ACPI Horizon UCITS USD

Ranked 421 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Marco Pabst

Marco Pabst holds an MBA from the Technical University in Dresden. He started his investment career in 1997 when he worked as an investment analyst at Sal Oppenheim. Between 1999 and 2005 he worked for UBS Warburg, Wiener Privatbank and also set up a private equity firm. In 2005 he joined ACPI as a portfolio manager where he currently runs the ACPI Global Equity Fund alongside Daniel Pasini.

Objective

The investment objective of the fund is to achieve above average investment returns over the business cycle with an acceptable level of risk. The fund invests in different asset classes, such as equities, bonds, currencies and other eligible funds.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.5%
2018 -1.1% -4.5% 7.9% 1.9% -5.9%
2017 -1.5% 2.1% -1.6% -2.6% 0.7%
2016 22.1% 0.0% 9.3% 6.3% 5.1%
2015 13.3% -1.6% 4.0%
2014 -9.6% -4.4% -0.6% 2.2% -6.9%
2013 32.7% 5.0% 1.9% 8.2% 14.6%
2012 11.3% 7.0% -8.2% 5.7% 7.1%
2011 -12.3% 0.9% -3.1% -12.8% 3.0%
2010 4.7% 8.7% -14.8% 5.6% 7.1%
2009 21.4% -9.4% 2.1% 25.1% 4.9%
2008 -16.5% -12.4% -4.0% -3.9% 3.3%
2007 -1.5% 0.7% 1.9% -3.7% -0.4%
2006 5.3% 4.5% -6.5% 5.4% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date01/06/2015
  • Share Class size31Mn
  • Base currencyUSD
  • ISIN IE00BKXGWD15

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).