GAM Star Fund plc - GAM Star Global Balanced Class Ordinary II GBP IncomeRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.1 | 5.9 | -13.7 | 7.1 | 4.9 | |
+/-Cat | 6.8 | -5.2 | -3.6 | -1.3 | 0.6 | |
+/-B’mrk | 7.6 | -6.4 | -6.5 | -3.6 | -0.2 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 23/04/2024 | GBP 15.18 | |
Day Change | 0.35% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | IE00BJS8YN97 | |
Fund Size (Mil) 23/04/2024 | EUR 145.29 | |
Share Class Size (Mil) 23/04/2024 | GBP 1.88 | |
Max Initial Charge | - | |
Ongoing Charge 04/04/2024 | 1.57% |
Investment Objective: GAM Star Fund plc - GAM Star Global Balanced Class Ordinary II GBP Income |
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 02/05/2014 |
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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 Ordinary II GBP Income | 31/03/2024 |
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