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LFIS Vision UCITS- Equity Defender I EUR D

Ranked 32 out of 185 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 : 31/10/2016 - 31/10/2017
  • Rank 32/185 Total Return
  • Rank 149/185 Standard Deviation
  • Rank 105/185 Max Drawdown
Fund Name Currency Loss
103 BANOR SICAV North America Long Short Equity R EUR EUR

-2.8%

104 Union Pea Long Short C EUR

-2.8%

105 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

105 LFIS Vision UCITS- Equity Defender I EUR D EUR

-2.8%

107 Henderson European Absolute Return I Acc EUR EUR

-2.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 0.4% 3.1%
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 size92Mn
  • 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).