Global Focused Strategies Fund D Acc Hedged USD

Institutional ISIN: LU1278887366

Price (USD)
9.9841
Daily change
None 0.00 (0.00%)
 
 
Change date
18/04/2019

Introduction

The fund aims to provide positive investment returns in all market conditions over the medium to long term through a discretionary multi-asset approach that integrates macro insights with fundamental security research. It invests actively within and between all major asset classes and across the capital structure of firms, exploiting medium term investment views drawn from a broad expert research platform. The fund targets a level of return over rolling three-year periods equivalent to cash plus seven and a half per-cent per year, gross of fees. Operating distinct idea generation, strategy selection and portfolio construction steps, the fund uses well established processes to target a particular level of positive return with a strong emphasis on risk awareness whatever the economic environment. The fund uses a combination of traditional securities and derivatives and can take long and short positions. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund will use derivatives extensively to reduce risk or cost, or to generate additional capital or income at low risk, or to meet its investment objective. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Risk and Reward Profile

Lower Risk

Typically lower rewards

Higher Risk

Typically higher rewards

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This indicator reflects the volatility of the fund's share price over the last five years, which in turn reflects the volatility of the underlying assets in which the fund invests. Historical data may not be a reliable indication for the future. Further information can be found in this fund's Key Investor Information Document.

Fund management

Alistair Veitch

Alistair Veitch

Alistair joined Standard Life Investments in January 2015 from Blackrock Investment Management, where as a member of the Asia Pacific equity team, he had responsibility for stock selection across all the markets and sectors in Asia Pacific ex Japan; he played an integral role in producing strong fund performance and substantial growth of assets under the team's management.Prior to this, Alistair worked in the Asia Pacific Equity Teams at both Edinburgh Fund Managers and Scottish Equitable, from 1993-1997 and from 1997-1998 respectively. He has a total of 23 total years of investment experience in the industry, with less than one year at Standard Life Investments.

David Sol

David Sol

David joined Standard Life Investments as Investment Director in 2010. He is responsible for conducting fundamental and relative value research of Covered Bonds and ABS investments including cash flow analysis and stress testing.David started his career in Lehman Brothers’ Principal Finance team where he worked on the acquisition and development of European lending businesses. He then worked on the structuring of securitisation transactions. David joined from a long-short credit hedge fund, where he was in charge of the credit analysis of European ABS Investments. David has a M.Sc. in Artificial Intelligence from the Vrije University of Amsterdam.

Jennifer Catlow

Jennifer Catlow

Jennifer is a portfolio manager for the Global Focused Strategies Fund and contributes towards idea generation for the absolute return portfolios. Jennifer is also a member of the weekly asset allocation meeting where the Global Tactical Asset Allocation, used for the management of the more traditional funds, is decided.

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
Sector performance
 1 month*6 months*1 year*3 years*5 years*
Fund performance
Sector performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

In depth

Investment objective

The fund aims to provide positive investment returns in all market conditions over the medium to long term through a discretionary multi-asset approach that integrates macro insights with fundamental security research. It invests actively within and between all major asset classes and across the capital structure of firms, exploiting medium term investment views drawn from a broad expert research platform. The fund targets a level of return over rolling three-year periods equivalent to cash plus seven and a half per-cent per year, gross of fees. Operating distinct idea generation, strategy selection and portfolio construction steps, the fund uses well established processes to target a particular level of positive return with a strong emphasis on risk awareness whatever the economic environment. The fund uses a combination of traditional securities and derivatives and can take long and short positions. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund will use derivatives extensively to reduce risk or cost, or to generate additional capital or income at low risk, or to meet its investment objective. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Key information

ManagersAlistair Veitch , David Sol , Jennifer Catlow
Launch date11 Dec 2013
Fund currencyEUR
Benchmark6 Month EURIBOR
Codes
ISIN:
LU1278887366
Bloomberg:
SLFSDHU LX
Citicode:
FWSH
Charges (%)
Annual management charge:
1.200
Risk and Reward5
Min value of holdings
Min holding:
€500,000
Min initial investment:
€1,000,000

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
Sector performance
 1 month*6 months*1 year*3 years*5 years*
Fund performance
Sector performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

Fund price detailsDownload
DatePrice

The value of an investment can fall as well as rise and is not guaranteed - you may get back less than you put in. Past performance is not a guide to future performance.

These historic unit prices are provided by FE, and are for information purposes only. Standard Life Investments is not responsible for the accuracy or completeness of information supplied by FE.

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