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HSBC Sector Rotation

Ranked 18 out of 50 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Babak Kiani

Objective

The fund invests in the sectors of the European equity market by definition of the STOXX indices. As a result, no direct individual value risks are included in the portfolio. Investments in the individual sectors are usually made via sector-index derivatives traded on exchanges, typically sector index futures. The investment decisions are strictly rule-based and are generated on the basis of a so-called proprietary model.

Showing fund performance in Ireland View performance globally

Performance

Managed Futures over : 31/05/2017 - 31/05/2018
  • Rank 18/50 Total Return
  • Rank 14/50 Standard Deviation
  • Rank 6/50 Max Drawdown
Fund Name Currency Return
16 Akragas UCITS-SICAV - Demetra Fund (EUR) A

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

17 GAM Star Keynes Quantitative Strategies EUR Acc EUR

-0.2%

18 HSBC Sector Rotation EUR

-0.3%

19 D&R Global TAA EUR

-0.6%

20 Indosuez Funds Navigator G Cap EUR

-1.4%

Fund Name Currency Loss
4 Man AHL TargetRisk D H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

5 Ellipsis Euro Dividend Fund I EUR

-3.1%

6 HSBC Sector Rotation EUR

-3.7%

7 Fort Global UCITS Contrarian B EUR EUR

-3.9%

8 LFPartners Inv Funds-Global Strategy A EUR EUR

-4.4%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 10.5% 5.3% 1.4% 1.0% 2.5%
2016 3.7% -0.6% -0.8% 1.1% 4.1%
2015 7.4% 16.7% -3.2% -4.3% -0.7%
2014 -0.5% 0.1% 2.2% -0.9% -1.9%
2013 6.6% 4.8% -2.1% 2.7% 1.1%
2012 8.0% 5.5% -2.4% 2.2% 2.6%
2011 -5.9% -0.2% 0.1% -3.9% -2.0%
2010 1.7% -0.2% -5.0% 1.4% 5.8%
2009 18.9% -1.7% 9.4% 8.1% 2.3%
2008 -37.3% -14.0% -2.2% -12.1% -15.2%
2007 -4.7% 3.5% 5.1% -5.8% -7.0%
2006 17.5% 18.7% -9.2% 3.5% 5.2%
2005 33.9% 4.4% 8.6% 13.9% 3.7%
2004 10.1% 5.6% 5.1% -5.1% 4.5%
2003 42.7% -6.7% 23.8% 10.4% 11.8%
2002 -28.0% 3.2% -11.9% -24.6% 5.1%
2001 -7.2% -3.7% 6.1% -17.6% 10.3%
2000 16.0% 8.2% 0.1% 13.1% -5.3%
1999 5.1% -1.5% 3.7% -2.2% 5.2%
1998 12.1% 20.9% 9.5% -19.7% 5.4%
1997 21.4% 17.5% 11.8% -1.5% -6.2%
1996 11.8% 1.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date01/02/1996
  • Share Class size18Mn
  • Base currencyEUR
  • ISIN DE0009756825

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment5

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