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HSBC Sector Rotation

Ranked 10 out of 53 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Babak Kiani

Objective

The fund invests in the sectors of the European equity market by definition of the STOXX indices. As a result, no direct individual value risks are included in the portfolio. Investments in the individual sectors are usually made via sector-index derivatives traded on exchanges, typically sector index futures. The investment decisions are strictly rule-based and are generated on the basis of a so-called proprietary model.

Showing fund performance in Liechtenstein View performance globally

Performance

Managed Futures over : 31/08/2017 - 31/08/2018
  • Rank 10/53 Total Return
  • Rank 9/53 Standard Deviation
  • Rank 6/53 Max Drawdown
Fund Name Currency Loss
4 Akragas UCITS-SICAV - Demetra Fund (EUR) A

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

5 Fort Global UCITS Contrarian B EUR EUR

-3.4%

6 HSBC Sector Rotation EUR

-3.7%

7 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

8 Ellipsis Euro Dividend Fund I EUR

-4.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 2.4%
2017 10.5% 5.3% 1.4% 1.0% 2.5%
2016 3.7% -0.6% -0.8% 1.1% 4.1%
2015 7.4% 16.7% -3.2% -4.3% -0.7%
2014 -0.5% 0.1% 2.2% -0.9% -1.9%
2013 6.6% 4.8% -2.1% 2.7% 1.1%
2012 8.0% 5.5% -2.4% 2.2% 2.6%
2011 -5.9% -0.2% 0.1% -3.9% -2.0%
2010 1.7% -0.2% -5.0% 1.4% 5.8%
2009 18.9% -1.7% 9.4% 8.1% 2.3%
2008 -37.3% -14.0% -2.2% -12.1% -15.2%
2007 -4.7% 3.5% 5.1% -5.8% -7.0%
2006 17.5% 18.7% -9.2% 3.5% 5.2%
2005 33.9% 4.4% 8.6% 13.9% 3.7%
2004 10.1% 5.6% 5.1% -5.1% 4.5%
2003 42.7% -6.7% 23.8% 10.4% 11.8%
2002 -28.0% 3.2% -11.9% -24.6% 5.1%
2001 -7.2% -3.7% 6.1% -17.6% 10.3%
2000 16.0% 8.2% 0.1% 13.1% -5.3%
1999 5.1% -1.5% 3.7% -2.2% 5.2%
1998 12.1% 20.9% 9.5% -19.7% 5.4%
1997 21.4% 17.5% 11.8% -1.5% -6.2%
1996 11.8% 1.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date01/02/1996
  • Share Class size19Mn
  • Base currencyEUR
  • ISIN DE0009756825

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • 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).