GAM Star Target Return USD Inst Acc

Ranked 15 out of 25 in - Conservative USD over 12 months
All calculations are in GBP unless stated

Managed by

Larry Hatheway

Objective

The investment objective of the Fund is to achieve long term growth and capital appreciation via a flexible asset allocation, using a conservative approach. The Fund seeks to achieve this by gaining exposure, either directly or indirectly through the use of collective investment schemes and derivatives, to a range of asset classes including equities, fixed income securities (including other debt securities), currencies, commodities and property. The Fund will not invest directly in property or commodities. There are no specific constraints on the asset classes, sectors or country weightings that must be observed.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -1.1%
2018 6.0% -3.5% 6.4% 1.7% 1.5%
2017 -3.9% -0.1% -2.8% -1.7% 0.7%
2016 5.8% 2.3% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date31/03/2016
  • Share Class size32Mn
  • Base currencyUSD
  • ISIN IE00BYMFRG58

Purchase Info

  • Min. initial investment20Mn
  • Min. regular additional investment0

Charges

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