Welcome to the new morningstarfunds.ie! Learn more about the changes and how our new features help your investing success.

P/E FX Strategy Management Class

Performance History31/01/2020
Growth of 1,000 (EUR)
P/E FX Strategy Management Class
Fund--27.126.614.27.5
+/-Cat-----
+/-Idx-----
 
Key Stats
NAV
14/02/2020
 USD 1626.07
Day Change 0.21%
Morningstar Category™ Alt - Currency
ISIN IE00BYQD3B27
Fund Size (Mil)
-
 -
Share Class Size (Mil)
16/08/2019
 USD 62.27
Max Initial Charge -
Ongoing Charge
-
  -%
Investment Objective: P/E FX Strategy Management Class
The investment objective of the Fund is to generate returns by investing in foreign exchange markets. The Fund will be invested primarily in foreign exchange futures and U.S Treasury bills. The Investment Manager may also use foreign currency forward contracts for hedging purposes.
Returns
Trailing Returns (EUR)14/02/2020
YTD15.80
3 Years Annualised8.02
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
05/05/2016
Advertisement
Benchmarks
Fund BenchmarkMorningstar Benchmark
Not Benchmarked-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  P/E FX Strategy Management Class-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
P/E FX Strategy Management Class

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites