H2O Fidelio

Investment Objective

The Fund’s objective is to generate an absolute return of 5% annualised, over the recommended minimum investment period of three years. The Fund will pursue its investment objective by implementing pair-trades on global equity markets. Target long positions are those that are undervalued or attractive relative to short positions. The decision will be based on the analysis of information publicly available on companies (quantitative assessment), and the investment manager view (qualitative assessment).

Reference Index

USD LIBOR

Performance

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

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
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.