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Kames Strategic Global Bond B Inc GBP Hedged

Ranked 89 out of 124 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Colin Finlayson

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.

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.

Objective

The investment objective of the Fund is to maximise total return (income plus capital). It will seek to achieve its investment objective by investing at least two thirds of its net assets in global debt instruments in any currency, ranging from AAA Government Bonds through to high yield and emerging market bonds. The investment grade and government bond sector includes all fixed income securities available globally, including (but not limited to) government and corporate bonds which may be at a fixed or floating rate, rated or unrated.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/08/2015 - 31/08/2016
  • Rank 89/124 Total Return
  • Rank 47/124 Standard Deviation
  • Rank 55/124 Max Drawdown
Fund Name Currency Return
87 Barclays GlobalBeta Portfolio 1 AA GBP GBP

4.6%

88 M&G Total Return Credit Inv C GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5%

89 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1%

90 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

4.1%

91 Aberdeen Global High Yield Bond Fund A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.0%

Fund Name Currency Risk
45 FP SCDavies Global Fixed Income GBP Acc GBP

3.3

46 Barclays GlobalBeta Portfolio 1 AA GBP GBP

3.3

47 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

48 NatWest Global Investment Grade Bond S2 GBP

3.4

49 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

Fund Name Currency Loss
53 Hume Global Bond Fund GBP GBP

-1.6%

54 Amundi Fds Bond Global Aggregate - RHG (C)

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

55 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

55 Janus Global Flexible Income U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

57 Russell Global Bond I Income

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.7%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.1% 1.7%
2015 -0.5% 2.5% -2.2% -1.4% 0.5%
2014 4.7% 2.2% 2.0% -0.3% 0.8%
2013 2.5% 1.5% -1.8% 1.0% 1.8%
2012 12.6% 5.3% 0.9% 4.0% 1.9%
2011 1.9% 3.6% 0.7% -4.0% 1.7%
2010 8.3% 4.0% -1.0% 5.9% -0.6%
2009 12.0% 11.8% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. Luxembourg
  6. Malta
  7. Netherlands
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date19/03/2009
  • Base currencyGBP
  • ISIN IE00B296YW21
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment600

Charges

  • Annual management0.80%
  • Initial investment0

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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).