IAM Black and White Innovation UCITS Fund

Investment Objective

The Fund’s investment objective is to generate superior risk-adjusted returns by seeking to identify investment opportunities that can generate alpha regardless of market direction. The research effort is focused on both traditional areas of TMT (technology, media and telecom) as well as adjacent non-TMT sectors where technology’s impact will enhance some business models through innovation or challenge others through disruption. The Fund will typically hold between 50-70 positions and exposures will generally range from 140%-200% gross and -25% to 25% net. The geographic exposure of the Fund will be primarily North America with modest exposure in Asia and Europe.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.8 0.2 0.6 0.1 0.1 0.2 0.9 0.2 0.8 0.9 0.3 0.2 0.3
2018 0.5 0.1 1.0 0.1 0.4 0.9 0.5 0.7 0.9 0.6 0.4 0.8 0.7

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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.