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LOYS-GLOBAL L/S INH.I

Ranked 45 out of 174 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 Luxembourg View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 45/174 Total Return
  • Rank 28/174 Standard Deviation
  • Rank 5/174 Max Drawdown
Fund Name Currency Return
43 Ennismore European Smaller Companies EUR EUR

4.9%

44 LUX IM Pictet Future Trends DL Cap EUR EUR

4.1%

45 LOYS-GLOBAL L/S INH.I EUR

4.1%

46 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0%

47 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.8% -0.4%
2017 8.4% 2.9% 2.7% 1.1% 1.5%
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 size169Mn
  • 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).