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Kames Diversified Growth B Acc GBP

Ranked 119 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Colin Dryburgh

Colin Dryburgh is an investment manager in Kames Capital's Multi-asset team. He joined Kames in 2012 and previously worked for Aviva Investors, where he was a European equity analyst. Prior to that, Colin worked for Brewin Dolphin and Abbey National Asset Managers in investment management and analysis roles. He has a degree in mathematics with economics from the University of Strathclyde.

Robert-Jan van der Mark

Objective

The fund aims to maximise total return and outperform the UK Retail Price Index by at least 4% per annum over the medium term, by investing principally in fixed income assets, equities and derivatives (including commodity indices) denominated in any currency. The fund may also hold other Collective Investment Schemes, permitted money market instruments and may occasionally have indirect exposure to property.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -8.1% -1.9% 1.6% 1.0% -8.7%
2017 11.6% 2.7% 3.6% 2.4% 2.4%
2016 6.0% -0.2% 2.2% 4.3% -0.3%
2015 2.2% 5.7% -1.8% -3.5% 2.0%
2014 10.5% 3.0% 1.1% 1.1% 5.0%
2013 -0.5% 7.6% -6.4% -2.0% 0.8%
2012 -1.9% -3.4% 2.6% -2.7% 1.7%
2011 21.7% -1.3% 3.7% 9.3% 8.8%
2010 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD/GBP Forward Contract 56.73%
EUR/GBP Forward Contract 18.59%
JPY/GBP Forward Contract 7.68%
HKD/GBP Forward Contract 6.91%
KRW/GBP Forward Contract 6.09%
US Treasury 2.750% 15-Feb-2028 4.82%
US Treasury 5.250% 15-Feb-2029 4.76%
US Treasury 2.875% 15-May-2028 4.54%
US Treasury 6.250% 15-May-2030 4.52%
iShares Emer Mrkts Local Govt Bd UCITS ETF 4.44%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/07/2010
  • Share Class size394Mn
  • Base currencyGBP
  • ISIN GB00B625LX43

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment10,000

Charges

  • Annual management0.55%
  • Initial investment0.00%

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