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Diversified Growth Company- Horizonte A EUR

Ranked 32 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Angel Sanz

Objective

The fund invests in equities (funds, ETFs, or direct investments) in fixed income (funds, ETFs, or direct investments), absolute return (funds), currencies and cash. The fund has a global investment universe including emerging markets. The fund follows an opportunistic approach to invest in markets looking at valuation, momentum and market liquidity for the different asset classes and regional allocation.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.1%
2018 -4.7% -2.0% 0.8% 2.1% -5.4%
2017 9.3% 2.3% 3.5% 0.9% 2.2%
2016 18.7% 6.5% 5.1% 6.4% -0.3%
2015 -4.7% -4.4% -2.7% 0.2% 2.3%
2014 -2.6% -0.2% -2.0% -1.9% 1.5%
2013 9.5% 8.4% 1.0% -0.9% 0.9%
2012 -5.0% 1.9% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/03/2012
  • Share Class size42Mn
  • Base currencyUnits
  • ISIN LU0714639076

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment3.00%

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