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Kames Ethical Corporate Bond

Ranked 84 out of 107 in - Sterling Corporate Bond over 36 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.

Euan McNeil

Euan McNeil is an investment manager in the fixed income team. He specialises in investment grade credit and co-manages two investment grade bond funds as well as several institutional portfolios. Euan joined Kames Capital in 2003 from Britannic Asset Management, where he worked in the corporate bond team. Prior to that, he was an international equities manager at Blairlogie Capital Management. Euan studied international business and French at the University of Strathclyde and has an MSc in investment analysis from the University of Stirling. Outside of work he enjoys golf.

Objective

The primary investment objective is to maximise total return (income plus capital). To invest in sterling denominated bonds issued by a company or organisation which meets the Fund's predefined ethical criteria. Investments may encompass investment grade bonds, cash and up to 10% of one Fund in higher yield bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.3%
2018 -2.4% -1.7% 0.0% -0.6% -0.2%
2017 4.1% 1.9% 0.1% 0.3% 1.8%
2016 8.3% 2.1% 3.0% 5.7% -2.4%
2015 1.5% 3.0% -2.5% 1.0% 0.0%
2014 10.6% 2.4% 2.1% 2.0% 3.7%
2013 0.9% 2.2% -3.0% 1.8% 0.0%
2012 12.4% 2.2% 1.8% 5.1% 2.8%
2011 7.2% 1.9% 2.1% 0.6% 2.5%
2010 10.0% 6.4% 0.7% 5.3% -2.5%
2009 14.7% -8.3% 6.1% 15.0% 2.5%
2008 -12.4% -3.5% -1.5% -4.6% -3.4%
2007 -1.2% -0.3% -2.0% -0.8% 2.0%
2006 0.5% -0.5% -1.6% 2.9% -0.3%
2005 9.4% 0.9% 4.4% 1.2% 2.6%
2004 8.0% 1.0% -1.2% 4.1% 4.0%
2003 8.6% 2.4% 3.4% 0.5% 2.1%
2002 3.9% 0.4% -1.0% 4.6% -0.2%
2001 6.3% 1.8% -1.4% 3.6% 2.2%
2000 2.0% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/2000
  • Share Class size273Mn
  • Base currencyGBP
  • ISIN GB0005342646

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • 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).