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Kames Strategic Global Bond B Inc GBP Hedged

Ranked 25 out of 42 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 : 31/10/2016 - 31/10/2017
  • Rank 25/42 Total Return
  • Rank 9/42 Standard Deviation
  • Rank 17/42 Max Drawdown
Fund Name Currency Return
23 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7%

24 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3%

25 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3%

26 MFS Meridian Funds-Global Opportunistic Bd IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2%

27 Old Mutual Global Strategic Bond A Inc GBP

2.1%

Fund Name Currency Risk
7 MS TCW Unconstrained Plus Bond I GBP GBP

1.1

8 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

9 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

10 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

11 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

Fund Name Currency Loss
15 Loomis Sayles Strategic Income Fund H-N/D(GBP)

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

16 Old Mutual Global Strategic Bond A Inc GBP

-0.8%

17 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

18 Nomura Funds Ireland-Global Dynamic Bond ID GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

18 Royal London Global Bond Opportunities Z GBP Inc GBP

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.4% 1.3% 0.9%
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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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).