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GAM Multibond - Absolute Return Bd Plus-EUR B

classificato 37 su 46 di - Strategie di credito su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Timothy Haywood

Timothy Haywood is the investment director business-unit head for fixed income for GAM. Haywood joined GAM in 2009, following the merger with Augustus (then Julius Baer Investments Limited). He had previously worked as both CIO and CEO for Augustus, and has also held roles at Orient Overseas (International) and Chemical Global Investors Limited. Haywood attended the University of Edinburgh where he received a BSc in Chemical Engineering, and also holds a MBA from the University of Cranfield.

Daniel Sheard

Daniel Sheard is an Investment Director, responsible for the absolute return bond family of funds and various long only fixed income mandates. Mr Sheard joined GAM following its acquisition of fixed income and foreign exchange specialist, Augustus, in May 2009. He joined Augustus (then Julius Baer Investments Limited) in 2006 as deputy chief investment officer and became chief investment officer in 2008. Mr Sheard previously worked at Prudential M&G, where he was a director of the Institutional Fixed Income group. Prior to that he was a principal within the Advanced Strategies group at Barclays Global Investors, and before that was an associate director within the Fixed Income unit at Schroders. Mr Sheard holds a BSc (Hons) in Financial Services from the University of Manchester Institute of Science and Technology, a Postgraduate Diploma of Law from Nottingham Trent University, and is a charterholder of the Chartered Institute of Bankers. He is based in London.

Obiettivo

The fund invests worldwide in bonds of the most various maturities, credit ratings, countries and currencies, as well as in derivative financial instruments, in accordance with the absolute return approach. The fund allows investors to delegate investment decisions to experienced specialists. The investment aim is to achieve positive returns independently of market developments.

Performance

Strategie di credito su un periodo di : 31/05/2017 - 31/05/2018
  • Classificazione 37/46 Rendimento totale
  • Classificazione 24/46 Deviazione Standard
  • Classificazione 32/46 Perdita Massima
Nome del Fondo Currency Risk
22 Invesco Active Multi-Sector Credit C Acc EUR

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

1,7

23 Invesco Unconstrained Bond Fund A Acc EUR Hdg

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

1,8

24 GAM Multibond - Absolute Return Bd Plus-EUR B EUR

1,8

25 MLIS KLS Fixed Income UCITS EUR D Acc EUR

1,8

26 BSF Fixed Income Strat D2 EUR EUR

1,8

Nome del Fondo Currency Perdita
31 Invesco Unconstrained Bond Fund A Acc EUR Hdg

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-3,1%

32 GAM Multibond - Absolute Return Bd Plus-EUR B EUR

-3,3%

33 Threadneedle (Lux)-Global Opportunities Bond AEH

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-3,4%

34 Amundi Fds Glb Macro Bonds & Ccy Low Vol - IE (C) EUR

-3,4%

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 -0,8%
2017 1,5% 2,2% 0,8% 0,0% -1,5%
2016 4,3% 0,4% 1,2% 1,4% 1,3%
2015 -2,0% 0,3% 1,7% -2,9% -1,1%
2014 -3,3% 1,7% 0,6% -1,8% -3,7%
2013 -0,8% 0,5% -1,9% 0,8% -0,2%
2012 8,1% 5,7% -0,1% 0,9% 1,3%
2011 0,1% 1,8% -0,7% -2,3% 1,3%
2010 4,2% 3,0% -0,3% 1,3% 0,2%
2009 14,6% 4,4% 5,1% 3,9% 0,4%
2008 -3,8% -0,2% 0,7% 1,8% -5,9%
2007 7,3% 1,1% 1,7% 2,0% 2,3%
2006 0,7% 1,0%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Chile
  4. Cipro
  5. Danimarca
  6. Estonia
  7. Finlandia
  8. Francia
  9. Germania
  10. Islanda
  11. Irlanda
  12. Italia
  13. Lettonia
  14. Liechtenstein
  15. Lituania
  16. Lussemburgo
  17. Paesi Bassi
  18. Norvegia
  19. Portogallo
  20. Singapore
  21. Spagna
  22. Svezia
  23. Svizzera
  24. Emirati Arabi Uniti
  25. Regno Unito

Informazioni sul fondo

  • Inizio collocamento31/05/2006
  • Dimensione share class94Mn
  • Valuta di baseEUR
  • ISIN LU0256048223

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,10%
  • Investimento iniziale1,1

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