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Absolute Return Multi Asset 3 I EUR

Ranked 17 out of 40 in - Absolute Return EUR over 12 months
All calculations are in EUR unless stated

Managed by

Florence Barjou

French-born Florence Barjou is head of multi-asset investments at Lyxor Asset Management based in Paris. She has been with the firm since 2006 and was previously a senior economist at BNP Paribas. Florence manages the Lyxor ARMA, ARMA 8 and Lyxor Planet multi asset funds using a rules based top down macro investment style. She graduated with a PhD in economics from the University of Paris X and an MA from the University of Paris IX. Outside of fund management, Florence enjoys music and the theatre.

Pierre Hereil

Olivier Malteste

Objective

The Fund's investment objective is to provide a net capital appreciation (taking into account all fees and expenses attributable to the Fund) above EONIA or the equivalent money market rate in the relevant currency of the Class of Shares, over a 3 to 5 year horizon with a level of annual volatility lower than 3%. The Fund has an absolute return approach to generate a performance in most market environments. It will invest in a diversified portfolio of very liquid instruments.

Showing fund performance in Luxembourg View performance globally

Performance

Absolute Return EUR over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -0.1%
2017 3.9% 1.1% 0.2% 0.9% 1.6%
2016 1.0% 0.3% 1.2% 0.2% -0.7%
2015 -1.5% 2.2% -1.7% -1.6% -0.4%
2014 2.0% 0.2% 1.3% -0.3% 0.7%
2013 3.3% 1.7% -0.3% 0.7% 1.2%
2012 2.8% 1.4% -0.4% 0.8% 1.1%
2011 2.0% -0.2% 1.0% 0.5% 0.7%
2010 2.5% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date31/05/2010
  • Share Class size74Mn
  • Base currencyEUR
  • ISIN LU0513741008

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment1

Charges

  • Annual management0.40%
  • Initial investment0.00%

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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).