Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

PIMCO GIS TRENDS Mgd Fut Strat E GBP Hdg Inc

Ranked 11 out of 17 in - Managed Futures over 12 months
All calculations are in GBP unless stated

Objective

e The investment objective of the fund is to seek positive, risk adjusted returns, consistent with prudent investment management. The investment strategy for the fund involves looking for price trends across global liquid futures and other derivative markets and attempting to profit from the price trends of securities and derivatives observed by the investment advisor. The investment advisor monitors a universe of global futures and derivatives markets where a price trend might occur and takes positions in these markets based on the strength and persistence of the price trend measured using quantitative factors including volatility data and historic price averages.

Showing fund performance in United Kingdom View performance globally

Performance

Managed Futures over : 31/12/2016 - 31/12/2017
  • Rank 11/17 Total Return
  • Rank 5/17 Standard Deviation
  • Rank 4/17 Max Drawdown
Fund Name Currency Return
9 MLIS ML WNT Diversified Futures UCITS GBP Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0%

10 MS Long Term Trends B UCITS GBP Acc GBP

4.1%

11 PIMCO GIS TRENDS Mgd Fut Strat E GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.6%

12 AQR Managed Futures UCITS C Acc GBP GBP

1.4%

13 GAM Star Keynes Quantitative Strategies GBP Acc GBP

0.0%

Fund Name Currency Risk
3 Lyxor/WNT Fund I GBP GBP

4.9

4 MLIS ML WNT Diversified Futures UCITS GBP Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

5 PIMCO GIS TRENDS Mgd Fut Strat E GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

6 SEB 1 Asset Selection C (H-GBP) GBP

5.6

7 MS Long Term Trends B UCITS GBP Acc GBP

6.3

Fund Name Currency Loss
2 Goldman Sachs Alternative Trend Pf R GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

3 MLIS ML WNT Diversified Futures UCITS GBP Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

4 PIMCO GIS TRENDS Mgd Fut Strat E GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.2%

5 SEB 1 Asset Selection C (H-GBP) GBP

-2.3%

6 DB Platinum IV Systematic Alpha I1C-G GBP

-2.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.6% 0.2% -0.6% 1.8% 2.2%
2016 4.4% 6.7% -1.9% -0.7% 0.5%
2015 0.7% -7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/06/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BWX5WP44
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management2.50%

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