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Kames Strategic Global Bond B Inc GBP Hedged

Ranked 58 out of 120 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.


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.


Global over : 31/10/2014 - 31/10/2015
  • Rank 58/120 Total Return
  • Rank 42/120 Standard Deviation
  • Rank 50/120 Max Drawdown
Fund Name Risk
42 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged


42 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged


42 Jupiter JGF Dynamic Bond L GBP Q Inc HSC


42 Barclays GA - Global Government Bond M Inc GBP


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

Currency exposure is hedged

Currency exposure is hedged


50 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged


51 JPM Income A Net Acc


52 Scottish Widows Cautious Portfolio A Acc


52 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 2.5% -2.2% -1.4%
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. 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


  • 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 GBP).