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Kames Strategic Bond Acc A

Ranked 15 out of 60 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Alex Pelteshki

Juan Valenzuela

Juan Valenzuela is an investment manager in the Fixed Income team with responsibility for analysing global rates markets, both conventional and inflation-linked bonds. He is the co-manager of the Kames Strategic Bond Fund. He joined Kames Capital from Alliance Trust, where he was an investment manager on the Alliance Trust Dynamic Bond Fund. Prior to that, Juan worked in investment management roles for Scottish Widows Investment Partnership and JP Morgan, and he has 14 years’ industry experience. Juan has degrees in both Law and Business from Carlos III University in Madrid, and is a CFA charterholder. Outside of work he enjoys triathlon.

Objective

The primary investment objective is to maximise total return (income plus capital) by investing in global debt instruments denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 80% of the fund will be invested in 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

Sterling Strategic Bond over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 5.3% 1.4% 1.6% 0.6% 1.6%
2016 5.1% -0.3% 2.4% 3.7% -0.7%
2015 -1.1% 2.8% -2.2% -2.1% 0.5%
2014 3.5% 2.2% 1.7% -0.2% -0.2%
2013 4.2% 2.5% -1.9% 1.4% 2.2%
2012 15.5% 6.2% 0.7% 5.0% 2.9%
2011 0.4% 3.9% 0.2% -5.1% 1.5%
2010 8.8% 5.4% -1.1% 5.5% -1.1%
2009 39.4% -5.2% 21.0% 17.6% 3.3%
2008 -16.1% -0.5% -2.4% -8.6% -5.5%
2007 -0.6% 0.9% -0.7% -0.3% -0.4%
2006 3.1% 0.3% -1.3% 3.4% 0.8%
2005 8.8% 0.8% 3.8% 2.0% 1.9%
2004 10.8% 2.0% -2.7% 6.2% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date16/12/2003
  • Share Class size683Mn
  • Base currencyGBX
  • ISIN GB0033988543

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment1.25

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