Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Tages Rotella Ucits A EUR

Ranked 26 out of 54 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Jagdeesh Prakasam

Objective

The investment objective of the Sub-Fund is to achieve long-term capital appreciation through consistent, risk-adjusted performance by gaining exposure to global exchange-traded futures, forwards and options markets on commodities (including agriculture, energy, metal and other commodities), Structured Financial Instruments (SFI) equities and equity indices, bonds, short-term interest rates and currencies. This will be achieved in accordance with investment strategy through the use of an array of sophisticated quantitative models.

Showing fund performance in Malta View performance globally

Performance

Managed Futures over : 30/09/2017 - 30/09/2018
  • Rank 26/54 Total Return
  • Rank 43/54 Standard Deviation
  • Rank 43/54 Max Drawdown
Fund Name Currency Return
24 GAM Star Keynes Quantitative Strategies EUR Acc EUR

-1.9%

24 Indosuez Funds Navigator G Cap EUR

-1.9%

26 Tages Rotella Ucits A EUR EUR

-2.1%

27 Ellipsis Euro Dividend Fund P EUR

-2.3%

28 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

Fund Name Currency Risk
41 Schroder GAIA BlueTrend A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

12.8

42 Montlake Dunn WMA Institutional UCITS Retail EUR EUR

13.1

43 Tages Rotella Ucits A EUR EUR

13.1

44 amandea - ALTRUID HYBRID B EUR

13.3

45 Cyril Systematic I EUR

13.6

Fund Name Currency Loss
41 Schroder GAIA BlueTrend A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.6%

42 amandea - ALTRUID HYBRID B EUR

-14.8%

43 Tages Rotella Ucits A EUR EUR

-15.0%

44 Fulcrum Multi Asset Trend C EUR EUR

-15.2%

45 Aspect Diversified Trends C EUR EUR

-15.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -7.2% -3.9% 4.1%
2017 5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date06/07/2017
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN LU1539584240

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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