Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Aviva Investors Global High Yield Bond Ah EUR

Ranked 52 out of 68 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Brent Finck

Brent Finck, CFA is a high yield portfolio manager for global high yield, US high yield and bank loan products at Aviva Investors. He joined the firm in 2008 and prior to this, he was an investment analyst at Victoria Park Capital. Brent holds a BA in Finance for the University of Illinois and is a member of both the CFA Institute and the CFA Society of Chicago.

Sunita Kara

Sunita Kara, CFA is based in London and joined Aviva Investors as a global high yield portfolio manager in 2013. Prior to this, she was a global high yield portfolio manager at Baring Asset Management. Sunita graduated from the Brunel University with a first class (Hons) BSc in Economics.

Kevin Mathews

Kevin Mathews is global head of high yield at Aviva Investors. He joined the firm in 2014 and prior to that was head of US high yield at Scottish Widows Investment Partnership. He has more than 30 years’ experience in the investment industry and graduated from the University of Illinois with a BA in finance and Drake University with an MBA.

Objective

The Sub-Fund invests mainly in high yield bonds issued by corporations anywhere in the world, with an emphasis on North America and Europe. Specifically, at all times, the Sub-Fund invests at least twothirds of total net assets (excluding liquidities) in bonds that are rated below BBB- by Standard and Poors or Baa3 by Moodys, or are unrated. The Sub-Fund does not invest in shares or other participation rights, or in convertible securities. The SubFund may invest up to 30% of total net assets in money market investments and bank deposits. The Sub-Fund may also invest in shares or units of UCITS or other UCIs.

Showing fund performance in Netherlands View performance globally

Performance

Global High Yield over : 30/09/2017 - 30/09/2018
  • Rank 52/68 Total Return
  • Rank 12/68 Standard Deviation
  • Rank 44/68 Max Drawdown
Fund Name Currency Return
50 SLI Glo SICAV Global High Yield Bond A Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

51 Schroder ISF Global High Yield EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

52 Aviva Investors Global High Yield Bond Ah EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

53 Templeton Global High Yield I (acc) EUR EUR

-1.7%

54 T Rowe Global High Yield Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

Fund Name Currency Risk
10 Allianz Global Multi-Asset Credit - A (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

11 Nomura Funds Ireland-Global High Yield Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

12 Aviva Investors Global High Yield Bond Ah EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

13 Oaktree (Lux.) Fds Oaktree Global HY Bd FdH EUR B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

14 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

Fund Name Currency Loss
42 DPAM L Bonds Higher Yield B EUR Capitalisation EUR

-3.2%

43 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

44 Aviva Investors Global High Yield Bond Ah EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

44 L&G Global High Yield Bond Z EUR Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

46 Muzinich Global High Yield Hedged Euro Acc A

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% -0.7% 1.4%
2017 3.4% 1.5% 1.6% 0.9% -0.6%
2016 8.5% 1.9% 1.8% 3.7% 0.9%
2015 -0.6% 2.9% -0.1% -3.7% 0.4%
2014 2.2% 3.3% 1.6% -2.5% -0.2%
2013 5.6% 2.2% -1.8% 2.2% 3.1%
2012 14.3% 5.0% 1.1% 4.5% 3.1%
2011 5.1% 3.7% 0.7% -4.3% 5.1%
2010 13.7% 4.9% -1.1% 6.2% 3.2%
2009 49.6% 4.7% 20.9% 12.3% 5.3%
2008 -17.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date22/09/2008
  • Share Class size26Mn
  • Base currencyEUR
  • ISIN LU0367993408
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management1.20%
  • Initial investment5.00%

Related News

US group closes short duration HY fund

Investment firm calls time on strategy overseen by Citywire + rated team after struggle to accrue assets, Citywire Selector has learned.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).