The AC Risk Parity 7 Fund is an open-end UCITS3 fund incorporated in Luxemburg. It follows a multi-asset strategy, optimizing allocations to all liquid, non-correlated asset classes that offer a risk premium. Using highly sophisticated risk management, the Fund targets returns in excess of 10% per year with 7% volatility and zero correlation with equities.
Alceda Fund Management S.A.
HSBC Trinkaus Investment Managers S.A.
Global Branding Name
Alceda Fund Management
12 month yield
Net Assets Date
Manager 1 Name
EUR Flexible Allocation - Global
Barclays EU Govt All Bonds Index
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return 24 months
Annualized return 36 months
Annualized return 48 months
Annualized return 60 months
Return 120 months
Annualized return since Inception
Morning Star Rating Date
Morning Star Rating - 36 Months
Morning Star Rating - Overall
Maximum Managment Charge
Fund Admin Group
Alceda Fund Management S.A.
HSBC Trinkaus & Burkhardt (Intl) S.A.
00352 / 248 329-1
Last Price Date
Price change (percentage)
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© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Links:  http://www.globalfunddata.com/funds/new/performance/management?variant=Alceda Fund Management S.A.
 http://www.globalfunddata.com/funds/new/performance/fund_administrator?variant=HSBC Trinkaus Investment Managers S.A.
 http://www.globalfunddata.com/funds/new/performance/strategy?variant=EUR Flexible Allocation - Global
 http://www.globalfunddata.com/funds/new/performance/custodian?variant=HSBC Trinkaus & Burkhardt (Intl) S.A.
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