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AlphaCentric Bond Rotation Fund;A

Ranked 104 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to achieve long-term capital appreciation and total return through various economic or interest rate environments. Under normal conditions, the Fund will invest at least 80% of the Funds net assets plus any borrowings for investment purposes in bonds, which includes bond asset class ETFs.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/12/2016 - 31/12/2017
  • Rank 104/357 Total Return
  • Rank 312/357 Standard Deviation
  • Rank 197/357 Max Drawdown
Fund Name Currency Risk
310 Euroamerica High Yield Latam A USD

2.4

310 AB SICAV I-Asia Income Opportunities Pf I2 HKD USD

2.4

312 AlphaCentric Bond Rotation Fund;A USD

2.4

313 Delos USD Bond USD

2.5

314 UBS (CH) Inst Fd 3 - Bonds EM Sov.Pass.CHFh II I-X

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 2.7% 2.2% 0.7% 0.1%
2016 0.8% 1.8% -1.5% 1.1% -0.6%
2015 -0.2% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/05/2015
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN US62827M1365

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.12%
  • Initial investment4.75

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