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 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

36.45 %

1 Year rank in sector

1/155

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 941.6 m

FE Risk score

222

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.9 %9.9 %36.45 %87.33 %236 %
Sector0.28 %1.82 %4.24 %3.23 %9.67 %
Rank within sector1 / 1515 / 1731 / 1551 / 1011 / 78
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund24.4 %10.3 %33.28 %20.84 %31.89 %
Sector3.31 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector1 / 16111 / 1271 / 10212 / 893 / 79
Quartile th1 st1 st1 st1 st1 st

Risk statistics

Alpha21.11
Beta4.08
Sharpe0.74
Volatility27.11
Tracking error26.55
Information ratio0.82
R-Squared0.09

Price movement

52 week high302
52 week low212.39
Current bid price0
Current offer price0
Current mid price293.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-