Exane Funds 1 Exane Overdrive Fund ARegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 31/03/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | 14,4 | -3,2 | -0,1 | 5,1 | 5,3 | |
+/-Cat | 15,3 | -5,2 | 1,6 | 3,3 | 3,3 | |
+/-Ind | 10,7 | -5,7 | 12,9 | -2,1 | 3,8 | |
Categoría: Alternativo Market Neutral - RV EUR | ||||||
Benchmark de la Categoría: Morningstar EU Cau Gbl Tgt ... |
Estadística Rápida | ||
VL 25/04/2024 | EUR 16779,97 | |
Cambio del día | -0,46% | |
Categoría Morningstar™ | Alternativo Market Neutral - RV EUR | |
ISIN | LU0923609035 | |
Patrimonio (Mil) 25/04/2024 | EUR 92,72 | |
Patrimonio Clase (Mil) 25/04/2024 | EUR 58,15 | |
Comisión Máx. Suscripción | 5,00% | |
Gastos Corrientes 01/02/2024 | 2,21% |
Objetivo de inversión: Exane Funds 1 Exane Overdrive Fund A |
The Sub-fund's investment objective is to deliver an absolute, constant return decorrelated from the financial markets by means of dynamic “long/short equity” investment management. The investment strategy is the “long/short equity” strategy. It consists of simultaneously managing a portfolio of long positions on companies judged to be undervalued and a portfolio of short positions on companies judged to be overvalued. Long positions are taken either via the direct purchase of equities, or using derivatives, traded over the counter or on the listed market such as swaps, CFDs (Contract For Difference) or forward contracts that can provide exposure on long position for a value, a sector or a general index. The target gross exposure of the long portfolio evolves between 150% and 200% of the Sub-fund’s net assets. |
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Eric Lauri 17/05/2013 | ||
Creación del fondo 17/05/2013 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
Sin benchmark | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
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Qué posee el fondo Exane Funds 1 Exane Overdrive Fund A | - |
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