Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

GAM Star Defensive Inst GBP Acc

Ranked 114 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Charles Hepworth

Charles Hepworth works at GAM Holding AG where he runs mixed asset and equity strategies. Before joining GAM in 2012, he worked at Quilter Cheviot for 18 years, at Albert E Sharp for two years (1992-1994) and at SG Warburg for one year. The GAM Star Growth fund under his management is a multi-asset strategy so it seeks investments in all assets classes, other funds and in all capitalisation sectors. Charles holds a bachelor of science in biotechnology from Leeds University. He is also a CAIA charterholder, CFA and CISI.

James McDaid

James McDaid is an investment manager and a member of the Multi Asset Class Solutions (MACS) Investment Team at GAM. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was an investment manager at Quilter Cheviot, managing private client portfolios and client relationships. He started at Quilter as an assistant fund manager in 2001, focusing on Asia-Pacific and Japanese equity markets. He began his career as a dealer at TD Waterhouse Investor Services. James McDaid is a CFA and CAIA charterholder, a Chartered Wealth Manager and holds a BA in Accountancy and Finance.


The investment objective of the Fund is to seek to achieve long term capital growth. The Fund aims to achieve this investment objective primarily through investment in open-ended collective investment schemes which provide exposure to equities, Fixed Income Securities, property, commodities and currencies. The Fund will gain exposure of a minimum of 45% of its net assets to Money Market Instruments and collective investment schemes which invest in Fixed Income Securities. Investment by the Fund in equity long only funds will range from 0%-35% of its net assets. The Fund will not invest directly in property or commodities

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -5.1% -2.2% 1.2% -0.7% -3.5%
2017 7.6% 2.9% 1.5% 1.2% 1.8%
2016 6.5% -1.3% 2.6% 4.7% 0.5%
2015 2.2% 4.5% -1.4% -3.2% 2.5%
2014 2.9% 1.0% 0.8% -0.1% 1.1%
2013 4.7% 2.9% -2.7% 2.0% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date21/11/2012
  • Base currencyGBP
  • ISIN IE00B7Y9BK82

Purchase Info

  • Min. initial investment12Mn
  • Min. regular additional investment0


  • Annual management0.85%
  • Initial investment5.00%

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