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Candriam Global Alpha I

Ranked 32 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to outperform the index EONIA over a recommended investment period of 3 years, and under any market conditions, by using arbitrage and long positions. The fund invests from 0 to 100% of its assets in equity markets, from 0 to 100% in debt securities and money market instruments, and from 0 to 10% in shares of other funds. The fund seeks to achieve the management objective with an average volatility of around 6% over the considered management horizon.

Showing fund performance in Hong Kong View performance globally

Performance

Global Macro over : 30/09/2017 - 30/09/2018
  • Rank 32/48 Total Return
  • Rank 26/48 Standard Deviation
  • Rank 21/48 Max Drawdown
Fund Name Currency Return
31 William Blair SICAV Dynamic Div Alloc I H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

32 Candriam Global Alpha I EUR

-3.2%

33 Halley SICAV-Alinea Global A EUR EUR

-3.4%

34 Sirius GS5 I EUR

-3.5%

Fund Name Currency Risk
24 Chiron Global Opportunities X EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0

25 Franklin K2 Glo Macro Opportunities A (Ydis) EUR EUR

6.1

26 Candriam Global Alpha I EUR

6.5

27 H2O Euroaggregate R EUR

6.6

28 AEGON Global TAA+ EUR

6.7

Fund Name Currency Loss
19 Tom Capital Growth Fund A (EUR) EUR

-5.1%

20 Sirius GS5 I EUR

-5.4%

21 Candriam Global Alpha I EUR

-5.5%

22 Prosper Funds - Global Macro I EUR EUR

-5.8%

23 William Blair SICAV Dynamic Div Alloc I H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.9% -1.8%
2017 3.6% 0.9% 2.7% -0.2% 0.2%
2016 0.4% -5.8% -0.7% 3.8% 3.3%
2015 2.7% 0.9% -0.5% 0.2% 2.1%
2014 2.3% -1.4% 2.3% 0.7% 0.6%
2013 1.8% 1.1% -2.3% 1.4% 1.6%
2012 2.7% 1.6% -1.5% 0.8% 1.7%
2011 3.7% -0.5% 0.7% 3.2% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date09/11/2010
  • Share Class size40Mn
  • Base currencyEUR
  • ISIN FR0010931717

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

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