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UNI-Global - Cross Asset Navigator RAH GBP

Ranked 6 out of 27 in - Multi Strategy over 36 months
All calculations are in GBP unless stated

Managed by

Olivier Blin

Olivier Blin, director, is an investment manager within the Cross Assets Solutions team at Unigestion. He joined Unigestion in September 2014. Olivier began his career in 2006 in the Delegated Management department at the French Reserve Fund. In 2010, he joined Lombard Odier Investment Managers as a portfolio manager focusing on asset allocation. Olivier holds a master’s degree in Financial Engineering from University of Caen in France.

Olivier Marciot

Olivier Marciot is an investment manager and senior vice president in the Cross Asset Solutions team at Unigestion. He joined the firm in 2006. Marciot began his career at Capital International S.A in Geneva within the Asia Pacific clients’ team. He then joined Unigestion in the multi-management department, involved in asset allocation and fund selection, as well as proprietary trading and fund of fund management. Marciot holds a bachelor’s degree with a double major in economics and finance from Old Dominion University in Norfolk, VA, US.

Guilhem Savry

Guilhem Savry, director at Unigestion, is investment manager within the Cross Assets Solutions team and a member of the CAS Investment Committee. He joined Unigestion in September 2014. Guilhem began his career in 2001 at CDC Ixis as a eurozone economist. In 2004, he joined Natixis where he was a trader involved in money markets and interest rate swaps. In 2006, he became responsible for collateralised funding at the same company. He worked for Lombard Odier Investment Managers from 2010 to 2014, where he was senior portfolio manager and ran several institutional mandates and funds. Guilhem holds a master’s degree in Economics and Finance and a master's in Econometrics from the University of Paris-Sorbonne. He also taught at the University of Angers.

Jérôme Teiletche

Born in France and now based in Geneva, Jérôme Teiletche is head of cross asset solutions at Unigestion. He joined the group in 2014 from Lombard Odier Investment Managers where he was head of systematic strategies. Teiletche joined Lombard Odier in 2008, having previously worked as a Senior Quantitative Analyst at both Natixis CIB and Société Générale Alternative Investments. He was educated at the University of Bordeaux and enjoys rugby, music and skiing outside of work.

Objective

The sub-fund invests in a diversified mix of asset classes at a global level without being restricted to any particular sector, currency or market, while seeking to control the overall portfolio's exposure to market risk, in order to deliver the best absolute return to risk ratio. The sub-fund shall use a risk-based asset allocation method that aims to allocate to risk premia according to their estimated risk.The higher the estimated risk for a risk premium, the lower the weighting of that premium in the portfolio and vice-versa.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/11/2015 - 30/11/2018
  • Rank 6/27 Total Return
  • Rank 11/27 Standard Deviation
  • Rank 7/27 Max Drawdown
Fund Name Currency Return
4 JPM Global Macro Opportunities A Net Acc GBP

10.2%

5 Artemis Strategic Assets R Acc GBP

9.6%

6 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

7 Insight Global Absolute Return Inst W Acc GBP

7.0%

8 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6%

Fund Name Currency Risk
9 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

10 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

11 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

12 Aviva Investors Multi-Strategy Target Income 1 GBP

3.8

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

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

Fund Name Currency Loss
5 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

6 AmundiSICAVII Abs Return Multi-Strategy R H GBP ND

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

7 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

8 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

9 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-4.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.7% -1.7% 0.8%
2017 9.1% 2.2% 1.3% 2.1% 3.2%
2016 3.9% 1.9% 1.4% 0.2% 0.4%
2015 -2.1% 4.5% -2.4% -3.6% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. United Kingdom

Fund Info

  • Launch date15/12/2014
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN LU1132139731
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%

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