IAM Prentice Long/Short Equity UCITS Fund

Investment Objective

The fund implements a long/short equity strategy focused on the US consumer sector. Prentice seeks to produce strong risk-adjusted returns with little or no correlation to global equities by applying a fundamentally driven approach to companies that are lightly covered by sell-side research (typically mid caps). The portfolio is concentrated with the aim of generating alpha on both side of the book. Net exposure ranges from -10% to +30%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.0 0.7 0.8 0.8 0.2 0.4 0.3 0.5 0.8 0.5 0.6 0.3 0.0
2019 0.9 0.2 0.7 0.9 0.8 0.7 0.2 0.2 0.1 0.4 1.0 0.4 0.9

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