The team believes it can extract excess returns by making asset allocation decisions across or within all major asset classes such as equities, fixed income, currencies and commodities. The fund targets an absolute return of the risk- free rate plus 5% after fees with a volatility target of 10%.
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.7 | 0.9 | 1.0 | 0.3 | 0.3 | 0.1 | 0.5 | 0.9 | 0.3 | 0.2 | 0.2 | 0.4 | 0.9 | |
| 2022 | 0.7 | 0.9 | 0.4 | 0.2 | 0.9 | 0.5 | 0.6 | 0.9 | 0.2 | 0.9 | 0.5 | 0.6 | 0.4 |
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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.