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Waverton Global Bond A GBP

Ranked 3 out of 47 in - Global Flexible over 12 months
All calculations are in GBP unless stated

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.

Objective

The investment objective of Waverton Global Bond Fund is to achieve capital growth and income through investment in fixed and/or floating rate global government and corporate Debt Securities. The Debt Securities may be either investment grade or below investment grade rated by a rating agency such as Moodys or Standard & Poors. The Debt Securities may be denominated in any currency. Waverton Global Bond Fund may not invest more than 10 per cent. of its Net Asset Value in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Global Flexible over : 30/04/2017 - 30/04/2018
  • Rank 3/47 Total Return
  • Rank 42/47 Standard Deviation
  • Rank 37/47 Max Drawdown
Fund Name Currency Return
1 Vontobel Fd TwentyFour Strat Income Fd AQN GBP GBP

4.7%

2 Nomura Funds Ireland-Global Dynamic Bond ID GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

4.3%

3 Waverton Global Bond A GBP GBP

3.8%

4 PIMCO GIS Diversified Income Dur Hdg I GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

5 Schroder ISF Global Multi Credit I Inc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4%

Fund Name Currency Risk
40 M&G Global Macro Bond Sterling A-H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

41 Loomis Sayles Strategic Income Fund H-N/D(GBP)

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

42 Waverton Global Bond A GBP GBP

3.2

43 Templeton Gl Multisector Plus SIF I (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

44 Janus Henderson Glo Flex Income U£acc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

Fund Name Currency Loss
35 Janus Henderson Glo Flex Income U£acc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

36 GAM Multibond - Diversified Income Bd-GBP C

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

37 Waverton Global Bond A GBP GBP

-2.1%

37 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

39 London & Capital Global Growth Fixed Inc X GBP Inc GBP

-2.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 6.0% 1.9% 1.8% 1.5% 0.7%
2016 1.0% -2.0% 1.2% 2.3% -0.5%
2015 0.8% 2.1% -0.7% -3.1% 2.5%
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. Austria
  2. Germany
  3. Spain
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date11/01/2010
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN IE00B4V37489

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0.5

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