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GAM Star Global Rates Inst EUR Inc

Ranked 47 out of 49 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

Adrian Owens

Objective

The fund seeks to achieve absolute returns by employing a process of economic analysis to identify fundamental trends within both the fixed income and global currency markets. There are both medium term and short term based themes involved in the Fund's strategy.

Showing fund performance in Latvia View performance globally

Performance

Global Macro over : 30/04/2017 - 30/04/2018
  • Rank 47/49 Total Return
  • Rank 40/49 Standard Deviation
  • Rank 47/49 Max Drawdown
Fund Name Currency Risk
38 Halley SICAV-Alinea Global A EUR EUR

7.2

39 IPM Systematic Macro UCITS B EUR EUR

7.5

40 GAM Star Global Rates Inst EUR Inc EUR

8.1

41 Vivace 66 I EUR

8.4

42 U Access (Ire) Trend Macro C EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

8.7

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 -3.8% 3.2% 2.4% -0.6% -8.5%
2016 -6.8% -2.8% -1.0% -2.5% -0.7%
2015 0.9% 4.7% 1.3% -4.0% -0.9%
2014 5.8% 3.2% -1.3% 7.7% -3.5%
2013 -1.3% 4.7% -0.1% -3.6% -2.1%
2012 14.4% 9.5% 0.1% 2.0% 2.4%
2011 -6.4% 1.9% -5.9% -6.5% 4.3%
2010 7.8% 6.7% -0.7% 2.1% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date24/11/2009
  • Base currencyEUR
  • ISIN IE00B5BBJ541

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.65%
  • Initial investment1.65

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