Investment Objective
Systematic Dispersion Fund is an open-ended fund incorporated in Germany. The Fund's objective is to provide exposure to a dispersion strategy on the US market. The Fund invests in Euro-denominated government bonds as well a total return swap linked to a dispersion index, aiming to profit from differences in Index and Single Stock volatility. This Fund is classified as Article 8 of SFDR.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.2 | 0.7 | 0.0 | 0.7 | 0.4 | 0.8 | 0.4 | 0.5 | 0.3 | 0.6 | 0.3 | 0.6 | 0.9 | |
| 2022 | 0.1 | 1.0 | 0.3 | 0.4 | 0.3 | 0.1 | 0.5 | 0.4 | 0.1 | 0.1 | 1.0 | 0.5 | 0.3 |
