Lyxor / Sandler US Equity

Investment Objective

The Lyxor / Sandler US Equity Fund aims to achieve capital appreciation with muted volatility and downside protection characteristics. The Fund focuses on finding secular growth businesses (long) and secularly challenged businesses (short). The strategy typically has a net long bias, but may at times be run market neutral or slightly net short.

Reference Index

S&P 500

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.9 0.9 0.4 0.0 0.0 0.1 0.9 0.6 0.1 0.6 0.2 0.1 0.1
2017 0.3 1.0 0.5 0.3 0.3 0.7 0.4 0.7 0.0 0.6 0.7 0.8 0.1

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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.