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Fidelity Funds - Global High Yield E-MINCOME-EUR H

Ranked 11 out of 28 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Peter Khan

Peter Khan is portfolio manager of the Euro short-term bond fund at Fidelity International based in London. He joined the firm in 2000 and has been responsible for Euro fixed income portfolios since 2009 and is currently responsible for SUS632 million of assets under management. Prior to joining Fidelity, he was head of trading at Bayerische Hypo-und Vereinsbank. Peter graduated with an MBA from the NYU Stern School of Business and UC Berkeley College of Letters and Sciences.

Objective

This fund seeks a high level of current income and capital appreciation by investing primarily in high-yielding, sub investment grade securities of issuers globally. The Investment Manager will typically focus its investments in a more concentrated number of securities and therefore the resulting portfolio will be less diversified. This fund will suit those investors seeking high income and capital appreciation and who are prepared to accept the risks associated with this type of investment.

Showing fund performance in Portugal View performance globally

Performance

Global High Yield over : 31/05/2017 - 31/05/2018
  • Rank 11/28 Total Return
  • Rank 12/28 Standard Deviation
  • Rank 12/28 Max Drawdown
Fund Name Currency Return
9 JPM Global High Yield Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

10 Schroder ISF Global High Income Bond EUR Hdg B Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

11 Fidelity Funds - Global High Yield E-MINCOME-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

12 Muzinich Global High Yield Hedged Euro Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

13 Schroder ISF Global High Yield EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

Fund Name Currency Risk
10 Neuberger Berman Global HY Bond EUR M Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

11 Mirabaud-Global High Yield Bond-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

12 Fidelity Funds - Global High Yield E-MINCOME-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

13 Goldman Sachs Glo High Yield Pf OCS EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

14 PARVEST Bond World High Yield Classic Cap EUR EUR

2.5

Fund Name Currency Loss
10 Goldman Sachs Glo High Yield Pf OCS EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

11 Allianz Global Multi-Asset Credit - CT (H2-EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

12 Fidelity Funds - Global High Yield E-MINCOME-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

13 PIMCO GIS Global High Yield Bond E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

14 Muzinich Global High Yield Hedged Euro Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 4.3% 1.9% 0.9% 1.1% 0.3%
2016 12.4% 2.3% 4.4% 4.0% 1.2%
2015 -3.6% 1.6% 0.6% -4.5% -1.3%
2014 0.1% 2.4% 2.9% -3.0% -2.1%
2013 5.1% 2.0% -1.8% 1.5% 3.4%
2012 0.6% 4.5% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Italy
  5. Luxembourg
  6. Malta
  7. Portugal
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date05/03/2012
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU0740037451
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25

Related News

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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).