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H2O Allegro R(C)

Ranked 1 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

Loïc Cadiou

Rugby fan Loïc Cadiou has been a fund manager for more than 12 years, and has a seven year career history as an economist. He graduated from Paris’ Ecole Nationale de la Statistique et de l’Administration Economique (ENSAE) in 1992 having studied economics, econometrics & statistics. The practical experience Cadiou gained as an economist no doubt proved invaluable when he decided to make the leap into the fund management fray. The first fund management position that Cadiou held was at CPR - although his stay at the asset management firm was brief. In 2002 he joined Credit Agricole (now Amundi) as a manager of bond funds before moving to H2O Asset Management in 2011. The Tunisian-born manager adopts an active management approach to investing.

Objective

The fund aims to outperfrom the its benchmark index, using a strategy that will establish strategic and tactical positions aswell as abitrage across interest rate and foreign exchange markets. The fund may be exposed to fixed income (sovereign debt, investment grade credit, high yield) and currency markets.

Showing fund performance in Malta View performance globally

Performance

Global Macro over : 30/09/2017 - 30/09/2018
  • Rank 1/48 Total Return
  • Rank 46/48 Standard Deviation
  • Rank 41/48 Max Drawdown
Fund Name Currency Return
1 H2O Allegro R(C) EUR

26.2%

2 Vivace 66 I EUR

6.1%

3 Vates Parade A EUR

5.7%

4 H2O Adagio R C EUR

5.5%

5 H2O Euroaggregate R EUR

4.0%

Fund Name Currency Risk
44 Vivace 66 I EUR

13.9

45 H2O Moderato R C EUR

18.3

46 H2O Allegro R(C) EUR

27.3

47 H2O Vivace R(C) EUR

39.3

48 H2O MultiStrategies R(C) EUR

39.4

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 13.5% 6.4% 0.5%
2017 19.2% 0.3% 8.7% 5.2% 3.9%
2016 8.1% -5.3% -3.9% 3.2% 15.3%
2015 25.3% 11.6% -9.1% 20.3% 2.8%
2014 12.9% 6.5% -0.2% 8.8% -2.4%
2013 20.2% 1.9% 10.3% 0.8% 6.2%
2012 38.1% 10.1% -3.7% 14.9% 13.5%
2011 -4.7% -9.0% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date16/03/2011
  • Share Class size465Mn
  • Base currencyEUR
  • ISIN FR0011015460

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0.0001

Charges

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