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Finlabo Investments Sicav Dynamic US Equity P

Ranked 41 out of 181 in - Long/Short Equity over 12 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.

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Performance

Long/Short Equity over : 31/03/2016 - 31/03/2017
  • Rank 41/181 Total Return
  • Rank 159/181 Standard Deviation
  • Rank 71/181 Max Drawdown
Fund Name Currency Loss
69 Exane Funds 2 - Exane Zephyr Fund A acc EUR

-3.1%

70 LFIS Vision UCITS- Equity Defender I EUR D EUR

-3.1%

71 Finlabo Investments Sicav Dynamic US Equity P EUR

-3.1%

72 LM MC Japan Abs Alpha A (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

72 Fonditalia Flexible Italy - R EUR

-3.1%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -1.4%
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).