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Wellington Euro HY Bond EUR E Ac IE000EESGXZ0

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
14.26
9.18
3.90
Category
1.51
7.64
6.08
-4.26
8.76
1.15
2.68
-10.30
10.30
7.20
3.21
Index
1.41
8.51
6.42
-3.95
11.40
2.40
3.32
-10.79
12.43
8.34
3.89
Quartile Rank
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Percentile Rank
3
13
13
# of Invest. in Cat.
426
454
483
719
746
813
835
886
908
957
443
Category Name
EU0590 EAA Fund EUR High Yield Bond
EU0590 EAA Fund EUR High Yield Bond
EU0590 EAA Fund EUR High Yield Bond
EU0590 EAA Fund EUR High Yield Bond

Price

How much does it cost?

Investment Fees

Other Fees

Sustainability

ESG Risk Rating

0/5

Corporate Sustainability Score
Sovereign Sustainability Score
13.32 15.99
Low Carbon Designation

Carbon Risk Score

Strategy

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform the ICE Bank of America Merrill Lynch Euro High Yield Constrained Index (the "Index”) and achieve the objective, primarily through investment in debt securities denominated in European currencies issued worldwide. The Fund's investment approach is based on a combination of the analysis of the credit profile of individual high yield issuers and country-level macro-economic research. Total returns will be sought through income and capital appreciation.

Related Investments

Investment Name
Inception
ISIN
Currency
Ongoing Cost
Performance Fee %
Minimum Initial Purchase
Shareclass without Retrocessions
Purchase Constraint
Wellington Euro HY Bond CHF N AcH
Wellington Euro HY Bond CHF N AcH
22 Nov 2024
IE000UHQE4T3
CHF
0.65
0
Yes
Wellington Euro HY Bond CHF S AcH
Wellington Euro HY Bond CHF S AcH
07 Jul 2025
IE000W2TZJA5
CHF
0.55
0
Yes
Wellington Euro HY Bond EUR D Ac
Wellington Euro HY Bond EUR D Ac
15 May 2019
IE00BJRHVJ28
EUR
1.1
0
5.00 k
No
Wellington Euro HY Bond EUR D Q1 DisU
Wellington Euro HY Bond EUR D Q1 DisU
24 Apr 2025
IE000HT1CG20
EUR
1.1
0
No
Wellington Euro HY Bond EUR DL Ac
Wellington Euro HY Bond EUR DL Ac
16 Mar 2020
IE00BKPX1999
EUR
1.75
0
5.00 k
No
Wellington Euro HY Bond EUR DL DisU
Wellington Euro HY Bond EUR DL DisU
12 Jun 2025
IE0001OHHY49
EUR
1.75
1.00 k
Wellington Euro HY Bond EUR E Ac
Wellington Euro HY Bond EUR E Ac
18 May 2022
IE000EESGXZ0
EUR
0.35
0
5.00 Mil
Yes
T Institutional
Wellington Euro HY Bond EUR E Q1 DisU
Wellington Euro HY Bond EUR E Q1 DisU
06 Aug 2024
IE000QQUA2Y0
EUR
0.35
0
Yes
Wellington Euro HY Bond EUR N Ac
Wellington Euro HY Bond EUR N Ac
15 May 2019
IE00BJRHVK33
EUR
0.65
0
5.00 k
Yes
Wellington Euro HY Bond EUR S Ac
Wellington Euro HY Bond EUR S Ac
15 May 2019
IE00BJRHVH04
EUR
0.55
0
1.00 Mil
Yes
T Institutional
Wellington Euro HY Bond EUR S Q1 DisU
Wellington Euro HY Bond EUR S Q1 DisU
03 Jul 2025
IE000F5I4KI9
EUR
0.55
0
Yes
Wellington Euro HY Bond EUR T Ac
Wellington Euro HY Bond EUR T Ac
20 Apr 2020
IE00BLH0WG95
EUR
0.1
0
1.00 Mil
Yes
T Institutional
Wellington Euro HY Bond GBP N AcH
Wellington Euro HY Bond GBP N AcH
15 May 2019
IE00BJLT0W07
GBP
0.65
0
5.00 k
Yes
Wellington Euro HY Bond GBP S AcH
Wellington Euro HY Bond GBP S AcH
09 Jul 2025
IE0007LIE916
GBP
0.55
0
Yes
Wellington Euro HY Bond USD S AcH
Wellington Euro HY Bond USD S AcH
08 Jul 2025
IE000U56PAQ4
USD
0.55
0
1.00 Mil
Yes
Wellington Euro HY Bond USD T AcH
Wellington Euro HY Bond USD T AcH
16 Feb 2022
IE000XNT2TB6
USD
0.1
0
5.00 Mil
Yes
T Institutional

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