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Kames Strategic Bond Acc A

Ranked 33 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 : 30/09/2016 - 30/09/2017
  • Rank 33/60 Total Return
  • Rank 8/60 Standard Deviation
  • Rank 22/60 Max Drawdown
Fund Name Currency Return
31 Henderson Strategic Bond A Net Inc GBP

3.0%

32 Architas MM Strategic Bond R Acc GBP

3.0%

33 Kames Strategic Bond Acc A GBP

2.9%

34 Invesco Perpetual Tactical Bond Acc GBP

2.8%

35 Aviva Investors Strategic Bond SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6%

Fund Name Currency Loss
20 Aviva Investors Strategic Bond SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

21 Santander Strategic Bond II Gr GBP

-1.2%

22 Kames Strategic Bond Acc A GBP

-1.4%

23 Newton Global Dynamic Bond Income Inst W Inc GBP

-1.4%

24 BlackRock Sterling Strategic Bond A Acc GBP

-1.4%

24 Royal London Sterling Extra Yield Bond A GBP

-1.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 1.6% 0.6%
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. United Kingdom

Fund Info

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

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment0

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Kames' Roberts: how we're positioned for rising inflation

Kames Capital's head of fixed income David Roberts says inflation remains robust, leading the firm to build protection into its portfolios.

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Kames Capital’s fixed income star Phil Milburn, who has currently stepped back from fund management for health reasons, is now expected to resume his duties in the second half of the year.

Kames makes double strategic bond appointment

Juan Valenzuela and Colin Finlayson have been made co-managers of two of Kames's strategic bond funds.

Kames's Milburn takes short-term break for health reasons

Kames Capital’s fixed income star Phil Milburn is temporarily stepping back from fund management for health reasons.

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Will a September meeting at the Federal Reserve cause major dislocation in the bond market?  

Kames' Roberts: the 'poisonous cocktail' facing bunds

The fund firm's head of fixed income has warned things could be about to get messy for German debt.

Kames’ Milburn blasts firms over wave of ‘insulting’ bond issuances

The fixed income veteran says some European firms are ‘abusing’ bond markets by using questionable debt structures.

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...more...

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