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Halley SICAV-Alinea Global A EUR

Ranked 46 out of 50 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

Beatriz Camacho

Beatriz Camacho is works a fund manageer at MCH Investments Strategies since April 2016. She is in charge of fixed income securities selection and advisory of Alinea Global. Beatriz worked in Aviva in several periods during 11 years. She was cash-flow matching and warranty pension funds responsible in Aviva Spain with 5,500 mill euros under management and CIO in Aviva Asset Managment. She also managed credit funds in Beta Capital. She holds a degree in Business Administration at University Carlos III University. Master in Financial Analysis (Carlos III de Madrid) and Master in Quantitative Finance (AFI).

Julián Coca

Julián Coca Simon is a fund manager at MCH Investment Strategies based in Madrid, where he manages the Alinea Global Fund using a macro investment style. Previously Julián was a portfolio manager at Inversis Gestion, and he graduated from the Colegio Universitario de Estudios Financieros with a degree in Administration and Business Management. Outside of work Julián lists golf, shooting, tennis, football, reading and history among his interests.

Álvaro Sanmartín

Born in Madrid, Álvaro Sanmartín Antelo has over 15 years of experience in the finance industry. He is a partner and portfolio manager at MCH Investment Strategies where he has worked since 2013 having joined from Equilibria Investments. He currently manages the Alinea Global Fund using a macro investment style. A CFA Charterholder, Álvaro graduated from the Colegio Universitario de Estudios Finacieros with a degree in Economics. Outside of work he enjoys tennis, football, reading and the theatre.

Objective

The Sub-Fund seeks to achieve medium to long-term capital appreciation through a dynamic allocation between the eligible financial assets, the economic sectors and the geographical areas. The Sub-Fund intends to achieve its objective mainly by the active management of a global portfolio of diversified eligible financial assets across a wide range of asset classes (more particularly equity and debt securities) in varying proportions over time. No more than 60% of the net assets of the Sub-Fund will be invested in equities and equity-related securities. The remainder may be invested in debt securities and/or in money market instruments.

Showing fund performance in Malta View performance globally

Performance

Global Macro over : 30/06/2017 - 30/06/2018
  • Rank 46/50 Total Return
  • Rank 37/50 Standard Deviation
  • Rank 33/50 Max Drawdown
Fund Name Currency Risk
35 Ouessant A

Currency exposure is hedged

Currency exposure is hedged

EUR

7.2

36 IPM Systematic Macro UCITS B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.5

37 Halley SICAV-Alinea Global A EUR EUR

7.8

38 Algebris Macro Credit B EUR Acc EUR

7.8

39 OFP 400 B EUR

8.1

Fund Name Currency Loss
31 Amundi Fds Global Macro Bds & Currencies - AE (C) EUR

-6.8%

31 Amundi Global Macro Multi-Asset - I (C) EUR

-6.8%

33 Halley SICAV-Alinea Global A EUR EUR

-6.8%

34 Ouessant A

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.8%

35 AZ Fund 1 Macro Volatility A AZ FUND Acc EUR

-7.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% -2.8%
2017 -5.2% 0.8% -2.1% -1.0% -2.9%
2016 -2.4% -7.3% -6.7% 3.7% 8.8%
2015 2.2% 4.4% 1.8% -6.9% 3.1%
2014 6.5% 1.4% 1.4% 4.6% -1.0%
2013 -1.2% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date04/04/2013
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN LU0908524779

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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