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Kames High Yield Global Bond A Inc GBP Hedged

Ranked 15 out of 41 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 : 30/06/2014 - 30/06/2015
  • Rank 15/41 Total Return
  • Rank 10/41 Standard Deviation
  • Rank 8/41 Max Drawdown
Fund Name Return
13 Schroder ISF Global High Yield GBP Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

0.8%

13 AXA WF Global High Yield Bonds I C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

0.8%

15 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

0.8%

16 Aviva Investors Global High Yield Bond Ax GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

0.4%

17 AllianceBernstein-Short Duration HY Pf A2 GBP H

Currency exposure is hedged

Currency exposure is hedged

0.2%

Fund Name Loss
6 F&C Maximum Income Bond 1 Inc

-1.8%

7 St James's Place International Corporate Bond Acc

-1.9%

8 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.9%

9 PIMCO GIS Global High Yield Bond Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

-2.1%

10 WMP (Lux) IV Multi-Sector Credit GBP S Hdg

Currency exposure is hedged

Currency exposure is hedged

-2.2%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.5% -0.7%
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. 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).