Lumyna - Sandbar Global Equity Market Neutral UCITS

Short-form Report, 29 Jan 2020

Fund Info Meeting Notes Research Peers ESG

Overview

Short-Form Report

Investment Objective

The investment objective of the Lumyna - Sandbar Global Equity Market Neutral UCITS Fund is to achieve capital appreciation through a global equity market neutral investment approach. The PM aims to use their proprietary fundamental investment models to identify undervalued equities that they would invest in and overvalued opportunities typically within the same sector to go short. The aim is to maintain a low net or market neutral portfolio that will exhibit low correlation to equity markets.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.8 0.6 0.8 0.7 0.4 0.2 0.2 0.2 0.2 0.2 0.3 0.9 0.7
2020 0.9 0.4 0.1 0.7 0.1 0.3 0.1 0.0 0.6 0.2 0.8 0.5 0.8
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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.