Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

MontLake DUNN WMA INST UCITS EUR INST B Pooled

Ranked 42 out of 47 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Objective

The Fund's objective is to generate returns for investors over a five year period. The Fund will seek to achieve its objective by taking exposure to a systematic program called the DUNN WMA Institutional Program (the "Strategy"). The Strategy which is 100% methodical provides exposure to the agricultural, energy, metal, equity (through equity indices and the CBOE Volatility Index), fixed income, currency, interest rate sectors (the "Sectors"). The Fund mainly uses futures and structured notes to gain exposure to the Sectors.

Showing fund performance in Luxembourg View performance globally

Performance

Managed Futures over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% -0.8% -3.2%
2016 -4.0% 0.5% 3.7% -0.5% -7.4%
2015 6.7% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date29/05/2015
  • Share Class size120Mn
  • Base currencyEUR
  • ISIN IE00BWVFLJ37

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Trend following isn’t dead, says managed futures specialist

Why poor performance hasn't ended the practice.

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