Longchamp Absolute Return

Investment Objective

The objective is to seek to deliver an annualized performance net of fees higher than that of EONIA capitalized +1% over the recommended investment period of 5 years minimum, through a highly convicted allocation and a dynamic portfolio management. The Fund seeks to deliver a stream of steady and uncorrelated returns (compared to that of traditional asset classes) through the selection of a limited number of absolute return funds with proven track records while providing diversification in terms of strategies (countries and/or sectors) as well as asset classes. The Fund also tolerates direct investments (limited to 20%) to strengthen the team’s tactical views. Fund selection process is based on a thorough quantitative and qualitative analysis performed by the investment team.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 1.0 0.1 0.0 0.2 0.8 0.0 0.0 1.0 0.3 0.2 0.3 0.3 0.6
2022 0.7 0.7 0.8 0.1 0.2 0.2 0.5 1.0 0.3 0.7 0.7 0.2 0.5

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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.