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Fidelity Funds - Global High Yield I-EUR H

Ranked 11 out of 42 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 Norway View performance globally

Performance

Global High Yield over : 31/01/2017 - 31/01/2018
  • Rank 11/42 Total Return
  • Rank 11/42 Standard Deviation
  • Rank 4/42 Max Drawdown
Fund Name Currency Return
9 Hermes Global High Yield Credit R EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6%

10 Wellington Multi-Sector Credit EUR S Inc EUR

5.3%

11 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3%

12 Amundi Fds Bond Global High Yield - FHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.1%

13 BGF Global High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7%

Fund Name Currency Risk
9 Allianz Selective Global High Yield - A (H2EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

10 NN (L) Global High Yield P Cap EUR Hdgiii

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

11 SLI Glo SICAV Global High Yield Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

11 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

11 Muzinich Global High Yield Hedged Euro Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

Fund Name Currency Loss
2 Hermes Global High Yield Credit R EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

3 Wellington Multi-Sector Credit EUR S Inc EUR

-0.2%

4 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

5 Morgan Stanley Global High Yield Bond AHX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

6 AXA WF Global High Yield Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

6 Invesco Global High Income A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 5.6% 2.1% 1.3% 1.5% 0.6%
2016 13.7% 2.5% 4.8% 4.3% 1.4%
2015 -2.1% 2.2% 1.0% -4.3% -0.9%
2014 2.0% 2.9% 3.6% -2.7% -1.7%
2013 6.4% 2.2% -1.4% 1.8% 3.7%
2012 0.8% 5.0% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Guernsey
  7. Iceland
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date05/03/2012
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU0740037535
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0

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