Oyster Equity Premia Europe

Investment Objective

he fund's objective is to provide investors with stable returns by investing in a systematic long/short portfolio of European equities. OYSTER Equity Premia Europe aims to achieve a return of Libor +5% with a volatility target of max. 6% p.a., while maintaining a beta close to zero. Stock selection is based on a diversified set of 6 premia factors (value, momentum, quality, safety, size, management), with the goal of generating consistent performance independently of market conditions.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.9 0.5 0.4 0.6 0.7 0.2 0.4 0.4 0.7 0.9 0.2 0.3 0.6
2017 0.2 0.3 0.9 0.3 0.5 1.0 0.6 0.3 0.8 0.5 0.4 0.8 0.4

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.