Fact sheet: Henderson Inst High Alpha Crdt

Fund information

Fund name
Henderson Inst High Alpha Credit I Gr
Fund company manager
Henderson Global Investors Ltd
Fund type
UKA
Fund manager
Henderson Fixed Income Investment Strategy Group
since 20/12/2013
Fund objective
The Fund aims to provide capital returns in excess of a credit related index by exploiting the entire global fixed income opportunity set through exposure primarily to collective investment schemes.
Benchmark
iBoxx All Stocks Sterling Non-Gilt Index
Investment style
Active
Investment method
Fixed Interest

Performance snapshot

Quick stats

1 Year return

8.37 %

1 Year rank in sector

34/66

Sector

UT Global Bonds

Yield
-
Fund size

£ 621.9 m

FE Risk score

37

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0 %2.03 %8.37 %21.52 %39.68 %
Sector1.5 %3.39 %9.6 %16.72 %20.6 %
Rank within sector65 / 7246 / 6934 / 6620 / 578 / 45
Quartile th4 th3 rd3 rd2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund3.98 %8.26 %1.53 %10.49 %2.44 %
Sector2.61 %12.58 %-1.32 %3.81 %-1.96 %
Rank within sector13 / 6933 / 6414 / 583 / 5517 / 52
Quartile th1 st3 rd1 st1 st2 nd

Risk statistics

Alpha4.73
Beta0.26
Sharpe0.69
Volatility4.68
Tracking error6.15
Information ratio-0.14
R-Squared0.11

Price movement

52 week high190.5891
52 week low179.9322
Current bid price0
Current offer price0
Current mid price190.5891

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-