Kames Global Equity B Acc


Buy/Sell Price  (as of 19/09/2017) £2.1006   Day Change :  0.86%     Fund Code:  AEGEB 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Craig Bonthron is an investment manager in the Equities team, responsible for co-managing global equities portfolios. He joined Kames in 2014 from SWIP, where he was investment director in global equities and was the joint fund manager of the SWIP Global Sustainable Equity fund and the SWIP Global Islamic Equity Fund. In addition Craig also had analysis responsibilities for the tech, energy and utility sectors. Prior to SWIP, he was a portfolio manager at Kleinwort Benson Investors, a member of the global environmental equity team, and co-manager of the KBI Global Water Fund. Craig has a 1st Class honours degree in Building Surveying, an MSc with Distinction in Business Information Technology Systems from Strathclyde Business School.

Biography

Neil Goddin is Head of Equity Quantitative Analysis and also has joint responsibility for managing funds within the Global Equities team. In addition to investment management responsibilities, he leads the team responsible for building and maintaining the Kames equity investment screen, which is used across the equity team, and advising on optimising risk levels in the funds. Neils role differs from most typical quant professionals as he sits within the fundamental team, has joint responsibility for managing funds and is an integral part of the equity team; rather than the more traditional model where quant teams sit separately, away from investors. Neil joined Kames Capital in 2012 from LV Asset Management where he was Head of Investment Risk. Prior to that, he worked for WestLB Mellon Asset Management and Deutsche Asset Management in various risk-management roles. He is a Certified Risk Manager by the Global Association of Risk Professionals.
Investment HouseKames
Fund ProviderKames Capital PLC
ManagerCraig Bonthron   Biography
ManagerNeil Goddin   Biography

Fund Objective To provide capital growth

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB0007274516
12-Month NAV High £2.14
12-Month NAV Low £1.74
Fund Comparative Index -
Morningstar CategoryTMGlobal Large-Cap Blend Equity
Dividend FrequencyYearly
Historic Yield0.68%

Annual Charges

Morningstar ratings

 as of  30/06/2017
OverallN/A
3 YearsN/A
5 YearsN/A
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  19/09/2017

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
7.54-0.235.02-2.522.24
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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