Winton Diversified UCITS I2 GBP

Ranked 14 out of 42 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to seek to achieve long term investment growth. To achieve its objective, the Fund invests in a diversified portfolio of financial contracts (derivatives) that provide a return linked to the performance of certain share indices, tradeable debt (bonds), interest rates and currencies. The use of derivatives also allows the Fund to benefit from the decline in the value of such assets (short positions). The Fund also invests in products known as structured financial instruments, a form of investment that provides a return linked to the performance of certain commodity markets.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2018 - 30/04/2019
  • Rank 14/42 Total Return
  • Rank 20/42 Standard Deviation
  • Rank 9/42 Max Drawdown
Fund Name Currency Return
12 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

1.0%

13 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

0.2%

14 Winton Diversified UCITS I2 GBP GBP

0.2%

15 BSF Total Advantage Fund D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

16 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

Fund Name Currency Risk
18 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

19 Quoniam Funds Selion Altern Risk Premia GBP HG IA

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0

20 Winton Diversified UCITS I2 GBP GBP

5.0

21 GAM Star Flexible Global Portfolio GBP Acc GBP

5.1

22 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.2

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.1%
2018 -1.2% -1.7% 1.9% 0.8% -2.1%
2017 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date03/07/2017
  • Share Class size82Mn
  • Base currencyGBP
  • ISIN IE00BYWTZ296

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • 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).