Threadneedle HY Bd Z Acc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.89%
  • 3 Year sharpe0.25
  • 3 Year alpha-0.47
  • Distribution Typeaccumulation
  • BenchmarkICE BofA EurCcy HY xSubFin Ctd TR HGBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.73%
  • IA Sector£ High Yield
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB00BPZ55D21

Investment Strategy

The Fund aims to provide income. It looks to outperform the ICE BofAML European Currency High Yield Excluding Subordinated Financials Constrained (Hedged to Sterling) Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least two-thirds of its assets in bonds issued by companies worldwide that are denominated in euros (EUR) or sterling (GBP) and rated below investment grade. The Fund may invest to a lesser extent in bonds denominated in currencies other than euro and sterling, bonds of other credit quality (as well as unrated bonds) and bonds issued by governments and quasi-government entities. Non-sterling bonds are typically hedged into sterling. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.

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