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OYSTER Multi-Asset Inflation Shield I USD

Clasificado 29 de 35 sobre - Mixtos Flexibles USD durante 12 meses
All calculations are in EUR unless stated

Gestionado por

Hartwig Kos

Hartwig Kos, CFA is co-head of multi-asset and vice CIO at SYZ Asset Management based in London. He joined the firm in 2015 and deals in global multi-assets using a top-down approach. Prior to this, he worked at Baring Asset Management from 2005. Hartwig graduated from the University of Basel and the Cass Business School with a degree in Economics and Finance and outside of work he lists the theatre and skiing among his interests.

Roberto Magnatantini

Adrien Pichoud

Adrien Pichoud is a portfolio manager and chief economist at SYZ Asset Management based in Geneva. He joined the firm in 2010 and prior to this he was an economist with Global Equities SA. Adrien deals in Euro and US Dollar bonds, using flexible and relative-value strategies. He graduated from IAE and the University of Sussex with a degree in Economics & Finance and outside of fund management lists skiing among his interests.

Fabrizio Quirighetti

Fabrizio Quirighetti is CIO and Co-Head of Multi-Asset at SYZ Asset Management. He is responsible for the macroeconomic analysis and asset allocation strategy for SYZ Asset Management. He also manages Multi-Asset and Fixed Income portfolios with a proven track-record, among them Absolute Return strategies implemented since 2003. Fabrizio holds an MBA in econometrics and a degree in quantitative economics. He started his career with SYZ group in 2002 and worked as a consultant for Artprice between 1997 and 2001. He is a founding and board member of the Investment Strategists Association of Geneva (ISAG) and external member of the Tactical Allocation Committee for the Swiss Public Pension Fund.

Objetivo

This Fund may invest in shares and other equity-related securities, fixed income securities, including all types of instruments such as bonds, convertible bonds and bonds with a coupon indexed to inflation, term deposits, money market instruments related to commodities. The Fund may also hold additionally cash. The weighting between these instruments will be determined by the Sub-Investment Manager based on his personal opinion and market trends. The Sub-fund may invest up to 10% of its assets in China A shares via the Shanghai-Hong Kong Stock Connect.

Rentabilidad

Mixtos Flexibles USD durante : 31/07/2016 - 31/07/2017

Rentabilidad Total

Rentabilidad trimestral

a 30/06/2017 Anual T1 T2 T3 T4
2017 0,9% -4,5%
2016 6,7% -3,8% 5,3% -0,1% 5,5%
2015 8,0% 15,7% -5,1% -3,0% 1,4%
2014 16,4% 1,8% 3,5% 5,6% 4,6%
2013 -2,4% 2,9% -4,5% -3,1% 2,5%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Austria
  2. Francia
  3. Alemania
  4. Italia
  5. Luxemburgo
  6. Holanda
  7. España
  8. Suiza

Información del fondo

  • Fecha de inauguración01/10/2012
  • Tamaño del fondo14Mn
  • Moneda baseUSD
  • ISIN LU0335770284

Información de compra

  • Inversión mínima inicial1Mn
  • Mínima aportación periódica adicional0

Costos

  • Comisión de gestión anual0,75%

Noticias relevantes

Multi-asset outperformer cuts HY and EMD on rates rise risk

Citywire + Fabrizio Quirighetti has adjusted his portfolios to temper the impact of policy action on credit markets.

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR