Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Kames Ethical Cautious Managed Inc A

Ranked 369 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Iain Buckle

Iain Buckle is an investment manager in the fixed income team with responsibility for credit analysis, particularly securitised and structured finance assets. Iain is the co-manager of several funds with a primary focus on sterling credit mandates. His funds include the Kames Sterling Corporate Bond Fund, core pooled and segregated mandates and funds included in our ethical bond franchise. As an experienced fund manager Iain is responsible for overseeing the institutional pooled and buy-and-hold portfolios managed across the team. Iain joined Kames Capital in 2000 from Baillie Gifford where he was a fixed income analyst. He studied economics at Heriot Watt University and outside fund management Iain enjoys golf and skiing.

Audrey Ryan

Audrey Ryan is an investment manager in the UK Equities team with responsibility for managing several funds, including the Kames Ethical Equity Fund and Kames UK Opportunities Fund. In addition, Audrey has analysis duties for the travel & leisure sector, and is a small-cap specialist. She joined Kames Capital in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis. Away from the financial world, Ryan enjoys going to the theatre, tennis and running.

Objective

To provide a combination of income and long term capital growth by investing in a diversified range of UK equities, bonds and cash, which meet the fund's predefined ethical criteria. Equities will be limited to a maximum of 60% of the portfolio value at all times.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 369/395 Total Return
  • Rank 308/395 Standard Deviation
  • Rank 372/395 Max Drawdown
Fund Name Currency Return
367 Andromeda Income GBP Acc GBP

-1.0%

368 Barclays MultiManager Portfolio 2 AD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

369 Kames Ethical Cautious Managed Inc A GBP

-1.3%

370 VT Garraway Multi Asset Diversified A Acc GBP

-1.3%

371 Melchior Selected Trust Global Multi-Asset I7 GBP GBP

-1.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -10.7% -4.5% 3.7% -0.5% -9.4%
2017 8.1% 1.7% 1.0% 2.1% 3.0%
2016 2.7% -1.5% -2.5% 7.6% -0.7%
2015 7.0% 4.5% 0.3% -1.3% 3.4%
2014 6.4% 1.8% -0.9% 1.1% 4.4%
2013 19.8% 8.9% -0.5% 5.0% 5.2%
2012 14.6% 6.4% -1.3% 6.3% 2.8%
2011 -0.9% 1.7% 1.4% -6.8% 3.2%
2010 17.8% 5.2% -0.8% 9.4% 3.3%
2009 17.2% -6.2% 5.3% 17.9% 0.5%
2008 -18.2% -4.9% -0.4% -7.7% -6.4%
2007 0.3% -2.7% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2007
  • Base currencyGBP
  • ISIN GB00B1N9DW38

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment0.00%

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