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GAM Star (Lux) Financials Alpha C EUR

Ranked 119 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

The aim of this Sub-Fund is to generate a return, irrespective of the market trends, with a reduction of risk in the event of a downturn and the possibility of a lower return, in the event of an upturn. For that purpose, the Sub-Fund will be invested, with no specific limitation in terms of geographical sector, in equities, equity-linked instruments and bonds/convertible bonds issued by financial entities mainly linked but not limited to the following sectors : banking, insurance, wealth management, real estate, consumer finance (i.e. credit cards), investment banking.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 119/169 Total Return
  • Rank 32/169 Standard Deviation
  • Rank 59/169 Max Drawdown
Fund Name Currency Return
117 BBVA Durbana IF BBVA Alternative Solutions Fund EUR

-2.6%

118 Fonditalia Flexible Italy - R EUR

-2.6%

119 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

120 BlackRock UK Equity Absolute Return A2 EUR EUR

-2.8%

121 Rational Asset Mgmt Equity Long/Short IC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

Fund Name Currency Risk
30 Frankfurter Stiftungsfonds R EUR

3.1

31 Exane Funds 1 - Exane Pangea Fund A EUR

3.2

32 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

33 Anima Alto Potenziale Italia A EUR

3.3

34 Exane Funds 2 - Exane Zephyr Fund A acc EUR

3.3

Fund Name Currency Loss
57 LOYS-GLOBAL L/S INH.I EUR

-3.1%

58 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

-3.2%

59 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

60 Alken Fund - Absolute Return Europe-H EUR

-3.2%

60 Exane Funds 1 - Exane Integrale Fund A EUR

-3.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -1.4% -0.5%
2017 1.6% -0.2% 1.1% 2.2% -1.3%
2016 -6.3% -2.9% -2.2% 0.3% -1.5%
2015 6.9% 2.8% -1.8% 5.1% 0.8%
2014 0.0% 0.6% -0.6% 0.5% -0.5%
2013 8.1% 6.4% 0.1% -1.6% 3.1%
2012 4.3% 2.7% -0.9% 3.5% -1.0%
2011 -6.6% -2.6% 0.4% -5.8% 1.4%
2010 3.0% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Italy
  3. Luxembourg
  4. Norway
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date07/05/2010
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU0435115133
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

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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).