Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Fidelity Funds - Global High Yield I-EUR H

Ranked 18 out of 37 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.

Ian Spreadbury

Ian Spreadbury earned a BSc in Pure & Applied Mathematics from the University of North Wales in 1972 and went on to gain an MSc in Mathematical Statistics from Sussex University in 1976. Immediately after he graduated, Spreadbury worked as an actuary for various employers before he moved into fund management with Legal & General in 1985. He joined Fidelity in 1995 and brings a cautious and long-term approach to the funds he runs which include the Fidelity Extra Income, Fidelity Moneybuilder Balanced and Fidelity Moneybuilder Income unit trusts along with a broad selection of offshore and institutional portfolios.

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. The fund may invest its net assets directly in onshore China bonds listed or traded on any eligible market in China

Showing fund performance in Norway View performance globally

Performance

Global High Yield over : 31/10/2016 - 31/10/2017
  • Rank 18/37 Total Return
  • Rank 21/37 Standard Deviation
  • Rank 24/37 Max Drawdown
Fund Name Currency Return
17 Capital Group Gl High Inc Opps (LUX) Xh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.3%

18 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

6.3%

19 Nomura Funds Ireland-Global High Yield Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

6.2%

20 Muzinich Global High Yield Hedged Euro Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0%

Fund Name Currency Risk
19 T Rowe Global High Yield Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

20 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

21 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

22 Wellington Multi-Sector Credit EUR S Inc EUR

2.8

23 Morgan Stanley Global High Yield Bond AHX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

Fund Name Currency Loss
23 Muzinich Global High Yield Hedged Euro Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

24 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

24 Goldman Sachs Glo High Yield Pf OCS EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

26 Nomura Funds Ireland-Global High Yield Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 1.3% 1.5%
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 size12Mn
  • Base currencyEUR
  • ISIN LU0740037535
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • 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).