Fact sheet: H2O MultiStrategies

Fund information

Fund name
H2O MultiStrategies R C
Fund company manager
Natixis Investment Managers
Fund type
SIB
Fund manager(s)
Fund objective
The objective of this UCITS unit is to achieve, via a flexible and multi-class asset allocation and over a recommended investment period of four years, an outperformance of 2.5% per year, net of operational and management fees, over its benchmark.
Benchmark
-
Investment style
Multi Strategy
Investment method
Mixed

Quick stats

1 Year return

27.56 %

1 Year rank in sector

2/159

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 1.1 b

FE Risk score

222

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-2.87 %7.79 %27.56 %75.58 %178.1 %
Sector1.37 %3.84 %5.07 %3.83 %10.66 %
Rank within sector151 / 15436 / 1732 / 1591 / 991 / 76
Quartile th4 th1 st1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund3.33 %20.94 %10.3 %33.28 %20.84 %
Sector1.26 %4.12 %-0.53 %-0.64 %5.08 %
Rank within sector26 / 1413 / 15810 / 1251 / 9812 / 86
Quartile th1 st1 st1 st1 st1 st

Risk statistics

Alpha20.18
Beta4.62
Sharpe0.65
Volatility27.32
Tracking error26.76
Information ratio0.75
R-Squared0.1

Price movement

52 week high307.44
52 week low216.87
Current bid price0
Current offer price0
Current mid price294.62

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-