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Schroder High Yield Opportunities Inclusive - Class A - Accumulation (GBP)

Sell:139.60p Buy:139.60p Change: 0.30p (0.22%)
Prices as at 9 December 2019
Sell:139.60p
Buy:139.60p
Change: 0.30p (0.22%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 9 December 2019
Sell:139.60p
Buy:139.60p
Change: 0.30p (0.22%)
Prices as at 9 December 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

The yields on offer from high-yield bonds have proven attractive in a low interest rate environment. They now offer less value than they once did. But we still think there are attractive opportunities for those prepared to look. Funds in this sector invest mainly in 'high yield' or 'non-investment grade' bonds. These are issued by companies thought to be less able to pay off their debts so they offer higher yields to compensate for the extra risk. High-yield bonds have tended to perform better when economic growth is strong because companies generally find it easier to pay their debts. But they are riskier and sometimes perform more like shares than investment grade bonds. Funds in this sector could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

06/12/14 to 06/12/15 06/12/15 to 06/12/16 06/12/16 to 06/12/17 06/12/17 to 06/12/18 06/12/18 to 06/12/19
Annual return 4.57% 8.22% 9.46% -4.28% 7.48%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Daniel Pearson and Team
Manager start date: 17 September 2018
Manager located in: London

Daniel Pearson is an analyst at Schroders, based in London. He joined Schroders in 2013. Daniel was an investment executive at 3i Investments plc from 1997 to 2007. He was previously a finance graduate at Hambros plc from 1991 to 1996. ACCA Accountancy.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account