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Kames High Yield Global Bond A Inc GBP Hedged

Ranked 19 out of 40 in - Global High Yield over 12 months
All calculations are in GBP

Managed by

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.

Claire McGuckin

Objective

To maximise total return (income plus capital) investing primarily in high yield bonds in any currency. The fund may also hold selected investment grade bonds and cash.

Performance

Global High Yield over : 31/07/2013 - 31/07/2014
  • Rank 19/40 Total Return
  • Rank 14/40 Standard Deviation
  • Rank 13/40 Max Drawdown
Fund Name Return
17 WMP (Dublin) Global HY Bond Prfl S Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

8.8%

18 Legg Mason WA Global High Yield Pr Dis D Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

8.7%

19 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

8.7%

20 Nordea 1 - Global High Yield Bond HBI GBP

Currency exposure is hedged

Currency exposure is hedged

8.6%

21 Putnam Global High Yield Bond S GBP

8.4%

Fund Name Risk
13 Julius Baer BF Global High Yield-GBP A

0.8

14 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

0.9

15 PIMCO GIS Global High Yield Bond Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

0.9

16 HSBC ISF MultiAlpha Global High Yield Bond XDH GBP

0.9

16 WMP (Dublin) Global HY Bond Prfl S Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

0.9

Fund Name Loss
11 BGF Global High Yield Bond D2RF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.7%

12 AllianceBernstein-Short Duration HY Pf A2 GBP H

Currency exposure is hedged

Currency exposure is hedged

-0.8%

13 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.8%

13 Baring High Yield Bond A GBP Hdg Inc Quaterly Div

Currency exposure is hedged

Currency exposure is hedged

-0.8%

13 Mirabaud-Global High Yield Bond-AH Cap GBP

-0.8%

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.7% 3.3% 2.2% -0.8%
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%
2007 -0.7% -0.7%

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 investment5.5

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).