GAM Star Global Aggressive Inst Acc GBP
ISIN: IE00B8NCRJ66 | MEX: GAAABJ | CITI: GW9A
-
Buy 2,069.28 GBX
-
Sell 2,069.28 GBX
-
Price Change 1.69850%
Past Performance
- 25th Apr 2020 to 25th Apr 202132.57%
- 25th Apr 2021 to 25th Apr 2022-7.27%
- 25th Apr 2022 to 25th Apr 2023-1.52%
- 25th Apr 2023 to 25th Apr 202410.37%
- 25th Apr 2024 to 25th Apr 2025-0.86%
Objectives and Approach
The investment objective of the Fund is to achieve capital preservation accompanied by stable returns via a dynamic asset allocation, using an aggressive approach. The Fund seeks to achieve this objective by investing either directly or indirectly via collective investment schemes (primarily UCITS schemes) and financial derivatives (e.g. index options) to gain exposure on a worldwide basis to a number of asset classes.
Key Information
Inception | 12th Oct 2012 |
Historic Yield | 0.2000% |
Sector | IA Volatility Managed |
Fund Size | £89.458mn |
Fund Type | ICVC |
Classification | Accumulation |
Charges
Total Ongoing Charges
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. |
1.2564% |
Initial Charge | 0% |
AMC | 0.50% |
Our Platform Charge We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet |
0.30% |
Cost and Charges Information
This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product
Account Type
Annual charges
These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate
Cost Category | % of Investment | lump sum costs |
---|---|---|
Our annual fee
Our annual feeIncludes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here |
0.30% | |
Dealing charges
Dealing chargesAny one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available |
N/A | |
Product provider costs
Product provider costsProduct provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs |
1.2564% | |
Total (£)
Total (£)Costs per annum displayed in monetary value |
||
Total (%)
Total (%)Costs per annum displayed as a percentage of investment value |
Cumulative effect of charges on your investment's return
This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges
lump sum invested with an assumed growth rate of | 1 year | years |
---|---|---|
What you might get back at with no charges applied
What you might get back at with no charges appliedThese are the illustrative values of a investment after growth and no costs applied at the end of the defined period |
||
Annual charges
Annual chargesThese are the annual costs based on an initial investment amount of assuming a net zero growth rate |
||
Effect of charges on return (%)
Effect of charges on return (%)These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate |
||
Effect of charges on return (£)
Effect of charges on return (£)These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate |
||
What you might get back at with charges applied
What you might get back at with charges appliedThese are the illustrative values of a investment after growth and costs at the end of the defined period |
This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use
Performance
-
Chart Options
Select TimeframeFromToAdd comparator to chartNone
This fund's IA Sector (IA Volatility Managed)
Another IA SectorSearch for Fund ComparatorAdd a FTSE Index
Current Comparators -
Cumulative Performance
1 month 3 months 6 months 1 year 3 years 5 years -6.71% -11.14% -5.87% -0.86% 7.75% 32.45%
Important Information
Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.
The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.
Composition
View Fund Allocation by:
Important Documents
The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.
The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured.
148,195 bytes PDF Document; last updated 31 Mar 2025
175,960 bytes PDF Document; last updated 10 Mar 2025
7,261,334 bytes PDF Document; last updated 30 Jun 2024
3,149,507 bytes PDF Document; last updated 31 Dec 2024
5,602,339 bytes PDF Document; last updated 31 Mar 2025
Management Team
Andrea Quapp Sandra Wolfensberger Fabio di Grezia Daniel Rossacher
Andrea Quapp
has managed this fund for 10 months.
Andrea Quapp, Investment Director, is the head of GIS Continental Europe. She is the Lead Manager of segregated accounts and funds primarily for European and Swiss institutional clients. She joined GAM in 2001, as Head of European Equities. In 2004 she became responsible for the management of International balanced and later on Swiss portfolios. Prior to joining GAM, she worked at UBS Global Asset Management for almost 16 years were she held various positions (senior portfolio manager for European and Swiss equities, head teams since 1994 and member of the continental European Equity allocation committee etc.) Andrea Quapp holds a Swiss commercial diploma. She is based in Zurich.
Manager Cumulative Performance v Peer Group
All funds managed by Andrea
Name of Security | Sole/Co | Managed Since |
---|---|---|
GAM StarGblModer | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGbFlexi | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGblAggr | Co | Jun 2024 |
GAM StarGblModer | Co | Jun 2024 |
Sandra Wolfensberger
has managed this fund for 10 months.
Sandra Wolfensberger is Portfolio Manager in the GAM Multi Asset Class Solutions Team. She is jointly responsible for the indirect real estate mandates. Until the end of 2017, she was responsible for the management of multi-asset and real estate mandates and for the selection of indirect real estate investments. Before joining GAM in February 2001, she was a junior trader in the foreign exchange and money market group at Schroders in Zurich. Sandra Wolfensberger completed a commercial apprenticeship and is a Qualified Financial Analyst and asset manager (CIIA). She is based in Zurich.
Manager Cumulative Performance v Peer Group
All funds managed by Sandra
Name of Security | Sole/Co | Managed Since |
---|---|---|
GAM StarGblModer | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGbFlexi | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGblAggr | Co | Jun 2024 |
GAM StarGblModer | Co | Jun 2024 |
Fabio di Grezia
has managed this fund for 10 months.
Fabio Di Grezia is an Investment Manager for the GIS Continental Solutions team and is responsible for institutional mandates. Prior to joining GAM in April 2021, he worked as a Senior investment Manager and Fund Analyst as well as Deputy Head of Fund Research for Falcon Private Bank Ltd. in Zurich. During his time there he was responsible for the management of the BVG Falcon pension fund and the administration of fund mandates. Before his time at Falcon Private Bank, Fabio worked for Raiffeisen Schweiz Bank and Zürcher Kantonalbank. Fabio holds a federal diploma in banking economics and a Master of Advanced Studies degree in Finance at the University of Zurich. He is based in Zurich.
Manager Cumulative Performance v Peer Group
All funds managed by Fabio
Name of Security | Sole/Co | Managed Since |
---|---|---|
GAM StarGblModer | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGbFlexi | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGblAggr | Co | Jun 2024 |
GAM StarGblModer | Co | Jun 2024 |
Daniel Rossacher
has managed this fund for 10 months.
Daniel Rossacher is an Investment Manager for the GAM Multi Asset Class Solutions team. He is responsible for institutional and indirect real estate mandates. Prior to joining GAM in March 2021, he spent three years as a senior portfolio manager at Zugerberg Finanz AG, 13 years at Migros Bank AG, Asset Management and 16 years at Zuger Kantonalbank. Daniel graduated from the commercial vocational school in Zug and is a federally qualified banker as well as a federally qualified financial analyst and asset manager, CIIA (AZEK). He is also a member of the Swiss Bond Commission (OKS). He is based in Zurich.
Manager Cumulative Performance v Peer Group
All funds managed by Daniel
Name of Security | Sole/Co | Managed Since |
---|---|---|
GAM StarGblModer | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGbFlexi | Co | Jun 2024 |
GAM Star Gbl Caut | Co | Jun 2024 |
GAM StarGblAggr | Co | Jun 2024 |
GAM StarGblModer | Co | Jun 2024 |