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Lazard US Fundamental Alternative EA Acc EUR Hdg

Ranked 134 out of 180 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 : 30/03/2018 - 30/06/2018
  • Rank 134/180 Total Return
  • Rank 9/180 Standard Deviation
  • Rank 96/180 Max Drawdown
Fund Name Currency Return
132 Anima Alto Potenziale Italia A EUR

-1.5%

133 Allianz Discovery Europe Strategy - A - EUR EUR

-1.5%

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%

Fund Name Currency Loss
95 Allianz Discovery Europe Strategy - A - EUR EUR

-1.5%

96 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

97 ABN AMRO Total Return Global Equities C EUR

-1.5%

98 BSF Global Long/Short Equity D2 EUR EUR

-1.5%

98 BSF European Absolute Return A2 EUR EUR

-1.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% -1.5%
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).