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Baillie Gifford High Yield Bond

Ranked 1 out of 14 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).

Lucy Isles

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 : 31/03/2017 - 31/03/2018
  • Rank 1/14 Total Return
  • Rank 6/14 Standard Deviation
  • Rank 6/14 Max Drawdown
Fund Name Currency Loss
4 Old Mutual Threadneedle High Yield Bond A Inc GBP

-1.0%

5 Aviva Investors Higher Income Plus SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

6 Baillie Gifford High Yield Bond B Inc GBP

-1.2%

7 Kames High Yield Bond Acc B GBP

-1.2%

8 Marks & Spencer High Income GBP

-1.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 8.3% 2.9% 2.9% 0.8% 1.5%
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 12.5% 1.9% 3.0% 4.3% 2.8%
2004 16.7% 3.8% 1.3% 5.2% 5.5%
2003 20.3% 3.7% 8.0% 3.2% 4.1%
2002 0.0% -5.6% 1.9% -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 size420Mn
  • Base currencyGBP
  • ISIN GB0030816713

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0.35

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Baillie Gifford has appointed Lucy Isles as co-manager of the £458 million Baillie Gifford High Yield Bond fund, replacing outgoing Donald Phillips.

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