Alder CALM Eurozone Equity A EUR

Ranked 5 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Objective

The CALM Eurozone Equity Program is a fully systematic investment strategy that invests in the EURO STOXX 50 Index. The investment strategy is designed to target and manage the volality of the Fund within a defined range around a target of 8% standard deviaon of daily returns per annum.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.8%
2018 -7.9% -3.9% 1.9% 0.1% -6.0%
2017 8.2% 4.0% 2.6% 2.8% -1.4%
2016 13.0% 3.5% 1.8% 4.9% 2.2%
2015 -2.3% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date27/05/2015
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN IE00BYV0Y045

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management0.50%
  • 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).