U Access (IRL) Trend Macro

Investment Objective

The fund is a discretionary global macro fund that seeks to identify and capitalize on fundamental trends in currencies, interest rates, credit and equity in both developed and emerging markets. Typically, the portfolio is comprised of 10 to 30 investment themes, with an average holding period of one to three months. The Fund primarily trades fixed income, foreign exchange, equity indices, credit indices, sovereign credit and related derivatives across all liquid markets. The fund does not trade individual equities, individual credits without significant government ownership, or physical commodities for speculative purposes. Generally, trades are diversified by geography and asset type, as well as by “risk on” versus “risk off” with the goal of capital appreciation regardless of market direction and with little or no correlation to a broad range of indices

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 1.0 0.6 0.4 0.5 0.7 0.2 0.8 0.7 0.8 0.3 0.9 0.5 0.9
2018 0.3 0.2 0.8 0.8 0.3 0.6 0.9 0.0 0.8 0.7 0.4 0.7 0.8

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.