Winton Alma Diversified Macro Fund R1C-URegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31/08/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -24,1 | 14,3 | 26,1 | 5,6 | 5,3 | |
+/-Cat | -18,4 | 5,8 | 4,3 | 10,0 | 2,5 | |
+/-Idx | -28,9 | -6,6 | 35,9 | -7,2 | -6,0 | |
Categorie: Alternative Systematic Futures USD | ||||||
Benchmark: Morningstar US Mod Tgt Allo... |
Kerngegevens | ||
Koers 19/09/2024 | USD 16207,46 | |
Rendement 1 Dag | 0,02% | |
Morningstar Categorie™ | Alternative Systematic Futures USD | |
ISIN | LU0462954982 | |
Grootte Fonds (Mil) 19/09/2024 | USD 117,66 | |
Grootte Fondsklasse (Mil) 19/09/2024 | USD 14,85 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 02/09/2024 | 2,13% | |
Gesloten voor nieuwe beleggers | nee |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
After a dramatic 2020, Alma Platinum Systematic Alpha’s subadvisor Winton has found some stability, but outflows have continued, leaving this fund at a much-diminished size of USD 86 million at end-November 2021. Considering also our lack of... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 23 |
Fondshuis | 23 |
Proces | 23 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Winton Alma Diversified Macro Fund R1C-U |
The investment objective of the Sub-Fund is to achieve long-term capital appreciation through compound growth by gaining exposure to global exchange-traded futures, forwards and options markets on commodities (including energies, base and precious metals and crops), equities and equity indices, bonds, short-term interest rates and currencies. |
Returns | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Simon Judes 15/06/2015 | ||
David Harding 15/06/2015 | ||
Oprichtingsdatum 14/07/2010 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Not Benchmarked | Morningstar US Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Winton Alma Diversified Macro Fund R1C-U | - |
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