Kames Global Equity Income B Inc USD

Ranked 15 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Mark Peden

Mark Peden is the architect of the global equity income strategy and has been the lead manager of the Kames Global Equity Income Fund since its inception in 2012. European equities are his main area of research expertise where he has been analysing companies since joining Kames Capital in 1992. Over his tenure Mark has held a number of positions and managed a range of both International and European equity funds. He graduated from the University of York and the University of California (Santa Barbara) with a BSc honours degree in Economics with Politics. He has been a qualified Chartered Financial Analyst (CFA) since 1997 and is also an Associate member of the UK Society of Investment Professionals (ASIP).

Douglas Scott

Douglas Scott is an investment manager in the UK Equities team with responsibility for managing several equity income funds, including the Kames Global Equity Income Fund and Kames UK Equity Income Fund. In addition, Douglas has analysis duties for the tobacco, real estate, telecoms, beverages and oil services sectors. He joined Kames Capital in 2003 from Investec where he was a stockbroker specialising in the telecoms sector and, prior to that, worked for TRW and Abbey National in their UK equity teams. Douglas has a 1st Class Honours degree in aeronautical engineering from the University of Glasgow, a Diploma in actuarial science from the Heriot-Watt University. Outside of work he is a keen golfer.

Objective

The investment objective is to provide income and capital growth over the longer term by investing in the global equities market. The Fund will aim to deliver a yield higher than that generally available from investment in global equities.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -5.2% -4.8% 3.5% 5.1% -8.5%
2017 12.9% 4.5% 0.4% 2.3% 5.2%
2016 21.3% 2.2% 4.6% 6.7% 6.3%
2015 10.3% 7.1% -5.2% -2.9% 11.9%
2014 6.6% -0.2% 2.1% -1.5% 6.2%
2013 20.8% 14.6% 0.7% 0.8% 3.9%
2012 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. Jersey
  4. Luxembourg
  5. Netherlands
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date28/09/2012
  • Share Class size650Mn
  • Base currencyUSD
  • ISIN IE00B6YTNB68

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

Related News

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