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Kames High Yield Global Bond A Inc GBP Hedged

Ranked 29 out of 48 in - Global High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Claire McGuckin

Claire McGuckin is an investment manager in the fixed income team at Kames Capital. As a high yield bond specialist, Claire’s role includes recommending credits for pure high yield funds and other funds that allocate to the asset class. She joined Kames Capital in 2012 from L&G Investment Management (LGIM), where she was a portfolio manager. Prior to LGIM, Claire was an analyst at Fidelity and a credit researcher at ABN Amro’s investment banking division. She graduated from University College of North Wales – Bangor in Banking, Insurance and Finance.

Philip Milburn

Philip Milburn has spent the entirety of his financial career at Kames Capital (formerly AEGON). He constructs a portfolio of between 40 and 60 holdings for his Kames High Yield Bond fund and invests in bonds and only bonds for the High Yield Bond fund. Earlier in his career Milburn spent a year on secondment to Latin American equities and worked as Global Telecoms Coordinator at the group. Born in Nottingham in 1974, Milburn holds a first class masters degree in economics from Edinburgh University. He is a keen sportsman who enjoys squash, 5-a-side football and skiing.

Objective

The primary investment objective is to maximise total return (income plus capital) by investing in a portfolio of predominantly high yield bonds, selected investment grade bonds and cash. The fund may hold sterling and other currency denominated bonds hedged back to sterling. The fund may also invest in deposits, money market instruments, derivative instruments and forward transactions.

Showing fund performance in United Kingdom View performance globally

Performance

Global High Yield over : 30/06/2015 - 30/06/2016
  • Rank 29/48 Total Return
  • Rank 17/48 Standard Deviation
  • Rank 18/48 Max Drawdown
Fund Name Currency Return
27 Putnam Global High Yield Bond S Ins GBP GBP

0.4%

28 Oaktree (Lux.) Fds Oaktree Global HY Bd FdH GBP EB

Currency exposure is hedged

Currency exposure is hedged

GBP

0.4%

29 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

30 BlueBay Global High Yield Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

31 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

Fund Name Currency Risk
15 Wellington Multi-Sector Credit GBP S Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

16 PIMCO GIS Global High Yield Bond Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.4

17 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.4

18 UBAM Global High Yield Solution IHD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.5

19 Baring High Yield Bond A GBP Hdg Inc Quaterly Div

Currency exposure is hedged

Currency exposure is hedged

GBP

7.0

Fund Name Currency Loss
16 Wellington Multi-Sector Credit GBP S Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.2%

17 F&C Maximum Income Bond 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

18 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.7%

19 Robeco High Yield Bonds FH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

20 Muzinich TransatlanticYield Hedged GBP Acc A

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.3% 1.9%
2015 -1.1% 2.5% -0.7% -4.1% 1.2%
2014 4.4% 3.3% 2.2% -1.9% 0.9%
2013 6.1% 1.4% -1.2% 2.5% 3.3%
2012 19.1% 8.1% 0.5% 5.4% 4.0%
2011 2.5% 4.4% 0.5% -6.1% 4.0%
2010 15.2% 6.9% -1.8% 7.7% 1.9%
2009 56.5% 3.0% 23.1% 19.4% 3.4%
2008 -27.1% -4.2% 3.9% -8.3% -20.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. Luxembourg
  6. Malta
  7. Netherlands
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date08/11/2007
  • Base currencyGBP
  • ISIN IE00B2496198
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.30%
  • Initial investment0

Related News

Kames's Milburn to extend break for health reasons

Kames Capital’s fixed income star Phil Milburn, who has currently stepped back from fund management for health reasons, is now expected to resume his duties in the second half of the year.

Kames give Milburn co-manager on High Yield Global Bond fund

Kames Capital has named Claire McGuckin as co-manager of its High Yield Global Bond fund alongside Phil Milburn.

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