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Kames Strategic Global Bond B Inc GBP Hedged

Ranked 34 out of 41 in - Global Flexible over 12 months
All calculations are in GBP unless stated

Managed by

Colin Finlayson

Colin Finlayson is an investment manager in Kames Capital’s Fixed Income team and specialises in global government bonds and relative-value analysis. He is the co-manager of the Kames Absolute Return Bond Fund and Kames Strategic Global Bond Fund as well as the Core Plus and Long Core Plus pooled pension funds. He joined Kames Capital in 2000 directly from the University of Strathclyde, where he studied economics and finance. Colin is a CFA charterholder.

Philip Milburn

Phil Milburn was the Head of Investment Strategy in the Fixed Income team at Kames Capital until August 2017. He joined Kames in 1997 from the University of Edinburgh, where he earned a first class honours degree in Economics. After spells in UK and Latin American equities, Phil joined the fixed income team, where he managed strategic and high yield bond portfolios. Phil is also an integral member of the Investment Association Fixed Income Committee, helping lead on many industry initiatives. He is a keen sportsman who enjoys squash, five-a-side football and skiing.

David Roberts

David Roberts was the head of fixed income at Kames Capital until August 2017. He also co-managed several funds including the flagship Kames Strategic Bond Fund, and had the responsibility for overseeing cash and derivative management for the majority of Kames Capital’s clients. David joined Kames Capital in 2004 from Britannic Asset Management where he was head of credit. He worked in the banking sector for a decade before moving into asset management. David studied economics and industrial relations at the University of Strathclyde and has an MSc in investment analysis from the University of Stirling.

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 : 31/07/2016 - 31/07/2017
  • Rank 34/41 Total Return
  • Rank 9/41 Standard Deviation
  • Rank 19/41 Max Drawdown
Fund Name Currency Return
32 M&G Global Macro Bond Sterling A-H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8%

33 AB SICAV I-Diversified Yield Plus Pf I2 GBP GBP

1.8%

34 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

35 Fidelity Funds - Flexible Bond Fund A-GBP GBP

1.1%

36 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

1.0%

Fund Name Currency Risk
7 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1

8 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3

9 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

10 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

11 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

Fund Name Currency Loss
17 Nomura Funds Ireland-Global Dynamic Bond ID GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

18 Waverton Global Bond A GBP GBP

-1.3%

19 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

20 Mirabaud-Global Strategic Bond Fund-AH Cap GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

21 AB SICAV I-Diversified Yield Plus Pf I2 GBP GBP

-1.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.4% 1.3%
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).