iMGP DBi Managed Futures I M GBP D HP
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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.
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)
OTHER SHARE CLASSES OF THIS FUND
iMGP DBi Managed Futures R GBP D HP
iMGP DBi Managed Futures R GBP D HP
iMGP DBi Managed Futures R GBP D HP
Annual Return
-50%0%+50%
Risk level
110
0.49%GBP 154.76
iMGP DBi Managed Futures I M USD
iMGP DBi Managed Futures I M USD
iMGP DBi Managed Futures I M USD
Annual Return
-50%0%+50%
Risk level
110
0.50%USD 1,027.40
iMGP DBi Managed Futures I GBP
iMGP DBi Managed Futures I GBP
iMGP DBi Managed Futures I GBP
Annual Return
-50%0%+50%
Risk level
110
1.13%GBP 1,139.98
iMGP DBi Managed Futures I CHF HP
iMGP DBi Managed Futures I CHF HP
iMGP DBi Managed Futures I CHF HP
Annual Return
-50%0%+50%
Risk level
110
0.51%CHF 955.62
iMGP DBi Managed Futures I EUR HP
iMGP DBi Managed Futures I EUR HP
iMGP DBi Managed Futures I EUR HP
Annual Return
-50%0%+50%
Risk level
110
0.50%EUR 1,041.03
iMGP DBi Managed Futures R CHF HP
iMGP DBi Managed Futures R CHF HP
iMGP DBi Managed Futures R CHF HP
Annual Return
-50%0%+50%
Risk level
110
0.50%CHF 102.39
iMGP DBi Managed Futures C EUR HP
iMGP DBi Managed Futures C EUR HP
iMGP DBi Managed Futures C EUR HP
Annual Return
-50%0%+50%
Risk level
110
0.42%EUR 154.00
iMGP DBi Managed Futures I S USD
iMGP DBi Managed Futures I S USD
iMGP DBi Managed Futures I S USD
Annual Return
-50%0%+50%
Risk level
110
0.43%USD 1,011.57
iMGP DBi Managed Futures C SEK HP
iMGP DBi Managed Futures C SEK HP
iMGP DBi Managed Futures C SEK HP
Annual Return
-50%0%+50%
Risk level
110
0.42%SEK 1,484.95
iMGP DBi Managed Futures I M SEK HP
iMGP DBi Managed Futures I M SEK HP
iMGP DBi Managed Futures I M SEK HP