AXA World Funds - Chorus Equity Market Neutral Strategy

Investment Objective

The fund deploys a market-neutral strategy composed of long and short positions. The strategy aims to identify overvalued, undervalued or mispriced equity using a set of proprietary ranking techniques. The universe of potential Indicators includes, but is not limited to, stock-price valuation, balance-sheet quality, analysts and investors’ sentiment, technical metrics (such as based on volume and past price movements), and supply and demand dynamics.

Performance

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

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.