MontLake - Kingswood Defensive Alpha Absolute Return UCITS

Investment Objective

Kingswood Defensive Alpha (“KDA”) is a UCITS fund of funds, investing in liquid alternative UCITS funds with the goal of providing access to best of breed hedge fund UCITS managers and a return stream that is defensive and uncorrelated to equity and fixed income positions for investors. The fund’s objective is to produce an absolute return target of cash +4-5% after fees with a minimisation of capital drawdown.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.4 0.9 0.9 0.3 0.7 0.4 0.1 0.9 0.8 0.7 0.5 0.8 0.5
2019 0.1 0.4 0.7 0.9 0.0 0.1 0.0 0.4 0.7 0.1 0.4 0.5 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.