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Waverton Global Bond A GBP

Ranked 77 out of 114 in - Global over 12 months
All calculations are in GBP

Managed by

Jeff Keen

Jeff Keen joined JO Hambro Investment Management in 2009 where he is a director. Keen runs the Waverton Global Bond and JOHIM Sterling Bond funds alongside Chun Lee with a strategic, absolute return bias in his investment style. After studying mathematics with statistics at Bristol University Keen became head of UK equities at Colonial First State before leaving in 1999 to join TriAlpha Investment Advisors where he was CIO. He holds the Certificate in Private Client Investment Advice and Management and is a member of the Chartered Institute for Securities and Investment. Outside of work he enjoys golf and soccer.

Chun Lee

Chun Lee joined JO Hambro Investment Management in 2005 as a quantitative risk analyst. He joined the fixed income desk in 2007 and assists in the management of specialist bond mandates and fixed income portfolios. Lee graduated from the University of Exeter in 2000 with a master's degree in finance and investment. Before joining JOHIM he was an analyst at Singer Friedlander Investment Management.

Objective

To achieve capital growth and income through investment in UK and international government and corporate bonds. The Fund’s performance benchmark is US Cash Indices LIBOR Total Return 1 month.

Performance

Global over : 31/10/2013 - 31/10/2014
  • Rank 77/114 Total Return
  • Rank 43/114 Standard Deviation
  • Rank 52/114 Max Drawdown
Fund Name Return
76 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

1.6%

77 Waverton Global Bond A GBP

1.5%

78 Fidelity FAST Fixed Income Div Alpha I-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged

1.3%

79 JPM Diversified Fixed Income GBP C Inc

1.3%

Fund Name Risk
41 Henderson High Alpha Credit I Acc Gross

0.7

42 PFS TwentyFour Dynamic Bond A Ret Acc

0.7

43 Waverton Global Bond A GBP

0.7

44 AllianceBernstein-Gl Plus Fixed Income Pf 1 GBP H

Currency exposure is hedged

Currency exposure is hedged

0.7

45 M&G Global Corporate Bond GBP A-H Acc

0.7

45 Goldman Sachs Glo Strat Inc Bond Pf P GBP-H

Currency exposure is hedged

Currency exposure is hedged

0.7

Fund Name Loss
50 M&G Global Corporate Bond GBP A-H Acc

-1.1%

51 Goldman Sachs Glo Strat Inc Bond Pf P GBP-H

Currency exposure is hedged

Currency exposure is hedged

-1.2%

52 Waverton Global Bond A GBP

-1.3%

52 Avoca Convertible Select Global I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

-1.3%

54 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

-1.4%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 1.8% 1.0% 1.9% -0.5% -0.6%
2013 1.4% 1.0% -1.3% 1.3% 0.5%
2012 7.3% 3.7% -2.9% 4.4% 2.0%
2011 -1.9% 2.6% 0.8% -6.1% 1.0%
2010 3.8% 0.6% -3.5% 5.9% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Spain
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date11/01/2010
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN IE00B4V37489

Purchase Info

  • Min. initial investment1,500
  • Min. additional investment0

Charges

  • Annual management0.5%
  • Initial investment5

Related News

Waverton hires executive trio in business drive

Waverton has bolstered its board with the hire of three senior former fund executives in a drive to build on alternative channels, alongside its core private client base.

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