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FCS World Equities Fund A

Ranked 101 out of 107 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Leonardo Lara Jiménez

Leonardo Lara Jiménez is CIO & portfolio manager at FCS Asset Management based in Malta. He joined the firm in 2015 and previously, he was a sales manager at INAEL Electrical Systems and prior to that, a portfolio manager at Metagestion. Leonardo deals in global equities and bonds, using an alternative investment style. He graduated from the University Carlos III (Madrid) & IEB (Madrid) with a degree in Business Administration. Outside of fund management Leonardo lists tennis, chess, music and the theatre among his interests.

Objective

The Fund will aim to achieve capital growth by investing in international equities using a value approach investment style.

Showing fund performance in Bahrain View performance globally

Performance

Multi Strategy over : 30/06/2017 - 30/06/2018
  • Rank 101/107 Total Return
  • Rank 66/107 Standard Deviation
  • Rank 97/107 Max Drawdown
Fund Name Currency Risk
64 Eiger - Multistrategy A EUR

4.7

65 GAM Star Alpha Spectrum EUR Acc EUR

4.7

66 FCS World Equities Fund A EUR

4.7

67 Putnam Multi Asset Absolute Return E2 Inc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

68 SLI Glo SICAV Global Focused Strategies D EUR EUR

4.8

Fund Name Currency Loss
95 JPM Systematic Alpha A Acc EUR EUR

-8.4%

96 LO Funds - Alternative Risk Premia SH (EUR) NA

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.4%

97 FCS World Equities Fund A EUR

-8.5%

98 Lemanik Sicav - Global Strategy Fund R EUR EUR

-9.2%

99 THEAM Quant FI High Vol I EUR

-9.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3% -2.0%
2017 3.1% 2.8% 2.7% -2.4% 0.1%
2016 10.1% 3.9% -1.1% 4.3% 2.7%
2015 -0.8% 3.9% -2.1% -4.3% 1.8%
2014 -1.9% 0.2% 0.5% -1.6% -0.9%
2013 -19.6% -3.4% -13.8% -1.6% -1.8%
2012 4.3% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Malta

Fund Info

  • Launch date11/05/2012
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN MT7000005005

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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