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LOYS-GLOBAL L/S INH.I

Ranked 83 out of 181 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Ufuk Boydak

Ufuk Boydak, CFA is managing partner at LOYS AG based in Frankfurt. He joined the firm in 2009 and runs global and European equities, using blended and low volatility strategies.

Objective

The Fund invests worldwide in the Subfunds, without restriction in equities, bonds and profit participation certificates. The Subfund invests at least 60% of the net assets of the Subfund in equities. Unsecured equity exposure is a maximum of 60% of the subfund's assets. Investments in bonds with a rating worse than B- (S & P or Fitch) or B3 (Moody's) are not permitted. If there are several ratings for a bond, the worst rating is used.

Showing fund performance in Liechtenstein View performance globally

Performance

Long/Short Equity over : 31/05/2016 - 31/05/2017
  • Rank 83/181 Total Return
  • Rank 90/181 Standard Deviation
  • Rank 87/181 Max Drawdown
Fund Name Currency Loss
85 Schroder GAIA Egerton Equity A Acc EUR EUR

-3.6%

86 JPM US Opportunistic LS Equity C(perf)Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

87 LOYS-GLOBAL L/S INH.I EUR

-3.8%

88 TOSCA MICRO CAUCITS EUR Inst Acc EUR

-3.8%

89 Pictet-Japanese Equity Opportunities-I EUR EUR

-3.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.9%
2016 -2.3% 0.1% -3.3% 1.3% -0.4%
2015 9.2% 6.3% 1.7% -0.3% 1.3%
2014 5.3% 1.5% 4.6% 0.6% -1.5%
2013 15.7% 8.2% -0.9% 4.7% 3.0%
2012 -3.8% 4.7% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date03/01/2012
  • Share Class size84Mn
  • Base currencyEUR
  • ISIN LU0720542298

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Initial investment0

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