Investment Objective
S14 Absolute Return is a sector focused co-managed market neutral equity long short fund. The investment objective of the fund is to achieve an absolute performance with low correlation to the equity markets, over a recommended minimum investment horizon of three years, mainly by taking equity positions, either directly or using financial contracts. The fund is exposed to capital loss risk, risks linked to the use of financial contracts, counterparty risk and to a lesser extent to liquidity risk and operational risk. The investment team deploys a sector expertise and a thorough analysis of companies valuation in order to identify their long term growth potential.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.8 | 0.4 | 0.8 | 0.5 | 0.4 | 0.7 | 0.4 | 0.1 | 0.7 | 0.2 | 0.8 | 0.9 | 0.5 | |
2022 | 0.9 | 0.3 | 0.4 | 0.7 | 0.1 | 0.6 | 0.3 | 0.4 | 0.4 | 0.1 | 0.6 | 0.4 | 0.1 |