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Eleinad

Se registró el 03/12/2018
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17
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Eleinad 01/05/19 09:18
Ha respondido al tema Old Mutual Global Equity Absolute Return Fund A EUR Hedged Acc
continua: For example, the dynamic valuation criterion was one of those that performed negatively during the year. This was the case even though the fund was largely correctly positioned away from risk-on throughout most of the period, and therefore avoided sizeable selloffs in value stocks (those measured by investors to be relatively cheap). The fund’s dynamic valuation criterion also includes a quality component, that is, a way of selecting stocks according to the relative strength of companies’ balance sheets. This is included to reduce risk. However, during 2018 many investors preferred low volatility and dividend yield (that is, stocks whose prices are more stable, and stocks that pay relatively large dividends in relation to their share prices) to traditional balance sheet strength as their source of safe haven assets during episodes of heightened market volatility. As a consequence of the pronounced shifts in the nature of equities markets during the year, a series of asset allocation changes were set in motion in the fund, to reposition it for the challenging conditions. The underperformance of the fund in 2018 was unusual compared to its long-term track record. However, it falls within the risk expectations of the fund. We would like to take this opportunity to reiterate that the price of shares in the Fund may fall as well as rise and that past performance is not a guide to future performance. Within the Prospectus we define the profile of a typical investor into the Fund as one having a long term investment horizon and who is prepared to accept a moderate level of volatility. Within the Fund’s Key Investor Information Document (“KIID”) we recommend a holding period of at least five years. We strongly recommend that all investors take independent financial advice, particularly if they are concerned with the performance of their investments and we hope that this letter adequately addresses the points raised in your email. However, should you have any further questions, please do not hesitate to get in touch or contact your financial advisor for further information. Yours sincerely Anthony Goldstone - Compliance Officer
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Eleinad 01/05/19 09:16
Ha respondido al tema Old Mutual Global Equity Absolute Return Fund A EUR Hedged Acc
Merian Global Investors is a trading name of Merian Global Investors (UK) Limited. Authorised and regulated by the Financial Conduct Authority with FCA register number 171847. Registered in England & Wales under number 02949554. Registered office: Millennium Bridge House, 2 Lambeth Hill, London, EC4P 4WR, United Kingdom. Merian Global Investors (UK) Limited Millennium Bridge House 2 Lambeth Hill London EC4P 4WR United Kingdom The art and science of investingTM By Email Wednesday 20th March 2019 Dear Xxxxxxx, We have received your complaint in which you raised concerns regarding the performance of the Merian Global Equity Absolute Return Fund (“the Fund”). Performance of the Merian Global Equity Absolute Return Fund (ISIN: IE00BLP5S460) The Investment Objective of the Fund is capital appreciation while closely controlling risk. The Fund aims to deliver absolute returns (above zero performance, irrespective of market conditions) over rolling 12 month periods. During 2018 the Fund produced a negative return of -4.6%. The five year cumulative performance of the Fund as at 28th February 2019 was 6.5%. Whilst past performance is not a guide to future performance, we believe that over the profile of a typical investor the Fund has been successful in achieving its Investment Objective. The main reason for the underperformance of the fund in 2018 was the instability of company shares or equities markets during the year. The equities market was characterised in 2018 by sharp changes in investors’ risk appetite and sentiment. These market changes were driven by shifts in macroeconomic conditions, as a result of central bank policy and international trade conditions. The US Federal Reserve’s policy of increasing interest rates in 2018 damaged market sentiment, as did the threat of a trade war between the US and China. Investor sentiment in general deteriorated during the year, but there were also sudden, sharp changes in investors’ appetite for risk. At times investors were very pessimistic (risk off), and at other times they showed bursts of optimism (risk on). The instability of markets proved a very challenging environment for the fund. By way of example, the latter stages of the second quarter of 2018 proved challenging as it became dominated by a sequence of sharp risk-off moves, as investors became more fearful and sought to avoid or reduce their risk exposure: first Europe in April followed by Japan in May, and finally Asia in June. By the time all regions were positioned for a risk-off environment in July, a sharp risk-on move took place at the end of that month. That proved short lived, and markets resumed a risk-off sentiment during August, just for it to bounce back up again strongly in mid-September. The Indecisive, changeable nature of the market during 2018 proved difficult for the fund to navigate. The fund has five diversified criteria it uses to select stocks, and these are called dynamic valuation, company management, market dynamics, sustainable growth and analyst sentiment. Over the course of the year, dynamic valuation, company management and market dynamics contributed negatively to the fund’s overall performance. However, sustainable growth and analyst sentiment made a positive contribution to the fund’s overall performance during the year.
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Eleinad 07/03/19 17:25
Ha respondido al tema Pegasus no va nada fino
bueno lo dije hace 3 meses, entre en GTXI para rexuperar las perdidas de Pegasus , hoy he vendido con 90% de plusvalias. Recuperado todo lo perdido con fondos y a celebrarlo.
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Eleinad 24/02/19 13:20
Ha respondido al tema Pegasus no va nada fino
Yo he puesto a trabajar parte del capital que tenia en Pegasus con GTXI del nasdaq y me va super bien, estoy recuperando perdidas deberia subir el proximo marzo y 2020-2021.
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Eleinad 04/01/19 05:06
Ha respondido al tema Pegasus no va nada fino
Mi estrstegia con GTXI va de lujo como os dije hace unos dias, estoy recuperando lo perdido en pegasus, hoy dara una gran alegria este valor.
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Eleinad 02/01/19 17:20
Ha respondido al tema Pegasus no va nada fino
Hoy alegria con GTXI, espero recuperar con la biotech del nasdaq lo , pinta bien para 2019. Esperemos. En lugar de palmar un 6% en pegasus gano un 10% en Gtxi
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Eleinad 31/12/18 10:25
Ha respondido al tema Pegasus no va nada fino
Esperemos en 2019 que nexus y pegasus se recuperen. Les cuesta recuperarse un fondo pero si pilla tendencia positiva.....
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Eleinad 30/12/18 05:07
Ha respondido al tema Pegasus no va nada fino
El Merian old mutual abs return esta recuperando posiciones, uno de los unicos fondos junto con el BSF European Abs return que pinta bien. Esperemos que en 2019 se recuperen los demas. Feliz año a todos!
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Eleinad 29/12/18 10:21
Ha respondido al tema Pegasus no va nada fino
Yo he comprado acciones de GTXI nasdaq esperando las news de la compañia, ya ha sido bastante castigada. Con este valor voy a recuperar lo que estoy palmando en Pegasus!
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Eleinad 13/12/18 13:50
Ha respondido al tema Pegasus no va nada fino
Bueno tampoco creo que habran perdido el norte. Siempre se ha recuperado el fondo y no veo porque no lo pyede hacer en los proximos meses.
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Eleinad 12/12/18 15:17
Ha respondido al tema Pegasus no va nada fino
mejor el BSF world healthscience, lo estoy vigilando. Tengo el Bsf european abs return y es el unico de mi cartera con un +1%.....bsf les pega mil vuelta a r4
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