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Finlabo Investments Sicav - Dynamic Equity R

Ranked 115 out of 172 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

This Sub-Fund aims to provide an absolute return over time in euro by investing mainly in equity, equity related securities and equity derivatives through long positions (including futures on indices and stocks).The Sub-Fund may secondarily invest in debt securities with a minimum rating of BB/Ba2. The Sub-Funds investment universe will, in terms of geographic scope, be focused on Europe, and in terms of currency, on Euro denominated securities, with no restriction in terms of economic sector. The Sub-Fund may secondarily invest in equity and debt securities issued by worldwide issuers and denominated in currencies other than Euro.

Showing fund performance in Cyprus View performance globally

Performance

Long/Short Equity over : 30/04/2017 - 30/04/2018
  • Rank 115/172 Total Return
  • Rank 70/172 Standard Deviation
  • Rank 64/172 Max Drawdown
Fund Name Currency Return
113 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

114 Artemis Pan European Absolute Return I EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

115 Finlabo Investments Sicav - Dynamic Equity R EUR

-0.9%

116 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

117 Finlabo Investments Sicav Dynamic US Equity P EUR

-0.9%

Fund Name Currency Risk
68 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

4.1

69 Alkimis Capital UCITS - Accumulazione EUR

4.1

70 Finlabo Investments Sicav - Dynamic Equity R EUR

4.1

70 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

72 Jupiter JGF Europa L EUR B Acc EUR

4.2

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3%
2017 4.5% 3.5% -1.0% 2.1% 0.0%
2016 3.3% 0.7% -3.5% 3.0% 3.3%
2015 9.1% 8.6% 1.1% -2.0% 1.4%
2014 0.7% 6.2% -1.9% -5.0% 1.6%
2013 23.0% 5.9% 1.5% 5.9% 8.1%
2012 6.1% 5.4% -4.0% -0.2% 5.1%
2011 -17.5% -5.2% -4.5% -3.4% -5.6%
2010 17.1% 7.0% 2.8% -1.6% 8.2%
2009 15.5% 4.9% 5.1% 7.1% -2.2%
2008 -8.7% 2.8% 5.9% -12.6% -4.1%
2007 5.0% 6.1% 8.3% -2.0% -6.7%
2006 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date24/07/2006
  • Share Class size54Mn
  • Base currencyEUR
  • ISIN LU0507282696

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).