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InRIS UCITS PLC-R CFM Diversified I GBP Hedged

Ranked 38 out of 39 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to achieve long-term capital appreciation through trading strategies that seek to have a return profile different from that of traditional asset classes such as stocks and bonds. In seeking to achieve the objective, the Fund will primarily trade financial derivative instruments to gain exposure to a diversified portfolio of global fixed income securities, global interest rates, global currencies, global equities, global stock indices and global credit. The Fund will therefore be significantly invested in financial derivative instruments for investment and hedging purposes at any one time.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/11/2017 - 30/11/2018
  • Rank 38/39 Total Return
  • Rank 34/39 Standard Deviation
  • Rank 38/39 Max Drawdown
Fund Name Currency Return
35 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.2%

36 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.2%

37 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.9%

38 InRIS UCITS PLC-R CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.5%

39 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-19.2%

Fund Name Currency Risk
32 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

5.8

33 Merian Style Premia Absolute Return F GBP H GBP

6.0

34 InRIS UCITS PLC-R CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.0

35 JPM Global Macro Opportunities A Net Acc GBP

6.5

36 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

7.0

Fund Name Currency Loss
35 Merian Style Premia Absolute Return F GBP H GBP

-8.8%

36 Odey Odyssey GBP I Inc GBP

-8.9%

37 Artemis Strategic Assets R Acc GBP

-10.4%

38 InRIS UCITS PLC-R CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-12.7%

39 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-19.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.5% -5.3% -2.5%
2017 7.3% 1.9% -2.0% 3.8% 3.6%
2016 1.9% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date03/05/2016
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN IE00BSPL3Q01
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment450,000
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • 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).