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Kames Investment Grade Bond

Ranked 19 out of 120 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

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.

Stephen Snowden

Stephen Snowden is head of credit in the fixed income team. He specialises in investment grade credit and co-manages two investment grade bond funds and an absolute return bond fund. He rejoined Kames Capital in July 2011 from Old Mutual Asset Management where he managed the Corporate Bond Fund. Stephen started his career with Kames Capital in 1994, initially focusing on equities before moving to the fixed income team to manage corporate bond funds. He has a first class honours degree BSc Finance and an MSc Finance from Queens University Belfast.

Objective

The primary investment objective is to maximise total return (income plus capital) by investing primarily in investment grade and government bonds denominated in sterling and other currencies. The fund may hold a maximum of 20% in high yield bonds and may also hold cash. A minimum of 80% of fund will be hedged back to sterling. The fund may make use of derivatives for investment purposes or to enhance efficient portfolio management.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Sterling Corporate Bond over : 30/11/2016 - 30/11/2017
  • Rank 19/120 Total Return
  • Rank 40/120 Standard Deviation
  • Rank 32/120 Max Drawdown
Fund Name Currency Return
17 AXA Sterling Corporate Bond Z Inc Net GBP

7.1%

18 F&C Institutional Long Dated Corporate Bond 3 Acc GBP

6.9%

19 Kames Investment Grade Bond B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.8%

20 Fidelity Inst UK Corporate Bond Inc GBP

6.8%

21 Royal London Ethical Bond A Inc GBP

6.7%

Fund Name Currency Loss
31 Old Mutual Fidelity Moneybuilder Income U2D GBP

-1.2%

32 Jupiter Corporate Bond GBP

-1.2%

32 Kames Investment Grade Bond B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

34 M&G Feeder of Corporate Bond GBP I Inc GBP

-1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.4% 0.8%
2016 9.1% 2.2% 3.0% 6.2% -2.4%
2015 1.9% 3.7% -3.0% 0.9% 0.4%
2014 11.6% 3.0% 2.8% 1.6% 3.9%
2013 3.2% 2.3% -2.8% 2.4% 1.2%
2012 17.5% 4.8% 1.3% 7.1% 3.3%
2011 6.1% 2.5% 1.1% -1.3% 3.7%
2010 8.3% 4.7% 0.0% 5.9% -2.3%
2009 24.9% -4.6% 11.9% 13.7% 2.9%
2008 -11.8% -3.0% -2.4% -5.5% -1.4%
2007 0.6% 0.1% -1.9% 0.1% 2.3%
2006 2.9% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2006
  • Share Class size1,465Mn
  • Base currencyGBP
  • ISIN GB00B141C763
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0

Related News

Senior fixed income duo quit Kames to join rival

Asset manager appoints new co-head of fixed income following two senior departures.

Aegon enters Switzerland with four bond funds

Insurance giant's asset management arm launches a raft of bond funds in Switzerland

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