Fund Strategy Equity Long / Short
Fund Geography Europe
Investment Advisor J. Safra Sarasin
Portfolio Manager Jason Lee
Fund Currency USD
Fund AUM $29m
Fund AUM (GBP) £21m
Fund AUM as of 31 August 2016
Max Gearing / Exposure Typical: -10% to +30% Maximum: -20% to +50%
Fund Inception 31 October 2014
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Fund’s investment objective is to seek maximum long-term capital appreciation commensurate with reasonable risk. The Fund has the flexibility to invest and trade in a wide range of securities.


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