Uni-Global - Alternative Equities Compass World

Investment Objective

The Uni-Global — Alternative Equities Compass World offers investment opportunities in the world equity markets through a selection made by the manager based on qualitative criteria such as “Valuation”, “Momentum”, “Small Caps” or “Quality”, while relying on a long/short-type strategy to minimise equity market risk. The aim of the fund is to achieve a return of + 10% p.a. over a 3 year investment horizon with a volatility up to 10%.

Performance

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