LFIS Vision UCITS - Premia

Investment Objective

The investment objective of the Fund is to seek stable returns with a low correlation to traditional markets and a target annualized volatility between 5% and 10%, under normal market conditions. The Fund implements an investment policy seeking to capture premia linked to several risk / style factors across different asset classes including (i) “academic” premia such as value, medium-term momentum, short-term reversal, low-risk and asset-class beta (ii) “liquidity/carry” premia and (iii) “implied” premia such as value and carry.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.6 0.0 0.2 0.7 0.1 0.6 0.7 0.1 0.6 0.3 0.8 0.2 0.8
2017 0.3 0.5 0.7 0.1 0.9 0.1 0.8 0.0 0.8 0.7 0.8 0.6 0.2

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.