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Threadneedle Eupn High Yld Bd Inst Gr Acc Hdg CHF

Ranked 7 out of 15 in - Europe High Yield over 12 months
All calculations are in CHF unless stated

Managed by

Michael Poole

Michael Poole joined Columbia Threadneedle in 2005 and is a portfolio manager within the High Yield Bond team. He manages the European High Yield Bond Fund and is co-portfolio manager of the Threadneedle Credit Opportunities Fund, as well as a number of institutional mandates. Prior to his appointment as portfolio manager, Michael served as an investment analyst covering high yield credits in the Basic Industry, Packaging, Autos and Energy sectors. Michael previously worked for Muzinich as a credit analyst and also spent three years with Credit Suisse First Boston (previously Donaldson, Lufkin & Jenrette) within their investment banking division. Michael holds an MBA from London Business School and a degree in Economics (Honours) from the University of Western Ontario in Canada.

Objective

The aim of the Fund is to provide income with the potential to grow the amount you invested as well. The Fund invests at least two-thirds of its assets in high income paying Euro or British Pound bonds (which are similar to a loan and pay a fixed or variable interest rate) issued by companies in Europe or companies that have significant operations there. High income paying bonds are bonds that have received lower ratings from international agencies that provide such ratings. These bonds are considered riskier than higher rated bonds but typically pay a higher income.

Showing fund performance in Switzerland View performance globally

Performance

Europe High Yield over : 30/06/2017 - 30/06/2018
  • Rank 7/15 Total Return
  • Rank 4/15 Standard Deviation
  • Rank 5/15 Max Drawdown
Fund Name Currency Return
5 Robeco European High Yield Bonds FH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.5%

6 Nordea 1 - European High Yield Bond HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.1%

7 Threadneedle Eupn High Yld Bd Inst Gr Acc Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.1%

8 AXA IM FIIS Europe Short Duration HY B C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

9 Fidelity Funds - European Hi Yld Y-ACC-CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

Fund Name Currency Risk
2 M&G European High Yield Bond CHF A-H Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

3 BlueBay High Yield Corporate Bond B CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

4 Threadneedle Eupn High Yld Bd Inst Gr Acc Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

5 Janus Henderson HF Euro HiYld Bond A2 HCHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

6 Oaktree (Lux) Fds-Oaktree European Hi Yld BdHCHFB

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2

Fund Name Currency Loss
3 Janus Henderson HF Euro HiYld Bond A2 HCHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.5%

4 BlueBay High Yield Bond R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.7%

5 Threadneedle Eupn High Yld Bd Inst Gr Acc Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

6 Robeco European High Yield Bonds FH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

7 Nordea 1 - European High Yield Bond HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -0.9%
2017 5.2% 1.5% 1.9% 1.2% 0.4%
2016 15.3% 8.4% 1.5% 3.3% 1.4%
2015 0.7% 2.3% -0.5% -2.1% 1.0%
2014 4.2% 2.3% 2.1% -0.9% 0.6%
2013 8.4% 1.3% 0.1% 3.4% 3.3%
2012 20.6% 9.0% -0.5% 5.9% 5.1%
2011 -9.8% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date25/05/2011
  • Base currencyCHF
  • ISIN GB00B4RG9G75
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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