Oyster Equity Premia Global

Investment Objective

The fund's objective is to provide investors with stable returns by investing in a systematic long/short portfolio of world equities. OYSTER Equity Premia Global aims to achieve a return of Libor +5% with a volatility target of max. 6% p.a., while maintaining a beta close to zero. Stock selection is based on a diversified set of 6 premia factors (value, momentum, quality, safety, size, management), with the goal of generating consistent performance independently of market conditions.

Reference Index

ICE LIBOR 3 Month USD

Performance

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

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