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SSgA Flexible Asset Allocation Plus Fund B Cap

Classé 9 sur 34 en - Absolute Return EUR sur 12 mois
All calculations are in EUR unless stated

Géré par

Frédéric Dodard

Frédéric Dodard is a managing director and head of the Investment Solutions Group at SSgA. He joined the group in 1998 as a portfolio manager in quantitative equity strategies. Frédéric started his career as a private banking portfolio management assistant at UBS Ltd, in London. He then worked at Société Générale at Paris La Defense, on the Listed Equity Options and Futures Desk, where he developed and marketed investment strategies on derivatives instruments. A graduate of the EDHEC Business School in 1996, he holds a post-graduate diploma in Capital Markets, Commodity Markets and Risk Management from the University Paris IX Dauphine. Frédéric has held the Chartered Financial Analyst designation since 2001 and has been a Financial Risk Manager recognised by the Global Association of Risk Professionals since 2003. He has more than 15 years of financial industry experience.

Objectif

The fund seeks to provide an investment return in excess of the performance of the one month EURIBOR rate by approximately 4% per annum over a five-year investment timeframe. the Sub-fund invests in a broad range of asset classes, including equities, bonds, cash and commodities using a proprietary tactical asset allocation strategy, described below, in order to build a portfolio that seeks to generate positive performance during a market cycle regardless of the underlying market trends. The exposure to commodities may only be gained through the investment in index future contracts on commodities.

Performance

Absolute Return EUR sur : 30/11/2016 - 30/11/2017
  • Classement 9/34 Rendement total
  • Classement 24/34 Ecart-type
  • Classement 14/34 Perte maximale

Rendement total

Performance trimestrielle

au 29/09/2017 Annuel T1 T2 T3 T4
2017 3,1% 0,1% 2,1%
2016 1,7% -1,8% -0,2% 1,5% 2,2%
2015 -2,0% 1,7% -2,8% -2,9% 2,0%
2014 5,4% 0,3% 3,1% 2,0% 0,0%
2013 4,0%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France
  2. Luxembourg
  3. Suisse

Information sur le fonds

  • Date de lancement20/08/2013
  • Taille de la share class64Mn
  • Devise de baseEUR
  • Code ISIN LU1112178238

Information pour achat

  • Minimum investissement de départ100 000
  • Montant minimum de versements périodiques5 000

Frais

  • Gestion annuelle0,00%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).