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ACPI Balanced UCITS R USD

classificato 20 su 35 di - Multi Asset Bilanciati USD su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Marcus Szemruk

Marcus Szemruk joined ACPI in 2005 initially as a member of the Multi-Manager team researching external hedge fund strategies with a generalist background and therefore covering equity long/short, credit long/short, event driven and global macro strategies. Since 2008 he has been additionally responsible for all external long-only manager research, covering both equities and fixed income and has been the portfolio manager of the ACPI Balanced UCITS Fund since December 2008. Marcus also formulates the internal asset allocation framework as it pertains to the ACPI Balanced UCITS Fund. Marcus also interacts closely with ACPI’s CIO and private wealth management unit liaising on all long-only external manager allocations and Chairs the quarterly long-only external manager committee. Marcus’s previous roles include working at a London-based fund of hedge funds as a generalist analyst, and before that he was an analyst on the buy-side of the European equities team at Phillips & Drew, UBS Global Asset Management. Marcus holds a Bachelor of Science degree in Banking and Finance from Loughborough University and holds the Securities Institute Certificate in Investment Management (CertIM).

Obiettivo

The ACPI Balanced Fund aims to provide investors with long-term capital preservation and growth by investing in a portfolio of equities, bonds and cash. The Fund invests in cash deposits, international bond and equity funds to provide a portfolio diversified through both asset and geographic allocations.

Performance

Multi Asset Bilanciati USD su un periodo di : 31/08/2017 - 31/08/2018

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -3,8% 5,2%
2017 2,2% 4,6% -2,5% -1,2% 1,4%
2016 7,6% -3,6% 3,1% 2,2% 6,0%
2015 9,9% 14,1% -3,3% -5,8% 5,8%
2014 17,0% 0,5% 3,0% 6,8% 5,9%
2013 8,4% 8,6% -0,7% -1,2% 1,7%
2012 9,9% 3,7% 3,3% 1,9% 0,7%
2011 1,8% -3,1% 0,2% -1,3% 6,1%
2010 12,7% 8,7% 3,0% -4,1% 4,9%
2009 11,2% -2,3% 5,4% 4,3% 3,6%
2008 -27,2% -14,1% -1,2% -2,7% -11,8%
2007 -2,1% 0,9% 4,3% -3,5% -3,5%
2006 -0,8% 1,1% -6,8% 1,9% 3,4%
2005 22,2% 2,7% 7,4% 4,7% 5,9%
2004 2,6% 5,3% 0,7% -3,3% 0,1%
2003 2,0% -5,5% 4,2% 2,2% 1,3%
2002 -24,1% 1,5% -15,4% -9,9% -1,8%
2001 -5,3% -1,2% 4,5% -17,0% 10,5%
2000 -8,1%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Italia
  2. Sudafrica
  3. Svizzera
  4. Regno Unito

Informazioni sul fondo

  • Inizio collocamento08/08/2014
  • Dimensione share class163Mn
  • Valuta di baseUSD
  • ISIN IE00BKXGW644

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo2.500
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale0,00%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).