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UNI-Global - Cross Asset Navigator RAH EUR

Ranked 6 out of 112 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Olivier Blin

Olivier Blin, director, is an investment manager within the Cross Assets Solutions team at Unigestion. He joined Unigestion in September 2014. Olivier began his career in 2006 in the Delegated Management department at the French Reserve Fund. In 2010, he joined Lombard Odier Investment Managers as a portfolio manager focusing on asset allocation. Olivier holds a master’s degree in Financial Engineering from University of Caen in France.

Guilhem Savry

Guilhem Savry, director at Unigestion, is investment manager within the Cross Assets Solutions team and a member of the CAS Investment Committee. He joined Unigestion in September 2014. Guilhem began his career in 2001 at CDC Ixis as a eurozone economist. In 2004, he joined Natixis where he was a trader involved in money markets and interest rate swaps. In 2006, he became responsible for collateralised funding at the same company. He worked for Lombard Odier Investment Managers from 2010 to 2014, where he was senior portfolio manager and ran several institutional mandates and funds. Guilhem holds a master’s degree in Economics and Finance and a master's in Econometrics from the University of Paris-Sorbonne. He also taught at the University of Angers.

Jérôme Teiletche

Born in France and now based in Geneva, Jérôme Teiletche is head of cross asset solutions at Unigestion. He joined the group in 2014 from Lombard Odier Investment Managers where he was head of systematic strategies. Teiletche joined Lombard Odier in 2008, having previously worked as a Senior Quantitative Analyst at both Natixis CIB and Société Générale Alternative Investments. He was educated at the University of Bordeaux and enjoys rugby, music and skiing outside of work.

Objective

The subfund shall mainly invest in equities, other capital stock, fixed or floating-rate debt securities issued or guaranteed by sovereign or nonsovereign issuers, money market instruments, derivative instruments, fund units and raw materials. The sub-fund may use derivative products in order to hedge currency risk and/or for efficient portfolio management purposes. The portfolio is managed on a discretionary basis without using a reference benchmark.

Showing fund performance in Portugal View performance globally

Performance

Multi Strategy over : 31/08/2017 - 31/08/2018
  • Rank 6/112 Total Return
  • Rank 28/112 Standard Deviation
  • Rank 14/112 Max Drawdown
Fund Name Currency Return
4 MPS Private Solution Multi Asset A EUR

5.2%

5 Kalahari, FI EUR

4.3%

6 UNI-Global - Cross Asset Navigator RAH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2%

7 JPM Global Macro Opportunities A Acc EUR EUR

3.9%

8 AZ Fund 1 Formula 1 - Absolute A AZ FUND Acc EUR

3.9%

Fund Name Currency Risk
26 LFIS Vision UCITS - Perspective Strategy IS acc EUR

2.7

27 Kapital Total Return AMI P EUR

2.8

28 UNI-Global - Cross Asset Navigator RAH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.9

29 SSF Liquid Alternative UCITS FoF Class I EUR EUR

3.0

29 Wellington Multi-Asset Absolute Ret EUR S Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.4% -2.0%
2017 8.3% 2.0% 1.1% 1.9% 3.0%
2016 3.0% 1.7% 1.2% 0.0% 0.2%
2015 -2.5% 4.4% -2.5% -3.7% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/12/2014
  • Share Class size70Mn
  • Base currencyEUR
  • ISIN LU1132139814
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%

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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).