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Baillie Gifford High Yield Bond

Ranked 1 out of 11 in - Europe High Yield over 12 months
All calculations are in GBP

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

Objective

The Fund aims to achieve a high level of total return, through combined capital growth and income payment.

Performance

Europe High Yield over : 31/08/2013 - 31/08/2014
  • Rank 1/11 Total Return
  • Rank 8/11 Standard Deviation
  • Rank 5/11 Max Drawdown
Fund Name Return
1 Baillie Gifford High Yield Bond A Inc

10.5%

2 BlueBay High Yield Bond D GBP

Currency exposure is hedged

Currency exposure is hedged

10.4%

3 AXA WF European High Yield Bonds M GBP H

Currency exposure is hedged

Currency exposure is hedged

10.3%

4 Aberdeen High Yield Bond A2 Acc

10.2%

5 SWIP European High Yield A Net Acc

9.9%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.6% 4.0% 1.3% 0.3%
2013 9.6% 2.9% -1.6% 4.8% 3.3%
2012 25.9% 10.4% -1.0% 7.6% 7.1%
2011 -3.1% 5.0% -0.2% -10.4% 3.1%
2010 16.5% 7.3% -2.6% 8.3% 3.0%
2009 61.0% -3.7% 31.1% 20.5% 5.9%
2008 -28.3% -6.0% 4.2% -7.0% -21.4%
2007 2.1% 1.4% 2.2% -0.2% -1.3%
2006 9.3% 1.7% 0.9% 3.7% 2.8%
2005 11.8% 1.7% 3.0% 4.2% 2.5%
2004 16.1% 3.7% 1.2% 5.0% 5.4%
2003 17.4% 1.3% 7.8% 3.0% 4.3%
2002 -4.8% 0.0% 0.0% -9.0% 4.6%
2001 0.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date30/11/2001
  • Share Class size540Mn
  • Base currencyGBP
  • ISIN GB0030816606

Purchase Info

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

Charges

  • Annual management1.0%
  • Initial investment3.5

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