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Lazard US Fundamental Alternative EA Acc EUR Hdg

Ranked 143 out of 178 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Objective

The Fund aims to achieve long-term capital growth by investing primarily in a diversified portfolio of equities and equity-related securities of or relating to companies that are domiciled, incorporated or listed in the US or which are not domiciled, incorporated or listed in the US but which derive significant sources of profit from or have close economic links with the US. The Fund will take long and/or synthetic short positions.

Showing fund performance in Cyprus View performance globally

Performance

Long/Short Equity over : 31/12/2017 - 31/03/2018
  • Rank 143/178 Total Return
  • Rank 145/178 Standard Deviation
  • Rank 153/178 Max Drawdown
Fund Name Currency Return
141 DNCA Invest Velador B EUR

-3.0%

142 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

143 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

144 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

-3.2%

145 Assenagon Substanz Europa I EUR

-3.3%

Fund Name Currency Risk
143 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

10.2

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

Currency exposure is hedged

Currency exposure is hedged

EUR

10.3

145 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

10.5

146 Kairos International Sicav - Pegasus UCITS P EUR EUR

10.7

147 Schroder GAIA Egerton Equity A Acc EUR EUR

10.8

Fund Name Currency Loss
151 Invesco Pan European Equity Long/Short Fund A-Acc EUR

-5.2%

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%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 3.6% 2.3% -0.2% 0.7% 0.7%
2016 -4.1% 0.2% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date28/01/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BYV0PM33
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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