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Marlborough High Yield Fixed Interest

Ranked 83 out of 98 in - Euro High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Steven Logan

Steven Logan at Marlborough Fund Managers has 25 years' credit market experience and has been managing European high yield portfolios for 15 years. He is an Associate of the Chartered Institute of Bankers.

Ben Pakenham

Ben Pakenham is a fund manager at Aberdeen Asset Management based in London. He joined the firm in 2011 and prior to this was a fund manager at Henderson Global Investors. Ben manages a number of funds for the firm dealing in high yield bonds, using a long only investment style.

Objective

The objective of the scheme is to provide a high level of income with the opportunity for some long-term capital growth. The scheme will invest in portfolio largely comprising fixed, variable rate and index related securities issued by corporates, government, supranational institutions and local and regional agencies, both in the UK and internationally, as well as other securities deemed to be appropriated by the Manager.

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

Performance

Euro High Yield over : 31/07/2016 - 31/07/2017
  • Rank 83/98 Total Return
  • Rank 98/98 Standard Deviation
  • Rank 98/98 Max Drawdown
Fund Name Currency Return
81 YCAP High Yield Fund Extensus A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2%

82 Tikehau CP Feeder EUR

4.2%

83 Marlborough High Yield Fixed Interest EUR

3.5%

84 Moorea Fund Euro High Yield Short Dur RE Cap EUR

3.3%

85 Covea Multigestion Haut Rendement EUR

3.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% -0.3%
2016 -6.6% -6.1% -4.1% 0.2% 3.5%
2015 10.6% 10.8% 2.7% -4.3% 1.6%
2014 10.2% 3.7% 5.3% 0.4% 0.5%
2013 6.1% -1.9% -3.5% 7.7% 4.1%
2012 30.9% 14.2% -1.0% 9.5% 5.7%
2011 -5.1% 2.6% -3.6% -9.4% 5.8%
2010 19.4% 7.8% 5.7% 3.2% 1.5%
2009 104.8% 2.5% 50.0% 23.9% 7.6%
2008 -56.7% -13.2% 3.4% -9.4% -46.7%
2007 -2.9% 3.2% 1.3% -3.6% -3.6%
2006 11.5% 2.7% 1.4% 3.3% 3.7%
2005 9.5% 2.7% 1.7% 3.8% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/11/2004
  • Share Class size63Mn
  • Base currencyGBP
  • ISIN GB00B03TN153

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

European HY head: government bonds look like a new bubble

Aberdeen AM's Steven Logan believes central bank policy has added a junk dynamic to sovereign debt.

Euro corporates in better shape than investors think, says top HY manager

Aberdeen’s Paul Reed explains how to avoid getting burned in the European high yield bond market and criticises managers who opted for high cash levels over past few months.

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