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Barings Developed and Em Mkts HY Bd I USD Acc

Ranked 5 out of 30 in - Global High Yield over 12 months
All calculations are in USD unless stated

Managed by

Scott Roth

Scott Roth is a member of Barings’ U.S. High Yield Investments Group and the U.S. High Yield Investment Committee. His responsibilities include portfolio management for various high yield bond total return strategies. Scott has worked in the industry since 1993 and his experience has encompassed fund management, underwriting, leveraged loans and high yield. Prior to joining the firm in 2002, he was a vice president at Webster Bank and was a high yield analyst at Times Square Capital Management. He also served as an underwriter at Chubb Insurance Company. Scott holds a B.B.A. from Western Michigan University, an M.B.A. from the University of Michigan and is a member of the CFA Institute.

Objective

The primary investment objective of the Fund is to produce a high level of current yield in dollar terms, commensurate with an acceptable level of risk. Any capital appreciation will be incidental. The policy of the Fund is to invest in a combination of debt and loan securities (including credit linked securities) of corporations and governments (including any agency of government or central bank) of any member state of the Organisation for Economic Co-operation and Development (OECD) and of any developing or emerging markets.

Showing fund performance in Taiwan View performance globally

Performance

Global High Yield over : 30/09/2017 - 30/09/2018
  • Rank 5/30 Total Return
  • Rank 20/30 Standard Deviation
  • Rank 14/30 Max Drawdown
Fund Name Currency Return
3 NN (L) Global High Yield X D(M) U Hiii

Currency exposure is hedged

Currency exposure is hedged

USD

2.4%

4 Fubon Strategic High Income Fund A USD USD

1.8%

5 Barings Developed and Em Mkts HY Bd I USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.8%

6 T Rowe Global High Yield Bond Z USD USD

1.7%

7 FSITC Global High Yield Bond Fund A Acc (USD) USD

1.7%

Fund Name Currency Risk
18 Russell Investments Global High Yield DH-B Roll Up USD

2.6

19 PARVEST Bond World High Yield Classic H USD Cap

Currency exposure is hedged

Currency exposure is hedged

USD

2.6

20 Barings Developed and Em Mkts HY Bd I USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.6

21 Invesco Global High Income A Semi Annual Dist USD USD

2.6

22 Fubon Strategic High Income Fund A USD USD

2.7

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.5% 2.9%
2017 7.7% 2.3% 2.2% 2.5% 0.4%
2016 11.7% 1.9% 2.8% 4.6% 2.0%
2015 -4.0% 2.9% 0.2% -6.0% -1.0%
2014 -1.5% 1.8% 2.3% -2.1% -3.4%
2013 7.1% 2.3% -1.6% 3.2% 3.1%
2012 -0.1% 5.2% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Luxembourg
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. Taiwan
  14. United Kingdom

Fund Info

  • Launch date06/02/2012
  • Share Class size19Mn
  • Base currencyUSD
  • ISIN IE00B3L6P808
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment500

Charges

  • Annual management0.75%

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