7IM Absolute Return Portfolio

Investment Objective

The investment objective of the 7IM Absolute Return Portfolio is to provide a positive capital return over a 12 month period, regardless of market conditions, with a low level of realised volatility. The investment process focuses on identifying the drivers of risks and returns and is not constrained to investing in traditional asset classes. The Investment Manager has freedom to allocate to any asset class, driven by where it perceives attractive risk-return trade-offs over the time horizon of any investment.

Reference Index

3 Month LIBOR +2%

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.7 0.0 1.0 0.9 0.7 0.2 0.7 0.4 0.8 0.1 0.7 0.9 0.3
2019 0.6 0.4 0.5 0.6 0.8 0.8 0.7 0.4 0.3 0.7 0.2 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.