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Nordea 1 - Low Duration US High Yield Bond HA EUR

Ranked 15 out of 33 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Dan Roberts

Dan Roberts has over 30 years of industry experience. He runs several Nordea fixed income funds on behalf of MacKay Shields LLC. Before joining Mackay Shields (then Pareto Partners) Dan was a managing director at UBS, and also served on the US Congress Joint Economic Committee at the White house for two years. Dan was born in the mid-fifties and hails from Iowa. He studied economics at the University of Iowa and graduated with a PhD and a BBA.

Objective

The Subfunds objective is to preserve the Shareholders capital and to provide a return on the investment, primarily consisting of interest income and long-term capital appreciation. The Subfund invests a minimum of two-thirds of its Total Assets in High Yield Bonds, issued by Private Borrowers which are domiciled or exercise the predominant part of their economic activity in the United States of America, or denominated in USD. The Subfund may invest up to 10% of its Total Assets in asset backed securities.

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 31/05/2017 - 31/05/2018
  • Rank 15/33 Total Return
  • Rank 1/33 Standard Deviation
  • Rank 3/33 Max Drawdown
Fund Name Currency Return
13 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

14 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

15 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

16 Federated High Income Advantage A EUR ACC

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

17 Amundi SICAV II US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

Fund Name Currency Risk
1 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

2 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

3 AXA WF US Short Duration High Yield Bonds AC EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

4 PrivilEdge Columbia US Short Duration HY SH EUR MA EUR

0.9

5 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

Fund Name Currency Loss
1 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

2 AXA WF US Short Duration High Yield Bonds AC EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

3 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

4 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

4 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 0.6% 0.3% 0.7% 0.1% -0.6%
2016 2.9% 0.6% 1.2% 1.1% 0.0%
2015 -0.9% 1.2% 0.1% -2.0% -0.1%
2014 0.8% -1.7% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Luxembourg
  4. Singapore
  5. Switzerland

Fund Info

  • Launch date21/01/2014
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1009724847
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • 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).