BNY Mellon Absolute Return Equity

Investment Objective

The fund takes a ‘pair trade’ approach, where each lead stock idea is paired with a hedge to help minimise unwanted risks. The market neutral outlook of the Fund places strict limits on net exposure and beta, which seeks to ensure the portfolio’s exposure to equity market direction is kept low. The Fund invests in companies primarily in Europe (including the UK and countries which may be considered emerging markets within Europe).

Reference Index

1M LIBOR

Performance

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

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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.