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LFIS Vision UCITS- Equity Defender I Dis EUR

Ranked 126 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the Fund is to provide investors with an asymmetric exposure to the performance of the equity markets of the eurozone. The Fund seeks to capture a significant portion of the positive performance of the eurozone equity markets (the objective is to capture 2/3 of the upward trends of eurozone equity markets) while reducing exposure to negative performance of the eurozone equity markets (the objective is to capture 1/3 of the downward trends of eurozone equity markets). the Fund will implement an investment strategy focusing on two main sub-strategies: - core equity exposure which seeks to capture the performance of major large capitalisation stocks of the eurozone (the "Core Equity Allocation")

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 126/173 Total Return
  • Rank 143/173 Standard Deviation
  • Rank 140/173 Max Drawdown
Fund Name Currency Return
124 Alternative Beta - Absolute Return fund EUR

-1.6%

125 UNI-GLOBAL Absolute Return SA-EUR EUR

-1.7%

126 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

-1.9%

127 Edmond de Rothschild Fund-Europe Flexible A EUR EUR

-1.9%

128 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

Fund Name Currency Risk
141 Rivoli Equity Fund EUR

7.8

142 Odey Giano European R EUR Acc EUR

7.8

143 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

7.9

144 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

7.9

145 Planetarium Fund Anthilia Red A EUR

8.0

Fund Name Currency Loss
138 Artemis Pan European Absolute Return I EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.5%

139 Lemanik Sicav Adwise Long/Short Cap Ret EUR EUR

-6.5%

140 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

-6.6%

141 RBR European Long Short (LUX) P EUR EUR

-6.6%

142 Lamartine Performance EUR

-6.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 6.0% 4.6% 0.4% 3.1% -2.0%
2016 0.7% -4.8% -1.9% 1.9% 5.9%
2015 -5.8% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date21/04/2015
  • Share Class size86Mn
  • Base currencyEUR
  • ISIN LU1214486026

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100,000

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).