Investment Objective
The fund seeks to achieve capital growth by investing in the principal assets traded and to outperform the benchmark. The management team makes discretionary investment choices based on economic/financial analyses. In order to achieve its management objective, the fund adopts a so-called "Market Neutral" management style, i.e. The Manager will take both long and short positions on equities simultaneously. Short positions are taken solely through derivative financial instruments. This management style makes it possible to maintain a limited net exposure to equity markets.
Reference Index
€STR
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.0 | 0.2 | 0.3 | 0.7 | 0.9 | 0.4 | 0.1 | 0.3 | 0.8 | 0.7 | 0.1 | 0.7 | 0.2 | |
| 2023 | 0.9 | 0.1 | 0.9 | 0.5 | 0.2 | 0.6 | 0.1 | 0.7 | 0.9 | 0.6 | 0.3 | 0.7 | 0.6 |
