The Fund’s investment objective is to achieve long term capital growth over the long-term. The Investment Manager intends to achieve the Fund's investment objective by gaining long and/or short exposure to four asset classes, namely fixed income, currencies, equities, equity indices and commodities (each an ''Asset Class'' and collectively the ''Asset Classes'') listed or traded on a Market. In general, the Fund shall gain exposure to these Asset Classes through various derivative instruments such as futures contracts, and options on futures contracts, forward contracts on currencies, and swaps on fixed income, equities and currencies. The Fund does not have any specific industry, geographic or sector focus.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,59 3 anni: 12,33 5 anni: 10,25 Inizio: 9,47 2024: 5,11 2023: -1,08 2022: 33,52 2021: 7,61 2020: 3,73
Rendimento annuo: Categoria 1 anno: 10,50 3 anni: 5,47 5 anni: 4,30 Inizio: - 2024: 5,35 2023: 1,33 2022: 8,94 2021: 10,19 2020: -9,74
Rendimento annuo: Percentile 1 anno: 38,00 3 anni: 5,00 5 anni: 1,00 Inizio:- 2024: 23,00 2023: 63,00 2022: 5,00 2021: 70,00 2020: 31,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: -71,59 Beta: -0,69 Alfa: 3,39 Tracking error: 14,60 Info Ratio: 0,61
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading USD. Data: 2024-07-17
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading USD. Data: 2024-07-17