Uni-Global - Alternative Equities Compass World


Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Unigestion SA
Portfolio Manager Xavier Marconnet
Fund Currency USD
Fund AUM $37.9m
Fund AUM (GBP) £28m
Fund AUM as of 30 August 2019
Max Gearing / Exposure Gross max 400%
Fund Inception 10 May 2016
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The Uni-Global — Alternative Equities Compass World offers investment opportunities in the world equity markets through a selection made by the manager based on qualitative criteria such as “Valuation”, “Momentum”, “Small Caps” or “Quality”, while relying on a long/short-type strategy to minimise equity market risk. The aim of the fund is to achieve a return of + 10% p.a. over a 3 year investment horizon with a volatility up to 10%.


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