Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Kames Strategic Global Bond B Inc GBP Hedged

Ranked 39 out of 113 in - Global over 12 months
All calculations are in GBP

Managed by

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.

Performance

Global over : 30/09/2013 - 30/09/2014
  • Rank 39/113 Total Return
  • Rank 23/113 Standard Deviation
  • Rank 43/113 Max Drawdown
Fund Name Return
37 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

5.9%

37 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged

5.9%

39 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

5.8%

40 Wellington Global Bond S Hedged GBP

Currency exposure is hedged

Currency exposure is hedged

5.7%

40 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

5.7%

Fund Name Risk
22 Wellington Global Bond S Hedged GBP

Currency exposure is hedged

Currency exposure is hedged

0.6

23 PIMCO Select Global Bond Ret GBP Acc

0.6

23 Royal London International Government Bond B Inc

0.6

23 Russell IC Global Bond SH A

0.6

23 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

0.6

Fund Name Loss
42 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.8%

43 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.9%

44 PIMCO Select Global Bond Ret GBP Acc

-0.9%

45 New Capital Total Return Bond Non Distributor GBP

-0.9%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.9% 2.2% 2.0% -0.3%
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 29.7% 12.0% 11.8% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

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

Purchase Info

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

Charges

  • Annual management0.8%
  • Initial investment0

Related News

Investors brace for Treasury bear market

Doubts about just how long the US Federal Reserve will continue its asset purchase programme are giving the market jitters.

Best ways to diversify your government bond exposure

Top bond managers on some of the best ways to diversify government bond exposure for investors nervous about holding debt of US, UK and other highly indebted nations.

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