FAB Growth Allocation Fund

Ranked 9 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Managed by

Gerardo Amo

As head of discretionary portfolio management, Gerardo Amo is tasked with creating a global discretionary portfolio management business within FAB Investment Management. He is also a voting member of the FAB investment committee. Before joining FAB, he worked as a consulting partners for family offices and pension funds for two years. He holds an MSc in econometrics and a PhD in econometrics and statistics.

Objective

The investment purpose of the Fund is to provide long-term total returns consistent with a higher risk profile, through direct investments and the selection of Investment Managers investing across a range of asset classes including, but not limited to, equities, fixed income, real estate, money market, commodities and alternative strategies world-wide. The Fund's allocation flexibility and opportunities across various asset classes allow for performance potential in different market conditions. The Fund will operate on a fund of funds basis and may also access markets directly if it is believed that this would be more efficient and will allocate money to a range of investment managers who, in the opinion of the Manager, have the ability to deliver investment returns consistent with the objectives of the Fund.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -1.9% -4.5% 5.7% 4.2% -6.7%
2017 4.7% 3.6% -1.5% -0.4% 3.0%
2016 21.8% -0.4% 8.5% 6.1% 6.3%
2015 3.9% 7.5% -5.3% -6.4% 9.0%
2014 5.7% 1.3% 0.7% 3.2% 0.5%
2013 -0.5% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Arab Emirates
  4. United Kingdom

Fund Info

  • Launch date29/05/2013
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN IE00B9B4GQ15

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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