Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Gateway Systematic Alpha UCITS EUR Acc

Ranked 53 out of 53 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Alexei Chekhlov

Alexei Chekhlov is the head of research and a portfolio manager at Systematic Alpha Management. Prior to co-funding Systematic Alpha Management in 2008, he worked for several companies in different roles such as Wexford Management, BNP Paribas, TrendLogic Associates and Thor Asset Management Inc. Chekhlov is the author of multiple publications in leading physics and finance periodicals, and currently serves as an Adjunct Professor at Columbia University Mathematics Department. Alexei holds a Series 3 National Commodity Futures License. He is a graduate of Moscow Institute of Physics & Technology (M.S. in Applied Mathematics, 1990) and Princeton University (PhD in Applied and Computational Mathematics, 1995).

Peter Kambolin

Peter Kambolin is the chief executive officer and chief operating officer of Systematic Alpha Management, LLC. His experience prior to co-founding SAM includes different positions at Commonwealth Associates, Inc. (RR), Unibank (Operations), Fifth Avenue Research and Advisory Group, Utopia Capital Management Portfolio Manager, Phillip Louis Trading, Thor Capital. Peter holds a Series 3 National Commodity Futures License. He received his B.A. in Finance from Baruch College (1995), Magna Cum Laude.

Objective

The Funds investment objective is to achieve consistent positive returns having low to negative correlation to the returns on any major equity and fixed income markets. The Fund will seek to achieve its investment objective by investing in a portfolio of futures contracts on equity indices, fixed income securities and currencies.

Showing fund performance in Liechtenstein View performance globally

Performance

Managed Futures over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.1% -3.9%
2017 1.9% 0.1% -0.3% 2.9% -0.9%
2016 -6.6% 4.4% -5.1% -0.2% -5.7%
2015 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland

Fund Info

  • Launch date04/09/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BWX5VH94

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5.00%

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