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Mirabaud Horizon

Ranked 55 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Cyril Lamotte

Cyril Lamotte is a Portfolio Manager & Analyst in the European equity research and portfolio management team within Mirabaud Asset Management. He currently manages the Mirabaud Horizon and Mirabaud Sérénité funds and has experience in the portfolio management industry since 1998. Prior to joining Mirabaud France SA in 2004, Mr Lamotte was fund and portfolio manager at ING - FERRI where he began his career. Lamotte holds a Master's degree in Finance from the University of Paris XII - Val-de-Marne.

Objective

The fund objective is to outperform its reference index the EONIA + 250 BPS sensually, over the recommended investment time horizon of 4 years. The financial management of the fund is both active and discretionary mainly based on the following three financial instruments: money market instruments, bonds, and equity. The fund’s investment universe is extended to all geographic regions (Europe, USA, Japan, Asia, emerging markets) and across all capitalization sizes.

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 -0.6%
2018 -5.7% -1.7% 0.6% 0.6% -5.2%
2017 8.8% 2.5% 3.0% 1.7% 1.3%
2016 18.9% 4.8% 6.0% 6.8% 0.2%
2015 1.1% -0.3% -1.8% 0.7% 2.5%
2014 -3.9% 1.7% -1.7% -3.4% -0.4%
2013 10.5% 6.0% 0.9% 1.1% 2.2%
2012 6.9% 5.5% -4.4% 1.6% 4.3%
2011 -11.2% 3.8% 0.5% -14.6% -0.4%
2010 3.1% 2.9% -9.8% 8.1% 2.7%
2009 5.7% -4.7% -1.9% 13.2% -0.2%
2008 10.2% 7.1% -0.8% -3.9% 7.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
EUR Cash 9.23%
OFI Precious Metals I 6.71%
Legg Mason WA Macro Opps Bd Pr EUR Acc Hdg 3.83%
Pictet TR - Agora-I EUR 3.73%
GemEquity I 3.69%
Eleva European Selection Fund I EUR 3.69%
Edmond de Rothschild Fund-Big Data I EUR 3.60%
Exane Funds 1 - Ceres A 3.59%
M&G (Lux) Global Floating Rate High Yield C-H Acc EUR 3.52%
H2O Fidelio Fund I EUR (Hedged) 3.39%
28/02/2019

Registered For Sale In

  1. France
  2. United Kingdom

Fund Info

  • Launch date27/12/2007
  • Share Class size40Mn
  • Base currencyUnits
  • ISIN FR0010549451

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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