LFIS Vision UCITS Perspective Strategy

Investment Objective

The Fund seeks, over a medium-term horizon, an annualised performance (after deduction of all fees and expenses charged to the Fund) of at least EONIA +4%. The main contributors to the risk and remuneration of the Fund are investment strategies linked to traditional asset classes, including European equity indices and the credit spreads of European corporates These strategies are implemented using liquid, index based derivatives instruments Diversifying investment strategies complete the Fund’s allocation and seek to generate additional performance while having a low or negative correlation to the strategies mentioned above.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 1.0 0.4 0.9 0.7 0.2 0.4 1.0 0.6 0.8 0.6 0.9 0.8 0.0
2018 0.7 0.8 1.0 0.6 0.3 0.2 0.1 0.5 0.6 0.4 0.5 0.1 0.4

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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.