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

Ranked 105 out of 169 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 : 31/08/2017 - 31/08/2018
  • Rank 105/169 Total Return
  • Rank 102/169 Standard Deviation
  • Rank 90/169 Max Drawdown
Fund Name Currency Return
103 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

-0.6%

104 DNB Fund TMT Absolute Return A EUR EUR

-0.6%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

106 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

107 THEAM Quant- Equity Europe Income Defensive C EUR EUR

-1.0%

Fund Name Currency Risk
100 Candriam Abs Rtn Syst Long Short Equity I Cap EUR EUR

6.5

101 BANOR SICAV Italy Long Short Equity R EUR

6.5

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

Currency exposure is hedged

Currency exposure is hedged

EUR

6.5

103 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

6.6

104 Schroder GAIA Egerton Equity A Acc EUR EUR

6.6

104 Prosper Stars & Stripes I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.6

Fund Name Currency Loss
88 UNI-GLOBAL Absolute Return SA-EUR EUR

-4.1%

89 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

-4.2%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

91 Fonditalia Flexible Italy - R EUR

-4.2%

92 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

-4.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.8% -4.2%
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 size50Mn
  • Base currencyEUR
  • ISIN LU1076438180
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment1.60%

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