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GAM Star (Lux) - Emerging Alpha D USD

Ranked 6 out of 10 in - Emerging Market Equity Including Asia over 12 months
All calculations are in USD unless stated

Objective

This is an equity long/ short, non-directional fund, with geographic focus on EMEA and LATAM markets. The fund's objective is to reduce market risk, while achieving absolute returns regardless of market conditions. The portfolio is built up completely on a bottom-up approach, with no specific limits in terms of sectors and a limit of a maximum 25% net exposure for a single country. The stocks are selected on the basis of fundamental analysis, with particular emphasis on the likelihood of earnings upgrades/downgrades.

Showing fund performance in South Africa View performance globally

Performance

Emerging Market Equity Including Asia over : 30/06/2017 - 30/06/2018
  • Rank 6/10 Total Return
  • Rank 1/10 Standard Deviation
  • Rank 2/10 Max Drawdown
Fund Name Currency Loss
1 Allianz Market Neutral Asian Equity - I - USD USD

-2.2%

2 GAM Star (Lux) - Emerging Alpha D USD USD

-2.6%

3 Veritas China USD A USD

-3.6%

4 MS Dalton Asia Pacific UCITS P Acc USD USD

-4.2%

5 OAKS Emerging and Frontier Opps C USD

Currency exposure is hedged

Currency exposure is hedged

USD

-7.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.4% -1.8%
2017 6.0% 1.0% 2.8% 1.2% 0.9%
2016 -7.3% -2.5% 0.0% -0.6% -4.4%
2015 -3.9% -3.4% -0.8% -1.1% 1.4%
2014 0.3% 3.9% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/02/2014
  • Share Class size42Mn
  • Base currencyUSD
  • ISIN LU0999660847

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).