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Kames High Yield Global Bond A Inc GBP Hedged

Ranked 8 out of 43 in - Global High Yield over 12 months
All calculations are in GBP

Managed by

Claire McGuckin

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.

Performance

Global High Yield over : 30/11/2013 - 30/11/2014
  • Rank 8/43 Total Return
  • Rank 13/43 Standard Deviation
  • Rank 16/43 Max Drawdown
Fund Name Return
6 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

6.1%

7 HSBC ISF MultiAlpha Global High Yield Bond XDH GBP

5.7%

8 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

5.6%

9 F&C Maximum Income Bond 1 Inc

5.4%

10 Legg Mason Brandywine Global High YieldPrAccHAHGBP

Currency exposure is hedged

Currency exposure is hedged

5.4%

Fund Name Risk
11 BlueBay Global High Yield Bond D GBP

Currency exposure is hedged

Currency exposure is hedged

0.9

12 Brewin Dolphin Portfolio Income GBP

1.0

13 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

1.0

14 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

1.0

14 Newton Global High Yield Bond GBP Inc

1.0

Fund Name Loss
14 BlueBay Global High Yield Bond D GBP

Currency exposure is hedged

Currency exposure is hedged

-1.9%

14 Legg Mason Brandywine Global High YieldPrAccHAHGBP

Currency exposure is hedged

Currency exposure is hedged

-1.9%

16 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.9%

17 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

-2.0%

18 AXA Global High Income R Acc Net

-2.1%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% 2.2% -1.9%
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. Austria
  2. Germany
  3. Guernsey
  4. Ireland
  5. Jersey
  6. Luxembourg
  7. Malta
  8. Netherlands
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

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

Purchase Info

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

Charges

  • Annual management1.3%
  • Initial investment0

Related News

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 GBP).