H2O Fidelio

Overview

Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor H2O Asset Management
Fund Currency USD
Fund AUM $615.8m
Fund AUM (GBP) £466m
Fund AUM as of 31 January 2019
Fund Inception 25 October 2016
Fund Indices AH Market Neutral UCITS Index
Sub Index - Market Neutral Discretionary

Fund Objective

The Fund’s objective is to generate an absolute return of 5% annualised, over the recommended minimum investment period of three years. The Fund will pursue its investment objective by implementing pair-trades on global equity markets. Target long positions are those that are undervalued or attractive relative to short positions. The decision will be based on the analysis of information publicly available on companies (quantitative assessment), and the investment manager view (qualitative assessment).

Reference Index

USD LIBOR

Teaser@2x

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