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Waverton Global Bond A GBP

Ranked 101 out of 113 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 : 30/11/2013 - 30/11/2014
  • Rank 101/113 Total Return
  • Rank 42/113 Standard Deviation
  • Rank 70/113 Max Drawdown
Fund Name Return
99 JPM Diversified Fixed Income GBP C Inc

1.9%

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

Currency exposure is hedged

Currency exposure is hedged

1.7%

101 Waverton Global Bond A GBP

1.7%

102 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

1.6%

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

Currency exposure is hedged

Currency exposure is hedged

1.3%

Fund Name Risk
41 PFS TwentyFour Dynamic Bond A Ret Acc

0.7

42 Schroder ISF Global Unconstrained Bd GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged

0.7

42 Waverton Global Bond A GBP

0.7

42 AllianceBernstein-Gl Plus Fixed Income Pf 1 GBP H

Currency exposure is hedged

Currency exposure is hedged

0.7

Fund Name Loss
69 Capital Group Global Bond (LUX) A GBP

-1.5%

70 Waverton Global Bond A GBP

-1.6%

70 Schroder ISF Global Bond GBP I Acc

-1.6%

72 Legg Mason Global Multi Strategy Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.0% 1.9% -0.5%
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).