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Montlake Dunn WMA Institutional UCITS Retail EUR

Ranked 44 out of 47 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Objective

The Sub-Fund's investment objective is to achieve appreciation of its assets and generation of returns through gaining exposure to the Dunn WMA Index. The Index reflects the performance of futures on commodities (agriculture, energy and metals), stock indices (such as EURO STOXX 50, Mini S&P 500, Mini NASDAQ) U.S. and Non U.S. interest rates and currencies (including Sterling, Euro, Canadian Dollar, Japanese Yen).

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 1.5% -1.1% -3.4%
2016 -4.7% 0.4% 3.5% -0.7% -7.6%
2015 5.7% 6.5% -6.3% 7.4% -1.3%
2014 27.7% -7.8% 4.1% 20.4% 10.5%
2013 26.4% 23.6% -1.1% -13.4% 19.4%
2012 -0.1% -6.4% -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date17/01/2012
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00B6R2T818

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%

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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).