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15 important things you should know about Aberdeen BJBHX mutual fund

Updated: November 20, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for BJBHX “stock” price, you can quickly find it out by visiting Finny and typing "BJBHX quote". If you’re looking for a quick scoop on BJBHX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "BJBHX". You’ll get all this info in one place.

Are you looking to buy or sell BJBHX? Or perhaps you’re looking for BJBHX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this BJBHX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: BJBHX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: BJBHX buy or sell; the pros and cons of investing in BJBHX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to BJBHX.

And here is the list of questions we’ll answer:

  1. Describe Aberdeen Investment Funds: Aberdeen Global High Income Fund; Class A Shares (BJBHX).
  2. What are BJBHX holdings?
  3. What is BJBHX performance? What are BJBHX historical returns?
  4. How many up and down years did BJBHX have historically?
  5. What is BJBHX dividend yield?
  6. What is BJBHX minimum initial investment amount?
  7. What is BJBHX expense ratio?
  8. Does BJBHX have any sales loads or 12b-1 distribution expenses?
  9. What is BJBHX tax efficiency (tax-cost ratio)?
  10. What is BJBHX beta? How would you assess BJBHX risk?
  11. What is BJBHX Sharpe ratio?
  12. What is BJBHX Finny Score? BJBHX buy or sell?
  13. What are the pros of investing in BJBHX? What are BJBHX buy reasons?
  14. What are the cons of investing in BJBHX? What are BJBHX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Aberdeen Investment Funds: Aberdeen Global High Income Fund; Class A Shares (BJBHX).

The Fund seeks to maximize total return, principally through a high level of current income, and secondarily through capital appreciation. The Fund normally invests at least 80% of its net assets in a diversified portfolio of below investment grade, fixed income securities of issues located throughout the world.

2. What are BJBHX top holdings?

BJBHX has 0 stock holdings and 199 bond holdings.

The top 10 holdings represent 11.28% of total assets. Here are the top holdings:

Name Symbol % Assets
Telecom Italia Capital S.A. 6% N/A 1.58%
Petrobras Global Finance B.V. 5.09% N/A 1.26%
Tecnoglass Inc 8.2% N/A 1.19%
General Motors Financial Company Inc 5.75% N/A 1.17%
Virgin Media Vendor Financing Notes III Designated Activity Company 4.88% N/A 1.10%
Shutterfly, Inc. 8.5% N/A 1.04%
Clearwater Seafoods Incorporated 6.88% N/A 1.01%
Novelis Corporation 5.88% N/A 0.99%
Ford Motor Company 9% N/A 0.98%
Petroleos Mexicanos 5.35% N/A 0.96%

3. What is BJBHX performance? What are BJBHX historical returns?

BJBHX has generated the following returns:

  • 1-month return is 2.25%;
  • 3-month return is 3.12%;
  • 1-year return is 4.31%;
  • 3-year return is 4.13%;
  • 5-year return is 4.86%;
  • 10-year return is 4.33%;
  • 15-year return is 5.94%.

4. How many up and down years did BJBHX have historically?

In the last 10 years, BJBHX had 7 up years and 3 down years.

BJBHX up and down years

5. What is BJBHX dividend yield?

BJBHX yield is 4.53%.

6. What is BJBHX minimum initial investment amount?

BJBHX minimum initial investment amount is $3.00K.

7. What is BJBHX expense ratio?

BJBHX expense ratio is 1.02%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BJBHX expenses

8. Does BJBHX have any sales loads or 12b-1 distribution expenses?

BJBHX 12b-1 distribution fee is 0.25. BJBHX front-end sales load is 0. BJBHX back-end sales load is 0.

9. What is BJBHX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.84%;
  • 3-year ax cost ratio is 2.3%.
BJBHX tax costs

10. What is BJBHX beta? How would you assess BJBHX risk?

  • 3-year beta is 0.69;
  • 5-year beta is 0.57;
  • 10-year beta is 0.38.
BJBHX Beta

11. What is BJBHX Sharpe ratio?

  • 3-year Sharpe ratio is 0.17;
  • 5-year Sharpe ratio is 0.40;
  • 10-year Sharpe ratio is 0.50.
BJBHX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 7 reasons to sell it, resulting in the Finny Score of 0.

13. What are the pros of investing in BJBHX? What are BJBHX buy reasons?

We don't see any strong reasons to buy BJBHX.

14. What are the cons of investing in BJBHX? What are BJBHX negatives?

The following are BJBHX weaknesses from our perspective:

  • <strong>BJBHX net assets</strong> are $87.50 million. This fund is not a popular choice with retail investors.
  • <strong>BJBHX 3-year return</strong> is 4.13%, which is lower than the 3-year return of the benchmark index (ICE BofA Global High Yield Constrained TR HUSD), 4.74%.
  • <strong>BJBHX 5-year return</strong> is 4.86%, which is lower than the 5-year return of the benchmark index (ICE BofA Global High Yield Constrained TR HUSD), 6.79%.
  • <strong>BJBHX 10-year return</strong> is 4.33%, which is lower than the 10-year return of the benchmark index (ICE BofA Global High Yield Constrained TR HUSD), 6.58%.
  • <strong>BJBHX 15-year return</strong> is 5.94%, which is lower than the 15-year return of the benchmark index (ICE BofA Global High Yield Constrained TR HUSD), 7.54%.
  • <strong>BJBHX expense ratio</strong> is 1.02%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the BJBHX review, we covered BJBHX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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