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Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Ranked 29 out of 53 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Claudio Marsala

Claudio Marsala is a portfolio manager and director in the US Multi Asset team at Allianz Global Investors in New York City where he currently manages institutional mandates. Prior to joining the US team, he lead the quantitative team within the Italian Multi Asset department at Allianz Global Investors in Milan (formerly RAS Asset Management) focusing on systematic multi asset products. Claudio holds a degree in Economics and Financial Markets from the University of Pisa and a Master's in Quantitative Finance from the University of Turin. He has been a lecturer at the University of Milan for four years where he teaches Asset Allocation and Portfolio Management. He has published various articles in the fields of portfolio and risk management and he is co-author of the book "Ingegneria Finanziaria" (Financial Engineering) from Bocconi University.

Objective

Based on a flexible multi asset strategy, we invest directly or by using derivatives in a variety of different instruments such as equities, global participation certificates, global certificates and global bonds. These instruments may be related to a variety of different asset classes, such as real estate, commodities, currencies and/or precious metals. Sub-Fund assets may be invested directly or by using derivatives in Interest-bearing Securities, which at the time of acquisition are High-Yield Investments. Sub-Fund assets may be invested directly or by using derivatives in equities and bonds whose issuers have registered offices in Emerging Markets.

Showing fund performance in Ireland View performance globally

Performance

Managed Futures over : 31/08/2017 - 31/08/2018
  • Rank 29/53 Total Return
  • Rank 4/53 Standard Deviation
  • Rank 7/53 Max Drawdown
Fund Name Currency Return
27 MLIS ML WNT Diversified Futures UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

28 Accura - AF1 A EUR

-2.2%

29 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

30 Goldman Sachs Alternative Trend Pf OCS Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

31 Allianz Multi Asset Long/Short - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

Fund Name Currency Loss
5 Fort Global UCITS Contrarian B EUR EUR

-3.4%

6 HSBC Sector Rotation EUR

-3.7%

7 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

8 Ellipsis Euro Dividend Fund I EUR

-4.6%

9 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -0.8%
2017 4.3% 1.9% 0.5% 1.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date21/11/2016
  • Share Class size28Mn
  • Base currencyEUR
  • ISIN LU1481690474
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.59%
  • 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).