Investment Objective
The Amundi Bridgewater Core Global Macro Fund is built upon a foundation of Bridgewater’s accumulated understanding of how to best time markets, capture risk premiums, and construct portfolios. The strategy combines 50/50 two Bridgewater’s flagship strategies (All Weather and Pure Alpha Major Markets) into a single, highly diversified, fundamental macro portfolio that trades over 50 liquid global markets and 5 asset classes following a systematic process.
Latest Meeting Note
Meeting 21 Jun 2022
The research team at Kepler recently met with Jeff Gardner, Senior Portfolio Strategist. The fund has had a good start to the year, helped by tactical bets on equities, currencies and rates from the alpha book. We also had a full update ...
The research team at Kepler recently met with Jeff Gardner, Senior Portfolio Strategist. The fund has had a good start to the year, helped by tactical bets on equities, currencies and rates from the alpha book. We also had a full update on Bridgewater's core macro views, contact us for more information.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.3 | 0.1 | 0.5 | 0.4 | 0.5 | 0.1 | 0.6 | 0.9 | 0.0 | 0.6 | 0.5 | 0.6 | 0.6 | |
2022 | 0.9 | 0.2 | 0.3 | 0.0 | 0.1 | 0.3 | 0.4 | 0.9 | 0.8 | 0.3 | 0.9 | 0.9 | 0.2 |