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Waverton Global Bond A GBP

Ranked 96 out of 114 in - Global over 12 months
All calculations are in GBP

Managed by

Jeff Keen

Jeff Keen joined Waverton Investment Management as a Director and co-head of Fixed Income in June 2009. He is the co-manager of the Waverton Global Fund and the Waverton Sterling Bond Fund and also heads up Asset Allocation research at Waverton. After graduation from Bristol University in 1984 he joined the Colonial Mutual (which became First State) and whilst there he managed funds across a range of asset classes before becoming Head of UK Equities. In 1999 he moved to TriAlpha Investment Advisors and was CIO and Chairman of the Asset Allocation committee as well as lead manager on their global bond mandates including the TriAlpha International Bond Fund. 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 football.

Chun Lee

Chun Lee joined Waverton Investment Management in 2005 as a quantitative risk analyst. He joined the Fixed Income desk in 2007 and is the co-manager of the Waverton Global and Sterling Bond Funds. He graduated from the University of Exeter in 2000 with a Masters degree in Finance and Investment. Before joining Waverton 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 : 30/04/2014 - 30/04/2015
  • Rank 96/114 Total Return
  • Rank 40/114 Standard Deviation
  • Rank 58/114 Max Drawdown
Fund Name Risk
40 Waverton Global Bond A GBP

0.8

40 PFS TwentyFour Dynamic Bond A Ret Acc

0.8

42 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

0.9

Fund Name Loss
56 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

-1.7%

57 Marlborough Global Bond Inc

-1.8%

58 Waverton Global Bond A GBP

-1.9%

59 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

-1.9%

60 Hume Global Bond Fund GBP

-2.1%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 2.1%
2014 1.0% 1.0% 1.9% -0.5% -1.3%
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 -3.5% 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).