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M&G Episode Macro EUR T-H Net Acc (Hgd)

Ranked 16 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Objective

The Fund aims to deliver a higher total return, with lower volatility on average, than global equities over a rolling three to five year period. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not recoup the original amount they invested. The fund manager adopts a flexible approach to the allocation of capital between asset classes in response to changes in economic conditions and the valuation of assets. The Fund will typically invest in a variety of equity index futures, currency forwards, interest rate swaps, and other highly-liquid derivatives.

Showing fund performance in Luxembourg View performance globally

Performance

Global Macro over : 31/03/2017 - 31/03/2018
  • Rank 16/48 Total Return
  • Rank 24/48 Standard Deviation
  • Rank 25/48 Max Drawdown
Fund Name Currency Return
14 Diamond I SICAV Opportunities Fund B Cap EUR

6.1%

15 Algebris Macro Credit B EUR Acc EUR

6.0%

16 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1%

17 Vates Parade A EUR

3.6%

18 Tom Capital Growth Fund A (EUR) EUR

3.5%

Fund Name Currency Risk
22 Sirius GS5 I EUR

3.9

23 Unifond Global Macro, FI EUR

4.0

24 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.5

25 Spinnaker Emerging Markets Macro S1 EUR EUR

4.6

26 AZ Fund 1 Macro Volatility A AZ FUND Acc EUR

4.7

Fund Name Currency Loss
23 Sirius GS5 I EUR

-3.1%

24 Spinnaker Emerging Markets Macro S1 EUR EUR

-3.2%

25 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

26 U Access (Ire) Trend Macro C EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

27 Chiron Global Opportunities X EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 7.0% 1.8% 1.8% 1.6% 1.7%
2016 8.0% 1.6% -1.8% 2.7% 5.4%
2015 2.1% 4.5% 1.7% -5.0% 1.1%
2014 8.3% 2.3% 2.7% 0.8% 2.2%
2013 6.7% 0.5% -0.3% 4.0% 2.4%
2012 -5.9% 4.6% -12.3% -0.2% 2.7%
2011 -0.2% 1.3% 0.2% -7.7% 6.6%
2010 3.5% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland

Fund Info

  • Launch date03/06/2010
  • Base currencyEUR
  • ISIN GB00B5LHW198
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

  • Annual management0.75%
  • Initial investment0.75

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).