DNCA Invest - Velador

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.1 0.3 0.7 0.8 0.7 0.9 0.7 0.9 0.3 0.0 0.3 0.4 0.6
2017 0.6 0.8 0.4 0.6 0.9 0.1 0.6 0.9 0.5 0.7 0.7 0.7 0.2

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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.