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GAM Star (Lux) - Emerging Alpha I GBP

Ranked 5 out of 6 in - Emerging Market Equity Including Asia over 12 months
All calculations are in GBP 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 United Kingdom View performance globally

Performance

Emerging Market Equity Including Asia over : 30/11/2016 - 30/11/2017
  • Rank 5/6 Total Return
  • Rank 1/6 Standard Deviation
  • Rank 1/6 Max Drawdown
Fund Name Currency Return
2 OAKS Emerging and Frontier Opportunities H GBP GBP

31.1%

3 Schroder ISF Asian Total Return GBP A Dis GBP

24.5%

4 Veritas China GBP B GBP

21.3%

5 GAM Star (Lux) - Emerging Alpha I GBP GBP

6.1%

6 BSF Emerging Markets Absolute Return D4RF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 2.7% 1.0%
2016 -7.3% -2.4% 0.1% -0.5% -4.6%
2015 -3.0% -3.3% -0.6% -0.8% 1.6%
2014 0.6% 4.3% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date22/01/2014
  • Base currencyGBP
  • ISIN LU0972239049

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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