunities Z Cap EUR EUR

-2.8%

24 Mirabaud-Global Strategic Bond Fund-IH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 4.8% 1.8% 1.3% 1.0% 0.6%
2016 7.2% 2.3% 3.8% 2.4% -1.4%
2015 -1.9% 2.6% -1.7% -1.9% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. France
  5. Germany
  6. Hungary
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Slovakia
  13. Spain
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date08/10/2014
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1116431641
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • 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).