UI – J8 Global Absolute Return UCITS

Investment Objective

The objective is long-term capital appreciation. It aims to offer attractive risk adjusted returns while maintaining low correlations to traditional and alternative investments in the long term. The Fund implements the J8 Global Absolute Return Strategy (J8 GARS). J8 GARS is a systematic CTA / risk-premia investment strategy. The strategy generates returns from momentum, carry, and value trades in fixed income, currency, and commodity (FICC) markets. The portfolio is risk-weighted and scaled to a target volatility. It does not trade equity markets. The uncorrelated return profile helps investors to diversify portfolio risk and smoothen long-term portfolio performance.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.2 0.1 0.0 0.8 0.1 0.5 0.3 0.6 0.6 0.3 0.1 0.4 0.2
2018 0.9 0.9 0.8 0.8 0.5 0.2 0.6 0.9 1.0 0.4 0.2 0.2 0.5

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.