DNCA Invest - Velador

Overview

Fund Strategy Equity Long / Short
Fund Geography Europe
Investment Advisor DNCA Finance Luxembourg
Portfolio Manager Mathieu Picard, Cyril Freu, Boris Bourdet, Wladimir Poux
Fund Currency EUR
Fund AUM €1.1b
Fund AUM (GBP) £990m
Fund AUM as of 30 June 2018
Fund Inception 18 May 2015
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The DNCA Invest Velador targets a regular performance with limited dependence on the markets’ direction, whilst keeping a modest level of volatility. With a target net exposure 0/+50% the fund seeks to outperform a composite benchmark index made up of 25% Eurostoxx 50 Net Return and 75% EONIA whilst maintaining a volatility below 8%. Fundamental financial analysis of European companies and their valuation levels are at the core of investment decisions. The managers seek European stocks likely to outperform either their sector-based indices or market indices. Performance is mainly based on the performance gap between the stocks selected and the sector-based or equity market futures sold against them.

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