U Access IRL Bain Capital Global Equity LS Sustainable UCITS

Investment Objective

The investment objective of the Fund is to seek to achieve consistent, positive absolute returns over a market cycle, typically a three to four year period, with moderate correlation to global public equity markets while reducing the market risk of the portfolio through targeted short exposure and tactical hedging. The Portfolio Manager utilizes a fundamental long/short equity strategy and will generally invest in the consumer (discretionary and staples), financial (including banks, asset managers, insurance,brokerage, fintech/global payment companies), healthcare (pharmaceuticals and biotechnology) and technology (software, internet), media and telecom sectors, without any specific geographical allocation.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.5 0.1 0.7 0.3 0.8 0.8 0.8 0.5 0.7 0.7 0.4 0.2 0.6
2020 0.0 0.8 0.7 0.5 0.8 0.8 0.6 0.2 0.4 0.6 0.0 0.6 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.