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Finlabo Investments Sicav Dynamic US Equity P

Ranked 136 out of 180 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Objective

This Sub-Fund aims to provide capital appreciation over time in euro by investing mainly in: equity, equity related securities and equity derivatives through long. The Sub-Fund’s investment universe will, in terms of geographic scope, be focused on countries and markets included into the MSCI North America Index, and in related currencies, 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 related currencies.

Showing fund performance in Cyprus View performance globally

Performance

Long/Short Equity over : 30/03/2018 - 30/06/2018
  • Rank 136/180 Total Return
  • Rank 141/180 Standard Deviation
  • Rank 113/180 Max Drawdown
Fund Name Currency Return
134 LM MC Japan Abs Alpha M (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

134 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

136 Finlabo Investments Sicav Dynamic US Equity P EUR

-1.5%

137 Schroder ISF European Alpha Abs Return C Acc EUR

-1.6%

138 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

Fund Name Currency Loss
112 LM MC Japan Abs Alpha M (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

113 Finlabo Investments Sicav Dynamic US Equity P EUR

-1.9%

114 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

115 Polar Capital UK Absolute Equity I EUR EUR

-2.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% -1.5%
2017 1.3% -1.4% -3.5% 1.7% 4.8%
2016 6.7% -2.6% -3.1% 2.6% 10.1%
2015 -3.0% 6.2% -2.8% -2.0% -4.2%
2014 4.5% 0.8% 1.3% -1.2% 3.5%
2013 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date18/05/2010
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU0507282340

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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