Fact sheet: H2O MultiStrategies

Fund information

Fund name
H2O MultiStrategies R C
Fund company manager
Natixis Global Asset Mgmt S.A.
Fund type
SIB
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

51.69 %

1 Year rank in sector

1/151

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 796.1 m

FE Risk score

222

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.56 %12 %51.69 %60.15 %222.89 %
Sector0.89 %1.64 %3.06 %2.82 %8.21 %
Rank within sector86 / 1501 / 1671 / 1511 / 1021 / 76
Quartile th3 rd1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund14.54 %10.3 %33.28 %20.84 %31.89 %
Sector2.7 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector2 / 16111 / 1301 / 10612 / 912 / 80
Quartile th1 st1 st1 st1 st1 st

Risk statistics

Alpha17.93
Beta4.43
Sharpe0.51
Volatility27.34
Tracking error26.77
Information ratio0.62
R-Squared0.1

Price movement

52 week high276.08
52 week low176.55
Current bid price0
Current offer price0
Current mid price268.04

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-