Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Philip Milburn

Philip Milburn

Showing manager performance in Guernsey View performance globally

About Philip Milburn

Philip Milburn has spent the entirety of his financial career at Kames Capital (formerly AEGON). He constructs a portfolio of between 40 and 60 holdings for his Kames High Yield Bond fund and invests in bonds and only bonds for the High Yield Bond fund. Earlier in his career Milburn spent a year on secondment to Latin American equities and worked as Global Telecoms Coordinator at the group. Born in Nottingham in 1974, Milburn holds a first class masters degree in economics from Edinburgh University. He is a keen sportsman who enjoys squash, 5-a-side football and skiing.

Invests in own strategies

Are you Philip Milburn?

Citywire Rating: Not Rated

2012

  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017

Performance

over : 31/05/2016 - 31/05/2017
Rank 8/11 Bonds - Global
Manager Return
6 Paul Brain 14.2%
7 Ariel Bezalel 6.4%
8 Philip Milburn 2.2%
8 David Roberts 2.2%
8 Colin Finlayson 2.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.4%
2016 3.5% 1.1% 1.7% 2.1% -1.3%
2015 -0.5% 2.5% -2.2% -1.4% 0.5%
2014 4.7% 2.2% 2.0% -0.3% 0.8%
2013 2.5% 1.5% -1.8% 1.0% 1.8%
2012 4.0% 1.9%

Related News

Kames bolsters bond desk with absolute return specialist

Investment firm adds resources to fixed income team with new appointment set to report to head of credit.

Kames bond veteran to extend break for health reasons

Citywire + rated Phil Milburn expected to resume duties in the second half of the year after stepping back from fund management in September.

Mobile giants merger still on the cards, says bond veteran Milburn

Failed merger of Sprint and T-Mobile US does not spell end for consolidation in the sector, says former Citywire AA-rated manager.

Kames’ Milburn blasts firms over wave of ‘insulting’ bond issuances

The fixed income veteran says some European firms are ‘abusing’ bond markets by using questionable debt structures.

Kames' bond chief: how to exploit the end of tapering

VIDEO: Bond veteran David Roberts sits poised to pounce on market overreaction once the Fed finally turns off the taps.

Yellen’s rate rise hint is a reality check, says Kames’ bond chief

The new Fed chair’s suggestion of earlier-than-expected hikes is a clever ploy to contain runaway optimism, says David Roberts.

Five year treasuries look vulnerable, warn Kames bond veterans

The way bond investors approach the treasury curve will be the critical play of 2014, according to Philip Milburn and David Roberts.

Motown Blues: breaking down the Detroit bankruptcy

As Detroit becomes the biggest US city to file for Chapter Nine protection, Citywire Global decodes what it means for municipal bonds and US economic health.

High yield: how much longer in the sweet spot?

The soaring popularity of high yield funds looks set to continue but alarm bells are starting to ring for some investors.

Argentine bond battle creates EMD shorting opportunities, says Milburn

Kames Strategic Bond fund manager Phil Milburn has taken profits on his emerging market debt short, but is on a watching brief to put the trade back on.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.