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Baillie Gifford High Yield Bond

Ranked 9 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).

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 : 31/03/2015 - 31/03/2016
  • Rank 9/14 Total Return
  • Rank 14/14 Standard Deviation
  • Rank 13/14 Max Drawdown
Fund Name Currency Risk
10 Threadneedle High Yield Bond Ret Net Inc GBX GBP

5.9

11 Standard Life Inv Higher Income Ret Acc GBP

6.0

12 Kames High Yield Bond Acc B

Currency exposure is hedged

Currency exposure is hedged

GBP

6.9

13 M&G Global High Yield Bond Sterling X Inc GBP

8.1

14 Baillie Gifford High Yield Bond A Inc GBP

8.3

Fund Name Currency Loss
10 Capital International High Income plc GBP

-4.4%

11 Marks & Spencer High Income GBP

-5.8%

12 Kames High Yield Bond Acc B

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.1%

13 Baillie Gifford High Yield Bond A Inc GBP

-6.6%

14 M&G Global High Yield Bond Sterling X Inc GBP

-7.4%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.8%
2015 1.4% 2.4% -0.4% -3.1% 2.6%
2014 2.7% 2.9% 2.3% -0.7% -1.7%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2001
  • Share Class size716Mn
  • Base currencyGBP
  • ISIN GB0030816606

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.5

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