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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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Lucio Soso

Lucio Soso

Showing manager performance in Luxembourg View performance globally

Citywire Rating: AA rated

2013

  • NRated Plus in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

Performance

Alternative UCITS - Global Macro
over : 30/11/2014 - 30/11/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 0.8% 1.0%
2016 3.7% 1.9% 0.9% 2.0% -1.1%
2015 6.1% 8.1% -2.1% 0.7% -0.4%
2014 7.1% 3.4% 1.9% 0.4% 1.3%
2013 6.2% -0.7% -0.7% 6.4% 1.3%

Related News

Global macro stars reveal best-performing ideas

Sector specialists reveal what has worked best for them over the last 12 months.

How not to lose money in global macro

Bellvue’s Lucio Soso is focusing on capital preservation rather than aggressive returns.

Still huge room for negative shocks, warns AA-rated Soso

Bellevue’s AA-rated global macro managers says there is still potential for negative surprises and highlights US bonds as big winners.

Global macro star reveals crisis survival strategy

VIDEO: AAA-rated Lucio Soso describes how he is betting on Brazil and tapping fixed income in his ‘go anywhere’ approach.

AA-rated global macro manager slashes bond exposure

Lucio Soso stresses role for sovereign debt in diversified approach but reduces exposure amid low growth outlook.

The lone Global Macro manager returning more than 100%

Citywire Global uncovers the single Alt Ucits specialist posting huge outperformance while running a globe-spanning mandate.

Swiss boutique adds UBS bond specialist to multi asset star’s fund

Bellevue Asset Management hires EM expert to assist Citywire A-rated manager on Alt Ucits strategy.

Global macro expert Soso on risk modelling in action

Bellevue’s Lucio Soso explains how modelling for all potential outcomes has helped him ride out taper troubles in his global macro Alt Ucits fund.

Leverage is not a dirty word, says boutique manager

With cash yielding zero per cent, Bellevue AM’s Lucio Soso says it makes more sense for investors to look at other ways to invest.

Macro masters: the best performing Alt Ucits managers revealed

Citywire Global charts the global macros specialists leading the field over both one and three years.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.