Parvest Global Equity Absolute Return Strategy

Overview

Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor BNP Paribas Asset Management
Portfolio Manager Simon Roberts, Stewart Lambert
Fund Currency USD
Fund AUM $119.5m
Fund AUM (GBP) £90m
Fund AUM as of 30 July 2019
Fund Inception 29 January 2018
Fund Indices AH Market Neutral UCITS Index
Sub Index - Market Neutral Discretionary

Fund Objective

The investment objective is to provide positive absolute returns over the medium term regardless of market conditions. The fund aims to achieve its objective on a rolling 12 month basis through the investment in a global universe of equities where the manager believes the equities are mis-priced and offer an opportunity to generate a capital return for the sub-fund from both long and short investment positions. The basic principle is that the portfolio will look to create performance principally through alpha rather than beta. The Fund aims for returns of 1 month USD LIBOR +5% on a rolling annualized 3 year net of fees basis (institutional share class) with annualised volatility profile of between 4-8%.

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