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eQ High Yield 1 K

Ranked 12 out of 51 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Tommy Petersen

Tommy Petersen earned an MSc in economics from the Helsinki School of Economics. He started his professional career in 2004 at Fides Asset Management as a portfolio analyst, and in 2007 moved to eQ Bank. Since 2009 he has been a portfolio manager at eQ Asset Management running both equity and fixed income portfolios. Outside of work, Tommy enjoys the cinema and skiing.

Objective

The Fund is a Mutual Fund, UCITS and is an actively managed fixed income fund. It invests mainly in corporate bonds with a credit rating below BBB from Standard & Poors or similar rating agencies. Investments are mainly in UER and USD denominated bonds with currency risk hedged back to EUR. The Fund does not invest in the financial sector.

Showing fund performance in Finland View performance globally

Performance

Global High Yield over : 31/05/2016 - 31/05/2017
  • Rank 12/51 Total Return
  • Rank 42/51 Standard Deviation
  • Rank 18/51 Max Drawdown
Fund Name Currency Return
10 Franklin Global High Income Bond A (acc) EUR EUR

11.5%

11 Danske Invest High Yield Kasvu EUR

11.3%

12 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

11.2%

13 AB FCP I-Global High Yield Portfolio A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

11.0%

14 Fidelity Funds - Global High Yield I-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

10.8%

Fund Name Currency Risk
40 Nordea 1 - International High Yield Bond HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

41 Legg Mason Brandywine Global High YieldPrAccHAHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

42 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

43 Old Mutual Monthly Inc High Yield Bd A EUR Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.6

44 Capital Group Gl High Inc Opps (LUX) Xh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

Fund Name Currency Loss
17 SEB Global High Yield B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

18 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

19 Oaktree (Lux.) Fds Oaktree Global HY Bd FdH EUR B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

19 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.2%
2016 11.7% 1.9% 2.1% 4.8% 2.4%
2015 -0.1% 2.6% -0.3% -2.6% 0.3%
2014 4.8% 2.9% 2.3% -1.3% 0.9%
2013 8.1% 1.1% -0.3% 3.7% 3.4%
2012 18.9% 8.7% 0.5% 4.9% 3.8%
2011 -1.0% 3.0% 0.6% -8.7% 4.7%
2010 12.9% 5.7% -1.9% 6.7% 2.1%
2009 49.9% 4.6% 19.2% 15.7% 4.0%
2008 -31.6% -6.7% 0.8% -6.5% -22.2%
2007 -1.6% 1.6% 0.3% -1.8% -1.6%
2006 7.8% 2.1% -0.3% 2.9% 2.9%
2005 5.3% -0.1% 1.5% 2.7% 1.1%
2004 11.5% 2.2% -0.1% 4.1% 5.0%
2003 25.1% 4.7% 10.3% 3.0% 5.2%
2002 -1.0% -0.4% -2.9% -5.2% 7.9%
2001 -0.7% -5.5% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date16/03/2001
  • Share Class size72Mn
  • Base currencyEUR
  • ISIN FI0008804406
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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