GAM Star Fund plc - GAM Star Global Balanced Class T GBP AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.7 | 5.5 | -14.1 | 6.7 | 4.8 | |
+/-Cat | 6.4 | -5.6 | -4.0 | -1.7 | 0.6 | |
+/-B’mrk | 7.1 | -6.8 | -6.8 | -4.0 | -0.3 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 16/04/2024 | GBP 14.27 | |
Day Change | -0.62% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | IE00B8FBHX53 | |
Fund Size (Mil) 16/04/2024 | EUR 147.05 | |
Share Class Size (Mil) 16/04/2024 | GBP 1.22 | |
Max Initial Charge | - | |
Ongoing Charge 04/04/2024 | 1.94% |
Investment Objective: GAM Star Fund plc - GAM Star Global Balanced Class T GBP Accumulation |
The investment objective of the Fund is to seek to achieve an attractive return on capital while simultaneously attempting to limit the risk of capital loss. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
James McDaid 02/10/2012 | ||
Charles Hepworth 02/10/2012 | ||
Inception Date 28/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Lipper Global Mixed Asset GBP Bal TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for GAM Star Fund plc - GAM Star Global Balanced Class T GBP Accumulation | 31/03/2024 |
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