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ACPI Balanced UCITS R GBP

Ranked 59 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Marcus Szemruk

Marcus Szemruk joined ACPI in 2005 initially as a member of the Multi-Manager team researching external hedge fund strategies with a generalist background and therefore covering equity long/short, credit long/short, event driven and global macro strategies. Since 2008 he has been additionally responsible for all external long-only manager research, covering both equities and fixed income and has been the portfolio manager of the ACPI Balanced UCITS Fund since December 2008. Marcus also formulates the internal asset allocation framework as it pertains to the ACPI Balanced UCITS Fund. Marcus also interacts closely with ACPI’s CIO and private wealth management unit liaising on all long-only external manager allocations and Chairs the quarterly long-only external manager committee. Marcus’s previous roles include working at a London-based fund of hedge funds as a generalist analyst, and before that he was an analyst on the buy-side of the European equities team at Phillips & Drew, UBS Global Asset Management. Marcus holds a Bachelor of Science degree in Banking and Finance from Loughborough University and holds the Securities Institute Certificate in Investment Management (CertIM).

Objective

To outperform the USD Libor 1 year Index by 300 basis points per annum. The Fund will operate principally as a fund of funds and will invest predominantly in UCITS and non-UCITS open ended collective investment schemes in order to gain exposure to global equities and fixed income securities (including government and/or corporate bonds which may have fixed or floating rates of interest, 90% of which will have a credit rating of investment grade or higher by S&P's, Moody's Investors Service or Fitch Ratings Ltd) listed or traded on a Recognised Exchange.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 31/05/2018 - 31/05/2019
  • Rank 59/62 Total Return
  • Rank 57/62 Standard Deviation
  • Rank 58/62 Max Drawdown
Fund Name Currency Risk
55 Templeton Global Balanced A (Qdis) USD GBP

9.1

56 Templeton Global Income A (acc) USD GBP

9.4

57 ACPI Balanced UCITS R GBP GBP

9.4

58 RBC Funds (Lux) Balanced Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

9.5

59 Nedgroup IF Global Flexible A USD Acc GBP

11.2

Fund Name Currency Loss
56 AQR Style Premia UCITS F GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.7%

57 Ashmore SV Emerging Mkts Multi-Asset I GBP Cap GBP

-9.1%

58 ACPI Balanced UCITS R GBP GBP

-9.2%

59 Ocean Dial Composite India A USD GBP

-10.3%

60 Newscape Capital Newport Core B USD Acc GBP

-10.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -10.5% -2.0% -0.5% 0.3% -8.4%
2017 14.7% 5.8% 3.6% 2.0% 2.6%
2016 3.3% 1.0% 0.2% 3.0% -0.9%
2015 -1.4% 1.2% 0.3% -5.7% 2.9%
2014 2.9% 0.5% 2.3% -1.5% 1.6%
2013 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date26/09/2013
  • Share Class size161Mn
  • Base currencyGBP
  • ISIN IE00BKXGWB90

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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