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Zeus Capital World Balanced B

Ranked 55 out of 65 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Objective

The objective of the Sub-Fund is to achieve a steady performance with moderate volatility and correlation with major markets by investing substantially all its asset in a balanced portfolio of UCITS and other eligible UCIs. The Sub-Fund may pick from a wide range of funds to get exposure to any asset class such as equities, fixed income, convertibles, commodities, currencies, insurance and any type of strategy, be it long bias, short bias, market neutral. The investments will be carefully selected and include predominantly proven strategies from experienced managers.

Showing fund performance in Guernsey View performance globally

Performance

Fund of Funds over : 31/08/2017 - 31/08/2018
  • Rank 55/65 Total Return
  • Rank 62/65 Standard Deviation
  • Rank 61/65 Max Drawdown
Fund Name Currency Return
53 Mediolanum Alpha Plus S-A, FI EUR

-2.6%

54 New Capital All Weather EUR Inst EUR

-2.7%

55 Zeus Capital World Balanced B EUR

-2.8%

56 Piraeus Emerging Markets Equity Fund of Funds R EUR

-3.0%

57 JSS Alternative Multi-Strategy Fund Y EUR acc hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% -1.7%
2017 -0.4% 1.2% -4.7% 2.5% 0.8%
2016 3.7% -1.9% -0.9% 2.3% 4.2%
2015 -5.9% 6.2% -2.2% -10.2% 0.8%
2014 -6.2% -2.4% 1.0% -1.2% -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date18/12/2013
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0939344585

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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