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David Roberts

David Roberts

About David Roberts

Born in 1966, David Roberts graduated in Economics and Industrial relations from Strathclyde University and completed an MSc in Investment Analysis from Stirling University. He joined TSB Scotland in 1988 before moving to Bankers Trust and ran the treasury operation for the firm's global custody business. A year later Lloyds TSB snapped him up to play a front office role in which he was primarily responsible for the expansion of institutional business. In 1997 he was recruited to develop in house credit systems at Britannic and in 2001 was appointed head of credit at the company. Roberts left Britannic to join Scottish rivals Aegon (now Kames Capital) as head of retail fixed income in March 2004. The Kames Sterling Corporate Bond fund invests predominantly in UK fixed interest, while the Kames Strategic Global Bond fund invests in bonds from around the world.

Are you David Roberts?

Citywire Rating: + rated

2002

  • SNot rated in Sep 2002
  • ONot rated in Oct 2002
  • NNot rated in Nov 2002
  • DNot rated in Dec 2002

2003

  • JNot rated in Jan 2003
  • FNot rated in Feb 2003
  • MNot rated in Mar 2003
  • ANot rated in Apr 2003
  • MRated A in May 2003
  • JRated A in Jun 2003
  • JRated AA in Jul 2003
  • ARated AA in Aug 2003
  • SRated AA in Sep 2003
  • ORated AA in Oct 2003
  • NRated AA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FNot rated in Feb 2004
  • MNot rated in Mar 2004
  • ARated A in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JRated A in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ORated AA in Oct 2004
  • NRated AAA in Nov 2004
  • DRated AAA in Dec 2004

2005

  • JRated AAA in Jan 2005
  • FRated AAA in Feb 2005
  • MRated AAA in Mar 2005
  • ARated AA in Apr 2005
  • MRated AA in May 2005
  • JRated AA in Jun 2005
  • JRated AAA in Jul 2005
  • ARated AAA in Aug 2005
  • SRated AAA in Sep 2005
  • ORated AAA in Oct 2005
  • NRated AAA in Nov 2005
  • DRated AAA in Dec 2005

2006

  • JRated AAA in Jan 2006
  • FRated AAA in Feb 2006
  • MRated AAA in Mar 2006
  • ARated AAA in Apr 2006
  • MRated AA in May 2006
  • JRated AA in Jun 2006
  • JRated AA in Jul 2006
  • ARated AA in Aug 2006
  • SRated AA in Sep 2006
  • ORated AAA in Oct 2006
  • NRated AA in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AA in Jan 2007
  • FRated AAA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AAA in Apr 2007
  • MRated AAA in May 2007
  • JRated AAA in Jun 2007
  • JRated AAA in Jul 2007
  • ARated AA in Aug 2007
  • SRated AA in Sep 2007
  • ORated A in Oct 2007
  • NRated A in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ARated A in Apr 2010
  • MRated A in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JNot rated in Jul 2011
  • ARated A in Aug 2011
  • SNot rated in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated AA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AAA in May 2012
  • JRated AA in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated Plus in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014

Performance

over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 7.4% 2.5% 2.4% 1.7% 0.6%
2013 4.1% 3.3% -2.0% 2.2% 0.5%
2012 16.4% 4.4% 1.1% 6.6% 3.4%
2011 5.3% 2.8% 1.5% -2.1% 3.1%
2010 9.8% 5.7% 0.3% 6.1% -2.4%
2009 1.5% 1.5%

Related News

Kames' $50bn bond boss: my yield curve taper trades

Kames head of fixed income David Roberts has upped conviction in the core trade he believes will benefit as the US Federal Reserve tightens rates

Kames bond boss: Yellen’s rate rise hint is a reality check

The new Fed chair’s suggestion of earlier-than-expected hikes is a clever ploy to contain runaway optimism, says David Roberts.

Performance review: why Saunderson House is sceptical on Japan

Japan’s disappointing fourth-quarter GDP growth figures have convinced Saunderson House investment director Christopher Sexton that Japan’s ‘Abenomics’ turnaround plan is not really working.

Kames Capital splits CEO and CIO roles as Fleming quits

After eight years with the fund group, Andrew Fleming is stepping down, prompting the two senior roles to be split.

Investors brace for Treasury bear market

Doubts about just how long the US Federal Reserve will continue its asset purchase programme are giving the market jitters.

Kames Capital makes triple hire for bond team

The Edinburgh based firm has added to David Roberts' expanding fixed income team with a trio of appointments.

How big is the high yield risk in strategic bond funds?

The tightening of spreads has caused strategic bond fund managers to bulk up their allocation to high yield in search of more yield, but is the credit risk worth the reward?

Are strategic bond managers taking on too much risk?

As investors herd towards high yield bonds questioned must be asked about the level of risk in strategic bond funds.

How to tackle the twin bond enemies - inflation and rising rates

The twin enemies of fixed interest – inflation and interest rates – are growing making it harder to find value.  

Best ways to diversify your government bond exposure

Top bond managers on some of the best ways to diversify government bond exposure for investors nervous about holding debt of US, UK and other highly indebted nations.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.