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Renta 4 Pegasus R, FI

Ranked 23 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Miguel Jiménez Sierra

Miguel Jiménez Sierra has been a fund manager at Renta 4 Gestora since 2006 and is based in Madrid. He runs equity, bond and mixed asset portfolios where he uses a top down, fundamental value investment style. Miguel has a bachelor's in business administration from the Autonomous University of Madrid and a master's in finance from ICADE. Born and based in Madrid, away from work Miguel enjoys soccer, music, and the cinema and theatre.

Objective

Fund's policy is global and can have direct or indirect exposure to both fixed income and equities. Alternative strategies such as global-macro and long/short management will be used. To control risk VaR is set at 1 year (95% confidence) of 5%. 0-100% of the total exposure is invested in equities or public/private fixed-income assets without predetermining by type of issuer, currencies, countries, sectors, capitalization, rating issue/issuer or average duration of the income portfolio fixed. The issuers/markets will be OECD or emerging, without limitation.

Showing fund performance in Hong Kong View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% -0.5% -0.1%
2017 2.0% 1.1% 0.2% 0.0% 0.7%
2016 3.9% 1.5% 0.5% 1.9% 0.0%
2015 0.8% 1.4% -0.4% -1.2% 1.1%
2014 2.6% 1.3% 1.1% 0.1% 0.1%
2013 3.3% 1.0% 0.3% 1.2% 0.8%
2012 10.2% 4.7% -1.7% 4.7% 2.3%
2011 1.6% 2.4% 0.5% -1.2% 0.0%
2010 2.3% 1.1% -1.3% 2.2% 0.4%
2009 9.5% 2.2% 3.6% 1.7% 1.7%
2008 6.6% 1.2% 0.5% 1.9% 2.8%
2007 2.4% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain

Fund Info

  • Launch date24/05/2007
  • Share Class size528Mn
  • Base currencyEUR
  • ISIN ES0173321003

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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