MontLake AlphaQuest UCITS

Investment Objective

The AlphaQuest UCITS Fund's investment objective is to seek capital appreciation over the long term.The AlphaQuest UCITS Fund invests, on a long and/or short basis, in a globally diversified futures portfolio representing the major asset classes of equities, fixed income and currencies. The AlphaQuest UCITS Fund also gains exposure to commodities, on a long and/or short basis, through the use of structured financial instruments (“SFIs”). The AlphaQuest UCITS Fund targets, over the medium term, a realized volatility in the range of 10%-12%, in order to adhere to the UCITS investment restrictions.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 1.0 0.4 0.6 0.4 0.6 0.5 0.2 0.4 0.5 0.6 0.2 0.5 1.0
2018 0.8 0.4 0.6 1.0 0.6 0.8 1.0 0.1 0.8 0.3 0.9 0.3 0.9

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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.