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Algebris Macro Credit B EUR Acc

Rang 12 von 25 in - Alt UCITS - Global Makro über 3 Monate
All calculations are in EUR unless stated

Verwaltet von

Alberto Gallo

Alberto Gallo joined Algebris in April 2016 to set up and manage the Algebris Macro Credit Fund, an unconstrained strategy investing across global bond and credit markets, and with lead responsibility for macro strategies. Before joining Algebris, Gallo initiated and ran the Global Macro Credit Research team at RBS, leading idea generation across credit markets. Gallo is active in the financial policy debate as a participant in the ECB and ESMA contact groups on macro financial stability, and as a frequent contributor to the Financial Times and the Wall Street Journal. Previously, he was a Global Credit Strategist at Goldman Sachs in New York. Prior to that, he initiated and ran the Global Credit Derivatives Strategy team at Bear Stearns. He started his career at Merrill Lynch in London. Gallo is a Chartered Financial Analyst and holds an MSc in economics and finance from Bocconi University, cum laude.

Anlageziel

The Algebris Macro Credit Fund aims to achieve a high level of income diversifying across global bond and credit markets. The Fund intends to invest primarily in the following asset classes: debt securities to include corporate or government bonds with fixed or variable interest, investment or below investment grade, mortgage-backed and other asset-backed securities, senior and subordinated financial debt, convertible securities, contingent convertible instruments, hybrid securities, Tier 1 and upper and lower Tier 2 securities (which are forms of bank capital), and trust preferred securities (a type of hybrid security).

Performance

Alt UCITS - Global Makro über : 30.06.2018 - 30.09.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -0,7% -5,5% -0,5%
2017 8,5% 1,6% 0,5% 0,8% 5,4%
2016 3,1%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Frankreich
  2. Deutschland
  3. Irland
  4. Italien
  5. Luxemburg
  6. Niederlande
  7. Schweiz
  8. Vereinigtes Königreich

Information über den Fonds

  • Starttermin19.07.2016
  • Größe der Anteilsklasse1.022Mn
  • BasiswährungEUR
  • ISIN IE00BYT35244

Kaufinformation

  • Mindestanlage (initial)10.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,90%
  • Ausgabeaufschlag0,00%

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