Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LFIS Vision UCITS- Equity Defender I Dis EUR

Ranked 128 out of 169 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 investment objective of the Sub-Fund is to provide investors with an asymmetric exposure tothe 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).

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 1.5% -0.4%
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. Belgium
  2. France
  3. Luxembourg
  4. Spain

Fund Info

  • Launch date21/04/2015
  • Share Class size87Mn
  • Base currencyEUR
  • ISIN LU1214486026

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment1,000

Charges

  • Annual management0.50%
  • Initial investment0.00%

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