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Finlabo Investments Sicav Dynamic US Equity P

Ranked 93 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

This Sub-Fund aims to provide capital appreciation over time in euro by investing mainly in: equity, equity related securities and equity derivatives through long. The Sub-Fund’s investment universe will, in terms of geographic scope, be focused on countries and markets included into the MSCI North America Index, and in related currencies, with no restriction in terms of economic sector. The Sub-Fund may secondarily invest in equity and debt securities issued by worldwide issuers and denominated in related currencies.

Showing fund performance in Chile 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 -4.0% -1.5% 0.2%
2017 1.3% -1.4% -3.5% 1.7% 4.8%
2016 6.7% -2.6% -3.1% 2.6% 10.1%
2015 -3.0% 6.2% -2.8% -2.0% -4.2%
2014 4.5% 0.8% 1.3% -1.2% 3.5%
2013 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date18/05/2010
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU0507282340

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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