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Baillie Gifford High Yield Bond

Ranked 6 out of 12 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 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.

Performance

Europe High Yield over : 31/05/2014 - 31/05/2015
  • Rank 6/12 Total Return
  • Rank 5/12 Standard Deviation
  • Rank 7/12 Max Drawdown
Fund Name Return
4 Invesco Perpetual High Yield Acc

4.1%

5 Aberdeen European High Yield A Net Acc

3.8%

6 Baillie Gifford High Yield Bond A Inc

2.5%

7 BlueBay High Yield Corporate Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

2.2%

8 BlueBay High Yield Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

1.8%

Fund Name Risk
3 AXA WF European High Yield Bonds M GBP H

Currency exposure is hedged

Currency exposure is hedged

0.9

3 AXA Pan European High Yield Bond R Acc Net

0.9

5 Baillie Gifford High Yield Bond A Inc

0.9

6 BlueBay High Yield Corporate Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

0.9

7 BlueBay High Yield Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

1.0

Fund Name Loss
5 Aberdeen European High Yield A Net Acc

-2.5%

6 BlueBay High Yield Corporate Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

-2.6%

7 Baillie Gifford High Yield Bond A Inc

-2.7%

8 BlueBay High Yield Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

-3.0%

9 Aberdeen Global - Select High Yld Bd D1 Acc GBP

-5.4%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 2.4%
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. Ireland
  2. United Kingdom

Fund Info

  • Launch date30/11/2001
  • Share Class size787Mn
  • Base currencyGBP
  • ISIN GB0030816606

Purchase Info

  • Min. initial investment100,000
  • 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).