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TriStone UI AK I

Ranked 48 out of 50 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Objective

The fund invests in various assets. The aim of the fund is to filter market movement trends and benefit from the use of futures. The fund will use systematically and rule-based Eurex Futures. The fund invests up to 40% in German equities, 40% in German bonds and 20% in European equities. It can both buy (long) - as well sales (short) positions.The majority of the fund should be invested in the money market and risk-free bonds.

Showing fund performance in Ireland View performance globally

Performance

Managed Futures over : 31/05/2017 - 31/05/2018
  • Rank 48/50 Total Return
  • Rank 16/50 Standard Deviation
  • Rank 32/50 Max Drawdown
Fund Name Currency Risk
14 HSBC Sector Rotation EUR

5.8

15 AIF Managed Futures - Medea EUR

6.0

16 TriStone UI AK I EUR

6.4

17 Echiquier QME EUR

6.4

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

Currency exposure is hedged

Currency exposure is hedged

EUR

6.6

Fund Name Currency Loss
30 Allianz Multi Asset Long/Short - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.3%

31 Goldman Sachs Alternative Trend Pf OCS Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.3%

32 TriStone UI AK I EUR

-9.8%

33 FundLogic Quantica Managed Futures UCITS B1 EUR EUR

-9.9%

34 Montlake Dunn WMA Institutional UCITS Retail EUR EUR

-10.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1%
2017 -0.2% 3.4% -1.3% 0.5% -2.7%
2016 -8.7% 2.8% -4.4% -6.4% -0.7%
2015 -14.3% 3.7% -7.8% -2.6% -8.0%
2014 -0.4% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date22/04/2014
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN DE000A1XDWV2

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.23%
  • Initial investment0.225

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