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Stone Harbor 500 Plus Fund;Institutional

Ranked 565 out of 1893 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to maximize total return which consists of income on its investments and capital appreciation. The Fund seeks to exceed the total return of the Standard & Poors 500 Index by investing its net assets under normal market conditions, in S&P 500 Index derivatives and various types of fixed income instruments.

Performance

US over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 3.9%
2017 3.5% 4.5% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date20/01/2017
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN US8616478165

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment250,000

Charges

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