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Kames Sterling Corporate Bond

Ranked 44 out of 108 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

David Roberts

Born in 1966, David Roberts graduated in Economics and Industrial relations from Strathclyde University and completed an MSc in Investment Analysis from Stirling University. He joined TSB Scotland in 1988 before moving to Bankers Trust and ran the treasury operation for the firm's global custody business. A year later Lloyds TSB snapped him up to play a front office role in which he was primarily responsible for the expansion of institutional business. In 1997 he was recruited to develop in house credit systems at Britannic and in 2001 was appointed head of credit at the company. Roberts left Britannic to join Scottish rivals Aegon (now Kames Capital) as head of retail fixed income in March 2004. The Kames Sterling Corporate Bond fund invests predominantly in UK fixed interest, while the Kames Strategic Global Bond fund invests in bonds from around the world.

Iain Buckle

Iain Buckle was born in Edinburgh in 1975. He graduated in economics from Heriot-Watt University and is a CFA charterholder. Prior to joining Kames in 2000, Iain worked for a year at Baillie Gifford. At Kames he employs a top-down view, focusing primarily on corporate bonds and finding long-term value to outperform credit markets. Cash is a tactical element of his strategy and derivatives are used to manage risk. Outside fund management Iain enjoys golf and skiing.

Objective

The primary investment objective is to maximise total return (income plus capital) by investing mainly in sterling denominated bonds, encompassing investment grade corporate bonds, government bonds and cash. Up to 10% of the fund may be invested in high yield bonds. The fund may also invest in deposits, money market instruments, derivative instruments and forward transactions.

Performance

Sterling Corporate Bond over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 6.8% 2.5% 2.4% 1.7%
2013 4.1% 3.3% -2.0% 2.2% 0.5%
2012 16.4% 4.4% 1.1% 6.6% 3.4%
2011 5.7% 3.0% 1.9% -2.2% 3.1%
2010 11.3% 6.7% 0.6% 6.3% -2.4%
2009 21.5% -15.7% 18.3% 17.6% 3.6%
2008 -16.4% -4.5% -1.4% -7.7% -3.9%
2007 -0.3% -0.2% -1.9% 0.1% 1.8%
2006 1.7% -0.2% -1.3% 3.1% 0.2%
2005 9.5% 0.9% 4.5% 1.2% 2.6%
2004 9.5% 1.6% -0.8% 4.4% 4.1%
2003 10.3% 2.6% 4.4% 0.8% 2.2%
2002 8.1% 2.2% 1.7% 3.1% 0.9%
2001 7.1% 2.6% -0.9% 2.9% 2.4%
2000 8.4% 1.8% -0.9% 2.8% 4.6%
1999 0.5% 1.2% -3.2% -1.1% 3.7%
1998 15.0% 4.2% 1.3% 4.3% 4.6%
1997 11.3% 1.0% 3.2% 4.9% 1.8%
1996 6.3% -2.8% 3.6% 4.3% 1.1%
1995 4.6% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/10/1995
  • Share Class size574Mn
  • Base currencyGBP
  • ISIN GB0007451635

Purchase Info

  • Min. initial investment2Mn
  • Min. additional investment10,000

Charges

  • Annual management0.5%
  • Initial investment0

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