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Wellington Global High Yield Bond EUR S Acc Hdg

Ranked 12 out of 56 in - Global High Yield over 36 months
All calculations are in EUR unless stated

Managed by

Christopher Jones

Christopher Jones is a senior vice president at Wellington Management Company based in Boston, where he manages portfolios in the high yield/bank loan team focusing on the firm’s core high yield, European high yield, global high yield and total return-oriented strategies. Jones joined the firm in 1994. He graduated from UCLA Anderson School of Management with an MBA in finance and the University of California San Diego with a BSc in biology.

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 Netherlands View performance globally

Performance

Global High Yield over : 30/09/2015 - 30/09/2018
  • Rank 12/56 Total Return
  • Rank 21/56 Standard Deviation
  • Rank 22/56 Max Drawdown
Fund Name Currency Return
10 Principal GI High Yield EUR Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

17.5%

11 Robeco QI Dynamic High Yield IH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

17.2%

12 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

17.0%

13 UBAM Global High Yield Solution IHD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

16.9%

14 Capital Group Gl High Inc Opps (LUX) Bh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

16.8%

Fund Name Currency Risk
19 PIMCO GIS Global High Yield Bond Inst EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

20 Janus Henderson Glo High Yield AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

21 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

22 Robeco QI Dynamic High Yield IH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3

23 AEAM Global High Yield (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3

Fund Name Currency Loss
20 Muzinich Global High Yield Hedged Euro Acc A

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

21 Jyske Invest High Yield Corporate Bonds CL

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

22 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

23 PARVEST Bond World High Yield Privilege D EUR EUR

-4.4%

24 Robeco High Yield Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -0.7% 1.7%
2017 6.6% 2.3% 1.9% 1.9% 0.4%
2016 11.5% 2.3% 3.2% 4.4% 1.1%
2015 -2.2% 2.7% 0.3% -4.2% -0.9%
2014 2.9% 3.0% 2.6% -1.9% -0.8%
2013 7.1% 2.1% -1.1% 2.7% 3.3%
2012 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  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 date28/09/2012
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN IE00B28HXJ67
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.00%

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