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eQ High Yield 1 K

Ranked 10 out of 60 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 : 30/04/2017 - 30/04/2018
  • Rank 10/60 Total Return
  • Rank 6/60 Standard Deviation
  • Rank 4/60 Max Drawdown
Fund Name Currency Return
8 Schroder ISF Global High Income Bond EUR Hdg B Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0%

9 BlueBay Global High Yield Bond B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9%

10 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8%

11 Wellington Multi-Sector Credit EUR S Inc EUR

1.8%

12 Wellington Global High Yield Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6%

Fund Name Currency Risk
4 BNY Mellon Gl Sh Dated Hg Yld Bd EUR I Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

5 Aviva Investors Short Duration Gl HY Bd Iah EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

6 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

7 AXA WF Global High Yield Bonds E C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

8 Aktia Global High Yield Bond+ D EUR

1.7

Fund Name Currency Loss
2 BNY Mellon Gl Sh Dated Hg Yld Bd EUR I Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

3 Putnam Global High Yield Bond E EUR EUR

-1.0%

4 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

5 Wellington Multi-Sector Credit EUR S Inc EUR

-1.1%

6 Aktia Global High Yield Bond+ D EUR

-1.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 5.2% 2.2% 1.9% 0.8% 0.3%
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 size62Mn
  • 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).