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Wellington Multi-Sector Credit EUR S Inc

Ranked 23 out of 107 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Objective

The fund will seek to provide total returns in excess of the high-yielding fixed income markets.The fund will allocate its assets across a broadly diversified portfolio of credit instruments. The fund will invest primarily in high-yielding sectors of the credit market including emerging market debt, high yield debt, and bank loans, but may invest in any security contained in the Reference Benchmark and any debt obligation approved by the Investment Managers credit research process and deemed to be consistent with the investment objectives of the fund.

Showing fund performance in Luxembourg View performance globally

Performance

Global High Yield over : 31/01/2017 - 31/01/2018
  • Rank 23/107 Total Return
  • Rank 22/107 Standard Deviation
  • Rank 7/107 Max Drawdown
Fund Name Currency Return
21 Schroder ISF Global Credit Value EUR Hgd C Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

5.5%

22 Switzerland Invest-Fixed Income High Yield HAIG B EUR

5.4%

23 Wellington Multi-Sector Credit EUR S Inc EUR

5.3%

24 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3%

25 Nordea 1 - International High Yield Bond HX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.2%

Fund Name Currency Risk
20 Aviva Investors Short Duration Gl HY Bd Iah EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

21 Swiss Life Funds (LUX) Bd Gl High Yield R EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

22 DNB Sicav High Yield A EUR EUR

1.6

22 Wellington Multi-Sector Credit EUR S Inc EUR

1.6

24 Hermes Global High Yield Credit R EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

24 Invesco Global High Income A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

Fund Name Currency Loss
5 Pioneer Funds Global High Yield H No Dis Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

6 UniInstitutional Basic Global Corporates HY EUR EUR

-0.2%

7 Wellington Multi-Sector Credit EUR S Inc EUR

-0.2%

8 DNB Sicav High Yield A EUR EUR

-0.2%

9 Janus Henderson Global High Yield Aacc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

9 PineBridge Altern Global Secured Credit GH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.6% 2.5% 1.8% 1.5% 0.6%
2016 10.2% 2.6% 3.2% 3.8% 0.4%

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. United Kingdom

Fund Info

  • Launch date15/10/2015
  • Share Class size72Mn
  • Base currencyEUR
  • ISIN LU1242415534

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.45

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