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Absolute Return Multi Asset 8 X-M EUR

Ranked 8 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 above EONIA rate plus 6% to 10% per annum over a 3 to 5 year horizon with an average level of annual volatility lower than 8%. The fund has an absolute return approach to generate a performance in most market environments. It will invest, based on a quantitative approach, in a diversified portfolio of very liquid instruments. The Sub-Fund seeks to achieve its objective by using a dynamic asset allocation process on a broad and diversified set of liquid asset classes. The Sub-Fund will invest in eligible assets, including but not limited to equities, bonds, derivative instruments such as (but not limited to) listed futures or securities linked notably to various equity indices and/or sovereign bonds and/or currencies, and/or commodities indices, currencies forward, index swap instruments, interest rate swap instruments, Exchange Traded Funds, UCIs, and money market instruments

Showing fund performance in Luxembourg View performance globally

Performance

Absolute Return EUR over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2%
2017 12.0% 3.3% 0.5% 2.8% 4.9%
2016 2.3% 0.6% 3.5% 0.3% -2.1%
2015 -4.7% 5.1% -4.2% -4.6% -0.9%
2014 5.2% 0.8% 3.5% -0.7% 1.6%
2013 8.7% 4.7% -0.9% 1.7% 3.0%
2012 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Singapore
  8. Sweden
  9. Switzerland

Fund Info

  • Launch date09/08/2012
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0812611480

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment1

Charges

  • Annual management1.35%
  • Initial investment0

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