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You are here: Manager factsheet
Philip Milburn
Kames Capital
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Philip is an investment manager in the fixed income team. He joined us in 1997 straight from university. Philip studied Economics at the University of Edinburgh.
Total return for Philip Milburn
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Philip Milburn

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Philip Milburn 13.6 5.0 6.2 36.4 -10.1 -3.1 3.1 6.5 11.8 2.0
Peer Group Composite 12.8 2.8 7.2 24.2 -8.6 1.7 1.9 5.4 10.3 -0.1
Over / Under 0.8 2.2 -1.0 12.2 -1.5 -4.8 1.2 1.1 1.5 2.1
Performance vs peer group composite: Philip Milburn
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Kames High Yield Bond Co-managed UT Sterling High Yield since Nov 01 2003 to present
Kames High Yield Global Bond Co-managed FO Fixed Int - Global High Yield since Nov 08 2007 to present
Kames Strategic Global Bond Co-managed FO Fixed Int - Global since Nov 08 2007 to present
Kames Strategic Bond Co-managed UT Sterling Strategic Bond since Nov 01 2009 to present
Funds managed previously
Fund Periods
Kames Ethical Corporate Bond since May 01 2002 to Dec 31 2010
AEGON European Bond since Sep 01 2006 to Dec 31 2007
Kames Sterling Corporate Bond since Nov 24 2003 to Feb 29 2004
Kames Strategic Bond since Dec 16 2003 to Feb 29 2004
 
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