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LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Ranked 23 out of 171 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Steve Bulko

Objective

The Sub-Fund aims to generate long-term capital growth. It takes long and short exposure to stocks issued by companies that are incorporated or exercise a prominent part of their business activity in developed markets, as well as in cash. The Investment Manager implements its strategy by investing in companies that it believes to be undervalued and by using derivative instruments to seek negative exposure to companies that it believes to be overvalued.

Showing fund performance in Latvia View performance globally

Performance

Long/Short Equity over : 31/05/2017 - 31/05/2018
  • Rank 23/171 Total Return
  • Rank 117/171 Standard Deviation
  • Rank 37/171 Max Drawdown
Fund Name Currency Return
21 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.1%

22 LF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

9.0%

23 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9%

24 Pictet-Japanese Equity Opportunities-I EUR EUR

8.7%

25 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

8.3%

Fund Name Currency Risk
115 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

6.7

115 Schroder ISF QEP Global Value Plus EUR A Acc EUR

6.7

117 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7

118 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7

119 Melchior Sel Trust Europ Enh Abs Ret I1 EUR Acc EUR

6.8

Fund Name Currency Loss
35 Hedge Invest Principia EUR FOF EUR

-2.2%

36 Rhenman Healthcare Equity L/S I1 EUR C EUR

-2.3%

37 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

37 Prosper Stars & Stripes I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

39 CS (Lux) Multi-Advisor Equity Alpha Fund FBH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.8%
2017 9.7% 0.4% 2.3% 4.1% 2.6%
2016 -9.8% -6.4% -1.5% 0.4% -2.6%
2015 5.3% 4.8% 1.4% -2.2% 1.3%
2014 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date16/06/2014
  • Share Class size35Mn
  • Base currencyEUR
  • ISIN LU1076438180
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.6

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