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Risk Allocation Income D

Ranked 36 out of 65 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Objective

The fund is a UCITS fund that aims to outperform its benchmark, over a recommended investment period of 3 years and in the framework of a volatility target of up to 5% . Its investment strategy is discretionary and aims to invest across all asset classes in a top-down macro process taking into account the economic scenarios and the analysis of monetary policy banks plants.

Performance

Fund of Funds over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.1%
2017 1.0% 1.1% 0.3% 0.3% -0.7%
2016 -2.6% -2.2% -1.2% 0.5% 0.4%
2015 2.2% 2.5% -1.1% -0.6% 1.4%
2014 0.5% 0.8% 0.0% -1.2% 0.8%
2013 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date30/09/2013
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN FR0011532068

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.001

Charges

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