0P000134ZT.SW - New Capital Fund Lux - Global Dynamic M CHF Hedged

Swiss - Swiss Delayed Price. Currency in CHF

New Capital Fund Lux - Global Dynamic M CHF Hedged

Grand Duchy



Management Information
,Lead Manager since March 11, 2011
Roberto manages New Capital Euro Value Credit Fund, New Capital Global Dynamic Bonds and New Capital Global Fixed Maturity Bond Fund EUR 2024. He joined EFGAM in March 2017 as part of EFG International’s acquisition of BSI, having joined BSI in March 2013. Roberto began his career in 2000 with the Fixed Income Team at Ersel AM, where he took over the responsibility of the European government and corporate bonds funds, and co-managed two total return funds covering high yield securities and emerging market bonds. Roberto holds a Degree in Economics from the University of Torino, Italy, and an Executive MBA from IMD in Lausanne, Switzerland.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyKBA Fund Consulting S.A.
Net AssetsN/A
YTD ReturnN/A
Morningstar Rating
Inception DateMay 16, 2014

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover-6.97%
Average for CategoryN/A

Fees & Expenses

Expense0P000134ZT.SWCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A