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Aviva Investors Short Duration Gl HY Bd Ih EUR

Ranked 49 out of 56 in - Global High Yield over 36 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 Fund aims to provide income with the prospect for capital growth. The Fund will invest in a broad range of bonds (loans that pay a fixed or variable rate of interest) issued by companies from around the world. Typically most investment will be in US and European bonds and will typically have maturity dates of five years or less. The bonds will mainly be "high yield" bonds, which are either unrated or with a rating of less than 'BBB-', by Standard and Poor’s. These are generally considered to be riskier investments but may pay a higher income.

Showing fund performance in Netherlands View performance globally

Performance

Global High Yield over : 30/09/2015 - 30/09/2018
  • Rank 49/56 Total Return
  • Rank 3/56 Standard Deviation
  • Rank 4/56 Max Drawdown
Fund Name Currency Return
47 Invesco Global High Income A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

10.6%

48 Worldwide Alternative Fund SICAV-SIF SSF EUR I Div EUR

9.8%

49 Aviva Investors Short Duration Gl HY Bd Ih EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2%

50 Parvest Bond World High Yield Short Duration IH EC

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2%

51 M&G Global Floating Rate High Yield EUR A-H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

8.7%

Fund Name Currency Risk
1 Principal GI Post Global Ltd Term HY EUR Hdg I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

2 Parvest Bond World High Yield Short Duration IH EC

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

3 Aviva Investors Short Duration Gl HY Bd Ih EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

4 SWC (LU) BF Short Term Global High Yield ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

5 AB SICAV I-Short Duration High Yield Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

Fund Name Currency Loss
2 Worldwide Alternative Fund SICAV-SIF SSF EUR I Div EUR

-1.7%

3 Principal GI Post Global Ltd Term HY EUR Hdg I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

4 Aviva Investors Short Duration Gl HY Bd Ih EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

5 SWC (LU) BF Secured High Yield AAH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

6 SWC (LU) BF Short Term Global High Yield ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 0.0% 0.7%
2017 2.2% 1.0% 1.0% 0.9% -0.7%
2016 6.6% 1.3% 1.6% 2.4% 1.2%
2015 1.4% 3.0% 0.3% -1.9% 0.1%
2014 1.7% -1.9% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date24/02/2014
  • Share Class size31Mn
  • Base currencyEUR
  • ISIN LU1028903703
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.45%

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