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H2O Euroaggregate R

Ranked 7 out of 39 in - Global Macro over 36 months
All calculations are in EUR unless stated

Managed by

Juliette Pianko

Objective

The fund aims to outperform the EONIA. To achieve the objective, 3 strategies will be implemented on bond and currency markets: volatility arbitrage strategy, global macro strategy and active cash management strategy.

Showing fund performance in Singapore View performance globally

Performance

Global Macro over : 30/06/2015 - 30/06/2018
  • Rank 7/39 Total Return
  • Rank 15/39 Standard Deviation
  • Rank 1/39 Max Drawdown
Fund Name Currency Return
5 Vivace 66 I EUR

23.7%

6 H2O Adagio R C EUR

17.7%

7 H2O Euroaggregate R EUR

17.2%

8 Vates Parade A EUR

17.2%

9 Ouessant A

Currency exposure is hedged

Currency exposure is hedged

EUR

14.0%

Fund Name Currency Loss
1 H2O Euroaggregate R EUR

-2.7%

2 H2O Adagio R C EUR

-3.1%

3 Bellevue F (Lux) BB Global Macro B EUR EUR

-3.1%

4 Attitude Opportunities, FI EUR

-3.5%

5 Maral Macro, FI EUR

-3.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.5% 0.7%
2017 4.3% -0.2% 2.1% 1.3% 1.0%
2016 1.9% -0.4% -0.2% 0.6% 2.0%
2015 5.8% 2.3% -3.3% 5.8% 1.0%
2014 1.7% 0.3% -0.3% 1.5% 0.2%
2013 3.3% 0.8% 2.1% -0.3% 0.6%
2012 1.8% 1.0% 0.8% -0.5% 0.5%
2011 2.8% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date15/04/2011
  • Share Class size25Mn
  • Base currencyEUR
  • ISIN FR0011007418

Purchase Info

  • Min. initial investment0.0001
  • Min. regular additional investment0.0001

Charges

  • Annual management0.50%

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