Schroder GAIA BlueTrend

Investment Objective

The Fund aims to provide capital growth by investing in bonds, equity, foreign exchange and commodity markets.The fund aims to produce an absolute return of 10-15%, net of fees with a target volatility of 10-15%.

Latest Meeting Note

Schroder GAIA BlueTrend 10 Dec 2015

As one of the preeminent trend following strategies in the market, it is encouraging to see BlueTrend making a return to UCITS. At its core the fund relies on multiple trend indicators across 150 different markets to build a liquid and h...

As one of the preeminent trend following strategies in the market, it is encouraging to see BlueTrend making a return to UCITS. At its core the fund relies on multiple trend indicators across 150 different markets to build a liquid and highly diversified portfolio, designed to capture and profit from market trends. BlueTrend runs its models at the faster end of the medium-term trend spectrum (average 21 days holding period), something which we judge has helped the fund in more difficult years when markets have been subject to extreme trend reversals, for example in 2009. We have long been advocates of maintaining pure exposure to trend following, particularly if the aim is to maximise diversification. Given the strategies pedigree and sector leading long term track record we award the fund a three star rating.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.4 0.9 0.8 0.6 0.9 0.7 0.1 0.8 0.5 0.1 0.3 0.5 0.3
2022 0.5 0.6 0.7 0.5 0.1 0.5 0.5 0.1 0.2 0.8 0.0 0.9 0.4

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