UBAM Europe Market Neutral

Investment Objective

The fund seeks to grow capital and generate income by investing via two sub-strategies: one is picking stocks on the European stock market and the second one is hedging the equity exposure linked to the first strategy. The second strategy is calibrated to neutralize completely (if no active bet is implemented, i.e. neutral stance) the ex-ante equity exposure of the first strategy, which translates into an equity market neutral exposure at the fund level.

Performance

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