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H2O Moderato R(C)

Ranked 4 out of 37 in - Global Macro over 36 months
All calculations are in EUR unless stated

Managed by

Vincent Chailley

Objective

The fund seeks to outperform its benchmark index. The portfolio management team implements strategic and tactical positions as well as arbitrages on all international interest rate, equity and currency markets The investment strategy is focused on absolute performance, combining strategic and tactical positions and arbitrages on all international interest rate, equity and currency markets.

Showing fund performance in Singapore View performance globally

Performance

Global Macro over : 31/10/2015 - 31/10/2018
  • Rank 4/37 Total Return
  • Rank 34/37 Standard Deviation
  • Rank 23/37 Max Drawdown
Fund Name Currency Return
2 H2O MultiStrategies R(C) EUR

34.5%

3 H2O Vivace R(C) EUR

30.6%

4 H2O Moderato R(C) EUR

15.2%

5 Vates Parade A EUR

15.0%

6 H2O Adagio R C EUR

9.6%

Fund Name Currency Risk
32 IPM Systematic Macro UCITS B EUR EUR

11.5

33 Vates Parade A EUR

13.0

34 H2O Moderato R(C) EUR

13.5

35 H2O Allegro R(C) EUR

19.8

36 H2O Vivace R(C) EUR

29.7

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.5% -1.3% -0.6%
2017 8.9% 2.4% 4.6% 1.7% 0.1%
2016 4.2% -4.8% -5.2% 4.4% 10.5%
2015 14.7% 8.0% -3.4% 8.2% 1.7%
2014 6.6% 4.4% 0.3% 3.7% -1.9%
2013 8.9% -1.5% 4.1% 2.2% 3.8%
2012 17.0% 6.6% -3.4% 7.4% 5.8%
2011 -10.3% 1.1% -2.5% -7.8% -1.3%
2010 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date23/08/2010
  • Share Class size1,296Mn
  • Base currencyEUR
  • ISIN FR0010923367

Purchase Info

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

Charges

  • Annual management1.20%

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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).