iMGP DBi Managed Futures I M GBP D HP header image

iMGP DBi Managed Futures I M GBP D HP

Fund

ISIN LU2646068531 / Valor null

NAV (2025-01-13)
GBP 1,032.19+0.50%

iMGP DBi Managed Futures I M GBP D HP
UMushroom community rating:

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5.00 1 votes No rating yet
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General Objective

The objective of this Sub-fund is to provide long-term capital appreciation by implementing a UCITS compliant strategy that seeks to approximate the returns of alternative funds using a "managed futures style".

Fund Exposure

The fund exposure comprises strategies that generate returns by taking long and short positions across asset classes such as equities indices, government bonds or rates, currencies, and commodities. The fund uses futures and forward contracts to achieve its investment objectives and may also allocate up to 20% of its total assets in structured financial products to gain exposure to certain commodities.

Risks

Investors should be aware that this Sub-fund is actively managed and does not reference a benchmark. The fund's managed futures strategy involves long and short positions in derivatives, primarily futures contracts, across equities, fixed income, currencies, and commodities. Additionally, the fund may be indirectly exposed to the performance of commodities, mainly gold and crude oil, through eligible instruments. It is important to note that this Sub-fund may not be suitable for investors planning to withdraw their money in less than 5 years.

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Source

https://imgpfunds.com/im-dbi-managed-futures-strategy-etf/

Tags:
quantitative model managed futures

Ratings & reviews

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5.00

1 votes
Performance:
starstarstarstarstar
4.00
Innovation:
starstarstarstarstar
5.00
Society:
starstarstarstarstar
0.00
Nature:
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0.00
Simon Frey
Switzerland, 29 Apr 2024
star star star star star
Does what it promises, replicating the performance of +/- 20 of the leading CTAs. Low correlation to FI and Equities, can be a diversifier to a portfolio (daily liquidity, relatively cheap)

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