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Kames Strategic Global Bond B Inc GBP Hedged

Ranked 18 out of 49 in - Global Flexible 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 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 Flexible over : 31/05/2017 - 31/05/2018
  • Rank 18/49 Total Return
  • Rank 17/49 Standard Deviation
  • Rank 23/49 Max Drawdown
Fund Name Currency Return
17 St. James's Place Diversified Bond L Acc GBP

0.4%

18 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.3%

19 Janus Henderson HF Total Return Bond Z2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

20 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

Fund Name Currency Risk
15 Barings Strategic Bond A GBP Inc GBP

1.6

16 Amundi Funds II Strategic Income I No Dis Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

17 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

18 Janus Henderson HF Total Return Bond Z2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

19 Fidelity Funds - Flexible Bond Fund A-GBP GBP

1.7

Fund Name Currency Loss
21 Schroder ISF Global Credit Income GBP Hgd A Dis

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

22 PIMCO GIS Diversified Income Dur Hdg I GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

23 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

23 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

25 Schroder ISF Global Multi Credit I Inc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.2%

25 GAM Star Tactical Opportunities GBP Inst Acc GBP

-2.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 3.3% 0.4% 1.3% 0.9% 0.6%
2016 3.5% 1.1% 1.7% 2.1% -1.3%
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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Kames's Milburn takes short-term break for health reasons

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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).