KAMES STRATEGIC BOND B - Manager
Bestinvest rating
Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
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3 years
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5 years
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Career
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3 years
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5 years
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Career
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-0.29%
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-0.97%
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1.72%
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-0.10%
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-0.47%
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0.39%
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-0.02%
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0.03%
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92.2%
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60.3%
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77.6%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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David Roberts
 "Photo of David Roberts")
Roberts joined Kames Asset Management (previously Aegon) in March 2004 as head of retail fixed income after resigning from Britannic Asset Management (now Ignis) in December 2003. He joined Britannic in 1997 following several years working in the banking industry where he specialised in credit analysis and foreign exchange. His principal responsibility was the management of corporate bond exposure across all relevant fixed income portfolios, as well as being fund co-ordinator for the Corporate Bond and High Income Bond Funds. He holds a degree in economics and an MSc in Investment Analysis. He is also a qualified member of the Institute of Bankers and an Associate of the UK Society of Investment Professionals.
Track record
David Roberts has 8.1 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.03%.
During the worst period of relative performance (from June 2007 - February 2009) there was a decline of 20% relative to the index. The worst absolute loss has been 24%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 78%.
Other funds managed
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Start Date |
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Apr 2004
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Apr 2004
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KAMES STRATEGIC GLOBAL BOND B GBP
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Mar 2009
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| Periods of worst performance |
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Absolute
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-24%
(February 2007 - March 2009)
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Relative
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-20%
(June 2007 - February 2009)
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Sector record since
April 2004 (8 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach