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Interfund Equity USA A

Ranked 509 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

John Gisondi

John Gisondi is the head portfolio manager for both the North American Opportunity Fund and the long-oriented US Interfund at GLG. He is a member of the firm’s Strategic Advisory Group and also of the Risk Committee. He joined GLG in March 2000 with a focus on the healthcare, industrials and financials sectors. Prior to joining GLG, Gisondi spent seven years at Merrill Lynch in New York as a director in sales trading and research sales with senior responsibility for hedge funds and risk arbitrage. Prior to Merrill Lynch, John spent three years at Summit Partners. He received a BA in Economics cum laude from Amherst College in Massachusetts and an MBA from the Harvard Business School.

Objective

The Fund will be focused on achieving a positive return over the reference benchmark index through investment in equities which will be mainly issued by companies listed or traded on stock exchanges or any other regulated markets of the countries comprising the Index and in derivative financial instruments, including but not limited to, futures, options, swaps and contracts for difference on all the types of financial instruments and may also invest in other investment funds, including Exchange Traded Funds.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 509/877 Total Return
  • Rank 137/877 Standard Deviation
  • Rank 122/877 Max Drawdown
Fund Name Currency Return
507 Purpose Best Ideas Series F

Currency exposure is hedged

Currency exposure is hedged

CAD

20.1%

507 BNP Paribas L1 Equity USA Core Classic Cap USD

20.1%

509 GAM North American Growth Acc USD

20.1%

509 Interfund Equity USA A USD

20.1%

511 AMF Aktiefond Nordamerika USD

20.1%

511 Mackenzie Private US Equity Pool Class Sr PW USD

20.1%

511 Allianz US Equity A Acc USD

20.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 1.5% 3.8%
2016 10.7% -0.7% 1.7% 5.3% 4.1%
2015 -10.2% 2.1% 1.8% -16.8% 3.8%
2014 9.7% 1.1% 5.4% 0.8% 2.1%
2013 32.5% 10.7% 2.2% 6.8% 9.7%
2012 15.1% 13.8% -4.8% 6.0% 0.2%
2011 -1.5% 6.1% -0.6% -16.2% 11.4%
2010 13.1% 4.1% -11.9% 11.5% 10.5%
2009 28.5% -7.2% 15.6% 14.4% 4.6%
2008 -37.4% -9.2% -2.1% -11.9% -20.1%
2007 2.9% 0.3% 4.9% 1.7% -3.9%
2006 12.2% 3.4% -1.3% 3.8% 5.9%
2005 -1.8% -3.5% -0.9% 2.2% 0.5%
2004 8.5% 0.2% 0.7% -1.7% 9.4%
2003 24.7% -2.1% 12.4% 1.6% 11.6%
2002 -19.0% -0.6% -11.0% -14.8% 7.4%
2001 -14.0% -11.0% 3.4% -12.7% 7.2%
2000 -13.2% 1.8% -4.3% -3.8% -7.4%
1999 14.1% 1.9% 4.6% -6.9% 15.0%
1998 25.3% 13.1% 2.7% -7.9% 17.2%
1997 4.3% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date23/05/1997
  • Share Class size905Mn
  • Base currencyEUR
  • ISIN LU0074298943

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.55%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).