Uni-Global - Absolute Return

Overview

Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Unigestion SA
Portfolio Manager Jean-Francois Clément
Fund Currency EUR
Fund AUM €20.7m
Fund AUM (GBP) £18m
Fund AUM as of 29 June 2018
Max Gearing / Exposure Gross max 500%
Fund Inception 20 October 2011
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

Uni-Global - Absolute Return is a defensive investment strategy which aims to achieve positive returns over the long term with low volatility. The fund is invested in international equities following an active approach based on risk management. The portfolio also uses an optional overlay in order to further reduce portfolio risk. Options are only used for hedging purposes, in order to protect the portfolio against downturns of the equity market and optimize the risk-adjusted performance. The aim of the fund is to achieve an annualized return of LIBOR +4% with a volatility up to 6%.

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