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Generali IS Global Multi Asset Income D Cap EUR

Ranked 50 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Cédric Baron

Cédric Baron joined Generali Asset Management in 2016. Prior to this, Baron served as a multi-asset fund manager at Lyxor Asset Management. He also worked at Société Générale Asset Management as an equity and volatility fund manager. He graduated from the University of Paris-Dauphine with a degree in finance and outside of work, he enjoys judo, soccer, rugby, music and the theatre.

Objective

The Sub-fund seeks to achieve its objective by investing essentially in a flexible allocation to different assets classes including, but not limited to, equity, government bonds and corporate bonds, globally. The allocation between those asset classes is mostly determined on the basis of macroeconomic analyses, quantitative models and risk indicators.

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 0.4%
2018 -9.0% -4.6% 0.8% 0.7% -6.0%
2017 10.6% 2.0% 3.8% 1.8% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date20/12/2016
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN LU1357655627

Purchase Info

  • Min. initial investment100
  • 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).