Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder ISF Global Credit Dur Hdg EUR A Acc

Ranked 9 out of 40 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Rick Rezek

Wesley Sparks

Wesley Sparks, CFA is head of US taxable fixed income at Schroders Investment Management. He joined the firm in 2000 and prior to this, he was vice president and portfolio manager at Aeltus Investment Management Inc. Wesley graduated from the Wharton School at the University of Pennsylvania with an MBA in Finance and the Northwestern University with a BA in Economics.

Objective

To provide total return primarily through investment in credit and credit related instruments and other fixed and floating rate securities, cash and derivative financial instruments that together provide exposure to global credit markets.The fund may have exposure to investment grade and sub-investment grade debt at any time. Whilst credit and credit related instruments will form the majority of assets held, securities issued by governments, government agencies and supranational issuers may also be held from time to time.

Showing fund performance in Belgium View performance globally

Performance

Global Flexible over : 31/05/2017 - 31/05/2018
  • Rank 9/40 Total Return
  • Rank 19/40 Standard Deviation
  • Rank 13/40 Max Drawdown
Fund Name Currency Return
7 Morgan Stanley Global Fixed Income Opps A EUR EUR

-0.5%

8 Amundi Fds Bond Global Aggregate - AE (D)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

9 Schroder ISF Global Credit Dur Hdg EUR A Acc EUR

-0.7%

10 Schroder ISF Global Multi Credit A Inc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

11 DPAM L Bonds Uni Unconstrained B EUR Cap EUR

-0.8%

Fund Name Currency Risk
17 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

17 Edmond de Rothschild Fund Bd Allocation A EUR Acc EUR

2.0

19 Schroder ISF Global Credit Dur Hdg EUR A Acc EUR

2.1

20 PIMCO GIS Diversified Income Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2

21 Nomura Funds Ireland-Global Dynamic Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2

Fund Name Currency Loss
11 Janus Henderson HF Total Return Bond A2 EUR EUR

-2.2%

12 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

13 Schroder ISF Global Credit Dur Hdg EUR A Acc EUR

-2.3%

14 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

15 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 1.5% 0.1% 0.3% 0.6% 0.5%
2016 4.1% -0.4% 1.1% 2.1% 1.3%
2015 -1.8% 0.9% -1.0% -2.5% 0.8%
2014 -0.5% 0.8% 1.0% -0.8% -1.5%
2013 2.1% -1.0% -0.3% 0.9% 2.5%
2012 6.0% 3.1% -1.2% 2.3% 1.7%
2011 -5.9% 1.2% -1.2% -5.9% 0.1%
2010 0.7% 1.5% -2.8% 1.0% 1.1%
2009 14.7% 1.4% 6.9% 2.7% 3.1%
2008 -4.9% 2.3% -3.5% 1.1% -4.7%
2007 -5.8% 0.4% -1.1% -3.5% -1.7%
2006 3.1% 0.8% -0.9% 1.9% 1.3%
2005 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Italy
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. United Kingdom

Fund Info

  • Launch date30/09/2005
  • Share Class size91Mn
  • Base currencyEUR
  • ISIN LU0227788626

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment3

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