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Ibercaja Alpha A, FI

Ranked 164 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Javier Rillo

Javier Rillo is a portfolio manager and analyst at Ibercaja Gestión where he joined in 2013. Prior to this he held several positions at Grupo Financiero Ibercaja, where he worked since 2007. Javier holds a master’s degree in Economics from the University of Zaragoza and he is CEFA and CIIA certified. He is also a CFA Level III candidate.

Objective

The Fund will have exposure to equities, fixed income and money markets assets. The Fund may invest in futures and options contracts traded on organized markets: interest rates, exchange rates, equities, financial indices, volatility and credit risk. Sectors, companies and selected geographical areas will vary according to the expectations of the management team. The geographical distribution is not predetermined, it invests primarily in OECD countries without discarding emerging countries.

Showing fund performance in Bahrain View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 164/169 Total Return
  • Rank 139/169 Standard Deviation
  • Rank 157/169 Max Drawdown
Fund Name Currency Loss
155 Auriga Investors - Global Allocation Fund A Cap EUR

-9.9%

156 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.3%

157 Ibercaja Alpha A, FI EUR

-10.9%

158 Axiom Long Short EUR

-11.2%

159 Hector SICAV Campsor Long Short Eq B EUR Cap EUR

-11.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 0.3% -7.0%
2017 1.2% 2.3% 1.8% -3.0% 0.2%
2016 4.9% 2.2% -2.3% 3.8% 1.3%
2015 3.7% 9.9% -0.5% -6.4% 1.3%
2014 1.5% 2.6% 1.5% -1.5% -1.1%
2013 12.5% -3.0% 1.1% 11.0% 3.3%
2012 2.3% 1.9% 3.2% 1.1% -3.7%
2011 -15.9% 5.0% 0.6% -24.5% 5.5%
2010 28.6% 10.3% 2.7% 10.5% 2.8%
2009 50.0% -10.9% 42.8% 14.8% 2.7%
2008 4.5% -18.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain

Fund Info

  • Launch date10/04/2008
  • Share Class size150Mn
  • Base currencyEUR
  • ISIN ES0146756004

Purchase Info

  • Min. initial investment300
  • Min. regular additional investment0

Charges

  • Annual management2.10%
  • Initial investment0.00%

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