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eQ High Yield 1 K

Ranked 4 out of 52 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 : 31/07/2016 - 31/07/2017
  • Rank 4/52 Total Return
  • Rank 39/52 Standard Deviation
  • Rank 20/52 Max Drawdown
Fund Name Currency Return
2 Morgan Stanley Global High Yield Bond AHX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.7%

3 Nordea 1 - International High Yield Bond HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2%

4 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2%

5 Principal GI High Yield EUR Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

9.1%

6 Schroder ISF Global High Income Bond EUR Hdg B Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

3.4

39 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

3.4

40 European SSF Senior Secured A EUR Inc EUR

3.5

40 Goldman Sachs Glo High Yield Pf OCS EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

Fund Name Currency Loss
18 PARVEST Bond World High Yield I Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

18 SEB Global High Yield B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

20 eQ High Yield 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

21 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 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.2% 1.9%
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 size80Mn
  • 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).