Kames Strategic Bond Acc A

Ranked 34 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Colin Finlayson

Colin Finlayson is an investment manager in Kames Capital’s Fixed Income team and specialises in global government bonds and relative-value analysis. He is the co-manager of the Kames Absolute Return Bond Fund and Kames Strategic Global Bond Fund as well as the Core Plus and Long Core Plus pooled pension funds. He joined Kames Capital in 2000 directly from the University of Strathclyde, where he studied economics and finance. Colin is a CFA charterholder.

Alex Pelteshki

Alex Pelteshki is a fixed income fund manager at Kames Capital and specializes in bottom-up analysis and relative value trades in the global financials sector. He is the co-manager of the Kames Strategic Bond and Strategic Global Bond funds, as well as the LBPAM Kames Absolute Return Bond fund. He joined Kames from ING Financial Markets, where he was a lead equity analyst covering Spanish and Italian banks. He holds a BA from Dickinson College, as well as an MBA from RSM Erasmus Universiteit Rotterdam. He has passed all three levels of the CFA curriculum.

Objective

To invest in global debt instruments denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. The Fund may invest in aggregate a maximum of 40% of its Net Asset Value in high yield bonds and emerging market bonds. At least 80% of the Fund will be invested in sterling and other currency denominated bonds hedged back to sterling. The Fund may also invest in derivative instruments and forward transactions.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.4%
2018 -2.5% -1.1% -0.3% 0.5% -1.6%
2017 5.3% 1.4% 1.6% 0.6% 1.6%
2016 5.1% -0.3% 2.4% 3.7% -0.7%
2015 -1.1% 2.8% -2.2% -2.1% 0.5%
2014 3.5% 2.2% 1.7% -0.2% -0.2%
2013 4.2% 2.5% -1.9% 1.4% 2.2%
2012 15.5% 6.2% 0.7% 5.0% 2.9%
2011 0.4% 3.9% 0.2% -5.1% 1.5%
2010 8.8% 5.4% -1.1% 5.5% -1.1%
2009 39.4% -5.2% 21.0% 17.6% 3.3%
2008 -16.1% -0.5% -2.4% -8.6% -5.5%
2007 -0.6% 0.9% -0.7% -0.3% -0.4%
2006 3.1% 0.3% -1.3% 3.4% 0.8%
2005 8.8% 0.8% 3.8% 2.0% 1.9%
2004 10.8% 2.0% -2.7% 6.2% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/12/2003
  • Share Class size683Mn
  • Base currencyGBP
  • ISIN GB0033988543

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • 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).