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

Stone Harbor High Yield Bond I Euro Acc

Ranked 21 out of 49 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Objective

The primary investment objective of the Fund to generate a total return (i.e., capital appreciation). The generation of high current income is a secondary objective. The Fund invests at least 70% of its net assets in high-yield corporate bonds, debentures, notes (including Structured Notes and freely transferable promissory notes), securitised loan participations, equipment trust certificates and Rule 144A Securities which are issued by U.S. and non-U.S. corporations, which are listed or traded on Regulated Markets worldwide. The Fund may invest in higher-rated securities when the Investment Manager believes that a more defensive investment strategy is appropriate in light of market or economic conditions.

Showing fund performance in Ireland View performance globally

Performance

Global High Yield over : 30/09/2017 - 30/09/2018
  • Rank 21/49 Total Return
  • Rank 31/49 Standard Deviation
  • Rank 23/49 Max Drawdown
Fund Name Currency Return
19 Kames Short Dated High Yield Glbl Bd B Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

20 Barclays GA - Global High Yield Bond B Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

21 Stone Harbor High Yield Bond I Euro Acc EUR

-0.5%

22 Candriam Bonds Global High Yield I Cap EUR

-0.6%

22 Principal GI High Yield EUR Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

Fund Name Currency Risk
29 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

30 BlueBay Global High Yield Bond B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

31 Stone Harbor High Yield Bond I Euro Acc EUR

2.5

32 PARVEST Bond World High Yield Classic Cap EUR EUR

2.5

33 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

Fund Name Currency Loss
21 PIMCO GIS Global High Yield Bond Inst EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

22 Robeco High Yield Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

23 Stone Harbor High Yield Bond I Euro Acc EUR

-2.7%

24 Goldman Sachs Glo High Yield Pf OCS EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

25 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 0.3% 1.9%
2017 3.4% 1.9% 0.8% 1.4% -0.6%
2016 11.0% 2.2% 3.2% 4.1% 1.2%
2015 -6.5% 2.3% -1.0% -6.4% -1.4%
2014 0.7% 3.2% 2.5% -3.0% -1.9%
2013 7.6% 3.1% -1.5% 2.2% 3.6%
2012 15.3% 5.2% 1.3% 4.5% 3.6%
2011 2.0% 4.2% 0.7% -7.8% 5.3%
2010 11.5% 2.7% -0.4% 5.9% 3.0%
2009 12.2% 10.0% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. South Africa
  9. Spain
  10. Sweden
  11. United Kingdom

Fund Info

  • Launch date18/03/2009
  • Share Class size23Mn
  • Base currencyEUR
  • ISIN IE00B1YBSK18

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment250,000

Charges

  • Annual management0.50%
  • Initial investment0.50%

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