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Finlabo Investments Sicav Dynamic US Equity P

Ranked 160 out of 178 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 : 31/12/2017 - 31/03/2018
  • Rank 160/178 Total Return
  • Rank 130/178 Standard Deviation
  • Rank 154/178 Max Drawdown
Fund Name Currency Risk
128 TM Sanditon European Select F Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

8.4

129 Tages Anavon Global Equity L/S Ucits S EUR Cap EUR

8.4

130 Finlabo Investments Sicav Dynamic US Equity P EUR

8.6

131 Planetarium Fund Anthilia Red A EUR

8.6

132 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2

Fund Name Currency Loss
152 Polar Capital UK Absolute Equity I EUR EUR

-5.2%

153 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.3%

154 Finlabo Investments Sicav Dynamic US Equity P EUR

-5.3%

155 DB Platinum Ivory Optimal R1C-E EUR

-5.4%

156 Candriam Dynamix Syst Long Short Equity I Cap EUR EUR

-5.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0%
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).