Candriam Global Alpha
- A behavioral approach applied to financial assets based upon quant and technical indicators. The focus is strong on the analysis of flows, market sentiment and investor positioning
- A balanced portfolio that can combine momentum, carry and mean-reversal strategies at the same time
- An opportunistic portfolio management that tends to favor contrarian strategies as they offer high reward/risk ratios
- A flexible portfolio management with the ability to get long or short exposure on any assets
- An improved risk management thanks to the use of listed derivatives (including vanilla options)
- A proven team and track record with over 15 years of professional experience and 5 years of Positive Performance
Nav & Fees
Characteristics
| ISIN | FR0010931618 | ||||||
|---|---|---|---|---|---|---|---|
| Type of fund | FCP under the law of : France | ||||||
| Legal status | UCITS | ||||||
| Management company | Candriam France | ||||||
| Depositary | CACEIS Bank | ||||||
| Recommended min. investment horizon | 3 years | ||||||
| Front end load (max) | 2 % | ||||||
| Back-end load | 2 % | ||||||
| Management fees | 1.5 % | ||||||
| Ongoing charges | 1.02 % (10/03/2021) | ||||||
| Swing Pricing | - | ||||||
| Risk scale** |
1
2
3
4
5
6
7
|
||||||
| Risk profile | Arbitrage risk, Counterparty risk, Credit risk, Risk related to financial derivative instruments, Emerging countries risk | ||||||
| Minimum subscription amount | - | ||||||
| Product closing date | undetermined | ||||||
| Commercialised in | Austria, France, Germany, Italy, Luxembourg, Spain, Switzerland, United Kingdom | ||||||
Candriam Global Alpha is a diversified and flexible UCITS IV fund with a Global Macro investment process. The strategy aims at taking advantage of anomalies in equities, bonds and currencies markets in different geographic areas (mainly Europe, North America and Asia); through long and short positions in listed and / or over-the-counter derivative financial instruments. The fund seeks to achieve its objective with an average volatility of around 4 to 6% over the recommended time horizon. The investment process is based on a quantitative expertise of the market indicators and a discretionary investment decision. The investment horizon is 3 years. The fund is managed actively, with reference to the index mentioned on the section "characteristics". For further information about this index and its use, please consult the fund's key investor information document (KIID).
Candriam Global Alpha - C - C - EUR
The graph – which is provided for information purposes only, and not as an exact measurement of net fund assets – adapts to market developments (currency conversions, coupons, splits, …). Figures may be rounded up or down for the sake of convenience. Figures expressed in a currency other than that of investors’ country of residence are subject, for better or for worse, to exchange-rate fluctuation.
**Risk scale : Not provided
Documents are available physically and free of charge at this address: Avenue des Arts 58, 1000 Bruxelles
Any complaints you have may be submitted, free of charge, to Candriam