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GAM Star Balanced Inst GBP Acc

Rang 15 von 21 in - Mischfonds - Dynamisch USD über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Charles Hepworth

Charles Hepworth works at GAM Holding AG where he runs mixed asset and equity strategies. Before joining GAM in 2012, he worked at Quilter Cheviot for 18 years, at Albert E Sharp for two years (1992-1994) and at SG Warburg for one year. The GAM Star Growth fund under his management is a multi-asset strategy so it seeks investments in all assets classes, other funds and in all capitalisation sectors. Charles holds a bachelor of science in biotechnology from Leeds University. He is also a CAIA charterholder, CFA and CISI.

James McDaid

James McDaid is an investment manager and a member of the Multi Asset Class Solutions (MACS) Investment Team at GAM. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was an investment manager at Quilter Cheviot, managing private client portfolios and client relationships. He started at Quilter as an assistant fund manager in 2001, focusing on Asia-Pacific and Japanese equity markets. He began his career as a dealer at TD Waterhouse Investor Services. James McDaid is a CFA and CAIA charterholder, a Chartered Wealth Manager and holds a BA in Accountancy and Finance.

Anlageziel

The investment objective of the Fund is to seek to achieve an attractive return on capital while simultaneously attempting to limit the risk of capital loss. This investment objective may be achieved primarily through investment in open-ended collective investment schemes which gain exposure to equities, Fixed Income Securities, property, commodities and currencies. The Fund will not invest directly in property or commodities. It is intended that the Fund will maintain a balanced exposure to equities, Fixed Income Securities, property, commodities and currencies; however the Fund may gain exposure of up to 85% of net assets to equities.

Performance

Mischfonds - Dynamisch USD über : 31.07.2017 - 31.07.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -1,3% 1,5%
2017 7,6% 3,9% -0,7% 1,7% 2,6%
2016 -6,5% -8,3% -2,2% 1,5% 2,7%
2015 9,2% 14,3% 0,0% -9,2% 5,2%
2014 10,0% 0,8% 3,6% 2,9% 2,4%
2013 12,6% 4,0% -2,3% 5,2% 5,3%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Finnland
  2. Frankreich
  3. Deutschland
  4. Irland
  5. Italien
  6. Luxemburg
  7. Norwegen
  8. Schweden
  9. Schweiz
  10. Vereinigtes Königreich

Information über den Fonds

  • Starttermin01.10.2012
  • BasiswährungGBP
  • ISIN IE00B56X5F76

Kaufinformation

  • Mindestanlage (initial)12Mn
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,70%
  • Ausgabeaufschlag0,70%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)