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Fort Global UCITS Contrarian B EUR

Ranked 22 out of 50 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Yves Balcer

Yves Balcer is a co-founder of FORT Investment Llc. Prior to FORT, he was a senior manager of investment at the World Bank. During his tenure at the World Bank, Yves served, at various times, as senior manager for the North American, European, and Asian portfolios, where he managed teams of professional traders overseeing over $20 billion in fixed income assets. Yves holds a PhD in economics and finance from the Massachusetts Institute of Technology, a PhD in operations research and a MS in statistics from Stanford University, and a MS in mathematics from the Université de Montréal in Canada. Yves was a professor of economics at the University of Wisconsin and has authored more than twenty-five articles on finance and economics published in professional journals.

Sanjiv Kumar

Sanjiv Kumar is a co-founder of FORT Investment Llc. Prior to launching FORT in 1993, he served as a senior manager of investment at the World Bank. During his tenure at the World Bank, Sanjiv managed large fixed income portfolios in all the major currencies. At the time of his departure, he was responsible for investing $10 billion in US and Canadian dollar securities. Prior to joining the World Bank, Sanjiv was vice president of Free Market Inc., a Chicago-based economic and financial advisory firm for institutional money managers. Sanjiv holds a PhD in economics from the University of Chicago and a BA in mathematics from the University of Delhi in India.

Objective

The investment objective of the Fund is to provide absolute rates of return and reduced volatility of returns over the medium to long term. The Fund intends to achieve its investment objective by investing margin primarily in listed futures in order to gain exposure to short-term interest rates, bonds, currencies, and equity indices.

Showing fund performance in Portugal View performance globally

Performance

Managed Futures over : 31/05/2017 - 31/05/2018
  • Rank 22/50 Total Return
  • Rank 22/50 Standard Deviation
  • Rank 7/50 Max Drawdown
Fund Name Currency Return
20 Indosuez Funds Navigator G Cap EUR

-1.4%

21 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

22 Fort Global UCITS Contrarian B EUR EUR

-2.3%

23 FundLogic Quantica Managed Futures UCITS B1 EUR EUR

-2.7%

24 Accura - AF1 A EUR

-3.2%

Fund Name Currency Risk
20 Lyxor/WNT Fund EB EUR EUR

7.4

21 MLIS ML WNT Diversified Futures UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

7.7

22 Fort Global UCITS Contrarian B EUR EUR

7.8

23 AQR Managed Futures UCITS B Acc EUR EUR

7.9

24 Goldman Sachs Alternative Trend Pf OCS Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

8.3

Fund Name Currency Loss
5 Ellipsis Euro Dividend Fund I EUR

-3.1%

6 HSBC Sector Rotation EUR

-3.7%

7 Fort Global UCITS Contrarian B EUR EUR

-3.9%

8 LFPartners Inv Funds-Global Strategy A EUR EUR

-4.4%

8 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4%
2017 6.3% 3.1% -1.4% 1.1% 3.5%
2016 2.4% 0.9% 5.3% 1.9% -5.4%
2015 -0.8% 3.5% -3.0% 1.3% -2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date14/11/2014
  • Share Class size109Mn
  • Base currencyEUR
  • ISIN IE00BCZRQT02

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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