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Andbank BrightGate Global Income Fund Cap

Ranked 4 out of 53 in - Global Short Term over 12 months
All calculations are in USD unless stated

Managed by

Jacobo Arteaga

Jacobo Arteaga founded BrightGate Capital in 2008, jointly with Bertrand de Montauzon. He is the CEO and also manages the Andabank BrightGate Income fund. Before founding BrightGate,he worked in several asset managers like JP Morgan, Merrill Lynch and Credit Suisse. Jacobo holds a master degree in business administration from San Pablo CEU University in Madrid.

Objective

The Investment Objective of the Sub-Fund is to provide a mid-term growth through an actively managed well diversified portfolio of primarily fixed-income and fixed income related instruments with a global geographic and multi-sector focus. The Sub-Fund is mainly invested in bonds (including high yield bonds (up to 100% of the Sub-Fund net assets), fixed-rate or floating securities, zero-coupon bonds and treasury bonds) with no particular rating.

Performance

Global Short Term over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 6.8% 4.7%
2016 1.3% 5.3% -0.4% 2.2% -5.6%
2015 -9.0% -9.7% 6.1% -3.3% -1.8%
2014 -8.2% 0.1% 1.4% -5.8% -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Spain

Fund Info

  • Launch date14/10/2013
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN LU0942882589

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.20%

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