Register to get unlimited access to our investor forum and all editorial content, including our e-zine and weekly email. Registration is free and only takes a minute.

Kairos International Sicav - Pentagon Y

Ranked 1 out of 57 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Paolo Bosani

Objective

The Sub-Fund is a flexible fund and aims to achieve capital appreciation in the medium to long term (3-5 years) by investing in liquid assets mainly expressed in US Dollar. In particular, the Sub-Fund will invest up to 40% of its net assets in equities traded in the US markets/exchanges, either via direct investment in securities and ETFs or via derivative instruments. The portfolio may also be invested in the US Real Estate market as well as gain exposure on oil and gold commodity markets.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced EUR over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% 2.5% 2.8%
2017 4.5% 0.7% 0.1% 0.9% 2.7%
2016 -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date27/07/2016
  • Share Class size18Mn
  • Base currencyEUR
  • ISIN LU1135138706

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • 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).