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BPI Global Invest Fd BPI Alt Fd Ibe Eq L/S Fd R

Ranked 119 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Pedro Maruny

Pedro Maruny joined BPI based in Porto, Portugal in 2006 where he is a portfolio manager responsible for managing the BPI Alt-Iberian EQ, the BPI Iberia D and the BPI Iberia L funds dealing in equities, using a long only strategy. Prior to joining BPI, he was a portfolio manager at BCP from 1995. Pedro graduated with a degree in Mathematics from the Evora University and lists swimming among his interests.

Paulo Oliveira


The Fund is essentially composed of two investment strategies. The first and main strategy consists of offering its participants access to a portfolio composed of Iberian shares ( shares emitted by companies with offices in Portugal and Spain - namely bonds with share subscription rights, bonds convertible into shares, warrants or any other type of securities which confirms the right for share subscription). The second strategy goal is to take advantage of clear and defined equity market tendencies. This strategy has a directional logic, taking advantage of the mid term market trends.

Showing fund performance in Cyprus View performance globally


Long/Short Equity over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -1.1%
2017 2.7% 2.2% -0.4% 0.3% 0.7%
2016 -1.9% 0.2% -3.2% -1.6% 2.8%
2015 6.2% 3.3% -0.8% 2.7% 0.9%
2014 7.2% 4.4% -0.5% 2.6% 0.6%
2013 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date31/07/2013
  • Share Class size70Mn
  • Base currencyEUR
  • ISIN LU0784438805

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0


  • Annual management2.00%

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