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BNY Mellon Global Credit EUR H Acc Hdg

Ranked 64 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Peter Bentley

Peter Bentley was born in the UK in 1970 and graduated from Nottingham University with a BA in economics and econometrics. He started his career in 1993 with the Bank of England where he was a supervisory manager of gilts and money markets. In 1997 he joined Schroder Investment Management where he was a portfolio manager and in 2000 he joined Morley Investment Management. Peter moved to PIMCO Europe in 2004 where he was a senior vice president before joining Insight Investment where he is currently the head of UK and global credit. He has passed the IMC and IIMR Associate exams and is an Associate of the CFA Society of the UK. Outside of fund management he enjoys cricket, music and the cinema and theatre.

Objective

The Sub-Fund aims to achieve a total return from income and capital growth. The Sub-Fund aims to achieve its investment objective by investing the majority of its assets, meaning over 50%, in global credit markets,(corporate debt). The remaining assets will be invested in non-credit debt and debt related securities (debt and debt related securities issued by governments, supranationals and public international bodies), currencies, cash and near cash assets as outlined below. The Sub-Fund may invest principally in financial derivative instruments (FDI), and will use such FDI for investment, hedging and portfolio management purposes.

Showing fund performance in Jersey View performance globally

Performance

Bond Strategies over : 31/08/2017 - 31/08/2018
  • Rank 64/85 Total Return
  • Rank 38/85 Standard Deviation
  • Rank 55/85 Max Drawdown
Fund Name Currency Return
62 PARVEST Bond Absolute Return V350 Classic Cap EUR EUR

-2.4%

63 Amundi Funds II Absolute Return Bond E No Dis EUR EUR

-2.4%

64 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

65 Insight Total Return Bond S Euro Dis EUR

-3.3%

66 Invesco Unconstrained Bond Fund A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

Fund Name Currency Risk
38 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

39 Ostrum Credit Opportunities I/A (EUR) EUR

1.7

40 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

40 Candriam Patrimoine Obli-Inter I

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

Fund Name Currency Loss
53 Invesco Active Multi-Sector Credit C Acc EUR EUR

-3.4%

54 Lazard Gestion Flexible Obligataire A EUR

-3.4%

55 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

55 PARVEST Bond Absolute Return V350 Classic Cap EUR EUR

-3.5%

57 SLI Glo SICAV Total Return Credit D Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% -1.6%
2017 2.8% 0.5% 1.2% 0.7% 0.4%
2016 2.2% 1.4% -2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/02/2016
  • Base currencyEUR
  • ISIN IE00BYZW4W89
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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