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Baillie Gifford High Yield Bond

Ranked 2 out of 13 in - Sterling High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Robert Baltzer

Robert Baltzer was born in Germany in 1978 and graduated from Durham Univeristy with a degree in mathematics. He started his career with Baillie Gifford & Co as an analyst and from 2001 he worked as an investment analyst. Robert has been managing funds for over seven years and is a CFA Charterholder and holds the Investment Management Certificate (IMC).

Donald Phillips

Donald Phillips is an investment manager in the credit team at Baillie Gifford where he joined in 2008. Prior to it he worked Aegon Asset Management in their Fixed Income Team for three years. Donald graduated BA (Hons) from the University of Strathclyde in 2004 and MSc in Investment Analysis from Stirling University in 2005. He is a CFA Charterholder.

Objective

The objective is to produce a high level of return by investing in a diversified portfolio consisting primarily of sub-investment grade bonds. Currency forwards and derivatives may be used from time to time in keeping with the Funds objective with the intention of either protecting or enhancing the return on the Fund.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling High Yield over : 31/01/2016 - 31/01/2017
  • Rank 2/13 Total Return
  • Rank 10/13 Standard Deviation
  • Rank 7/13 Max Drawdown
Fund Name Currency Return
1 M&G Global High Yield Bond Sterling X Inc GBP

15.3%

2 Baillie Gifford High Yield Bond B Inc GBP

14.9%

3 Standard Life Inv Higher Income Ret Acc GBP

12.0%

4 Kames High Yield Bond Acc B

Currency exposure is hedged

Currency exposure is hedged

GBP

11.4%

5 Aviva Investors High Yield SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

10.7%

Fund Name Currency Risk
8 Aviva Investors High Yield SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

9 Aviva Investors Higher Income Plus SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

10 Baillie Gifford High Yield Bond B Inc GBP

6.5

11 Marks & Spencer High Income GBP

7.4

12 Capital International High Income plc GBP

8.5

Fund Name Currency Loss
5 Aviva Investors High Yield SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

6 Threadneedle High Yield Bond Ret Net Inc GBX GBP

-1.3%

7 Baillie Gifford High Yield Bond B Inc GBP

-1.3%

8 Old Mutual Threadneedle High Yield Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

9 Henderson Fixed Interest Monthly Income GBP

-2.4%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 11.1% 1.9% 1.1% 4.8% 2.8%
2015 1.1% 2.6% -0.2% -2.9% 1.7%
2014 3.4% 3.0% 2.5% -0.6% -1.5%
2013 10.3% 2.9% -1.5% 5.0% 3.6%
2012 26.8% 10.7% -0.9% 7.7% 7.4%
2011 -2.6% 5.1% 0.0% -10.2% 3.3%
2010 17.3% 7.5% -2.5% 8.5% 3.2%
2009 61.6% -3.7% 31.2% 20.7% 5.9%
2008 -28.0% -5.8% 4.3% -6.9% -21.3%
2007 2.6% 1.5% 2.3% -0.1% -1.2%
2006 11.2% 3.1% 0.9% 3.9% 2.9%
2005 12.2% 1.6% 3.0% 4.3% 2.8%
2004 16.7% 3.8% 1.3% 5.2% 5.5%
2003 20.3% 3.7% 8.0% 3.1% 4.1%
2002 1.3% -5.6% 3.2% -0.9% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/02/2002
  • Share Class size580Mn
  • Base currencyGBP
  • ISIN GB0030816713

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0.5

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