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First Trust Preferred Securities and Income;I

Ranked 14 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide current income and total return. The Fund seeks to achieve its investment objectives by investing at least 80% of its net assets in preferred stock and debt instruments similar in many respects to preferred stock such as hybrid securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017
  • Rank 14/357 Total Return
  • Rank 287/357 Standard Deviation
  • Rank 202/357 Max Drawdown
Fund Name Currency Return
12 Lord Abbett Bond-Debenture Fund;A USD

10.2%

13 Nuveen Preferred Securities and Income Fund;I USD

9.6%

14 First Trust Preferred Securities and Income;I USD

9.4%

15 PIMCO Income Fund;Institutional USD

9.0%

16 AB (HK) American Income Portfolio A2 RMB H

Currency exposure is hedged

Currency exposure is hedged

USD

8.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% 3.7% 1.8%
2016 6.1% 0.0% 3.0% 3.9% -0.9%
2015 5.5% 3.0% 0.1% 0.2% 2.2%
2014 11.1% 5.4% 3.6% 0.6% 1.2%
2013 -4.3% 2.9% -2.8% -5.2% 1.0%
2012 16.9% 6.9% 3.9% 3.9% 1.4%
2011 2.4% -1.8% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date11/01/2011
  • Share Class size141Mn
  • Base currencyUSD
  • ISIN US33738A1319

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.82%

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