Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Kalahari, FI

Ranked 40 out of 63 in - Multi Strategy over 36 months
All calculations are in EUR unless stated

Managed by

Jose Ramón Iturriaga

José Ramón Iturriaga has more than 15 years of asset management experience. He currently works at Abante whom he joined in 2005 and he manages the Okavango Delta FI, Kalahari FI and Spanish Opportunities funds. Prior to this, he worked at Bankinter Asset Management for four years, where he was the head of equities, managing over 10 investment funds. Born in Madrid in August 1974, Iturriaga studied economics at CUNEF, a college for financial studies affiliated to the University of Madrid

Objective

The Fund invests directly or indirectly (maximum of 10% of assets in other funds, harmonized or not, belonging to group or not), between 30-75% of total exposure in equities and the rest in fixed income assets, public/private (including deposits and money market instruments or liquid assets).

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

Performance

Multi Strategy over : 31/12/2014 - 31/12/2017
  • Rank 40/63 Total Return
  • Rank 56/63 Standard Deviation
  • Rank 53/63 Max Drawdown
Fund Name Currency Loss
51 THEAM Quant FI High Vol I EUR

-14.3%

52 Method Inv SICAV Attractive Glb Opp I EUR H C

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.8%

53 Kalahari, FI EUR

-15.2%

54 SC Fonds STARS Multi-Faktor - A - EUR EUR

-18.3%

55 Rivoli Capital P EUR

-18.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 1.9% 4.6% -3.6% 1.0% 0.1%
2016 -2.4% -2.5% -7.3% 5.3% 2.6%
2015 2.4% 9.1% -4.4% -7.5% 6.0%
2014 2.8% 5.9% -0.4% -1.6% -1.0%
2013 33.3% 1.3% 4.4% 17.0% 7.7%
2012 6.8% 2.9% -6.3% 5.5% 5.0%
2011 -6.8% 4.9% -0.9% -10.0% -0.4%
2010 -0.7% 0.7% -4.8% 3.4% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain

Fund Info

  • Launch date06/11/2009
  • Share Class size41Mn
  • Base currencyEUR
  • ISIN ES0160623007

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0

Related News

Sector showdown: top multi-strategy managers over five years

Citywire Selector uncovers the two leading lights posting the most positive performance in the Alt Ucits sector over the past half-decade.

Top multi-strategy manager: why I’ve gone 100% into Spanish equity

Alt Ucits specialist José Ramón Iturriaga is piling into domestic equities to take advantage of a ‘once-in-a-lifetime’ bet on Spanish stocks.

Savings bank IPO holds key to Spain’s future

Spain’s efforts to restructure away the bad debts of its savings banks hang in the balance. The much awaited IPO of the new Bankia entity could hold the key to the country’s financial future.

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