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LOYS-GLOBAL L/S INH.I

Ranked 74 out of 169 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 strategy of the fund is categorized as long/short equity, long biased. The edge is based on identification and exploitation of misevaluated stocks on the international equity markets. Investment universe is not limited to countries/sectors; any stock exchange/traded company worldwide can be a potential investment. On the basis of a bottom-up analysis, the fund will trade equity that is significantly undervalued. A margin of safety is demanded. To reduce market risk, maximum draw downs and volatility, the long portfolio is hedged by short selling the most liquid country indices (e.g. DAX).

Showing fund performance in Luxembourg View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 74/169 Total Return
  • Rank 52/169 Standard Deviation
  • Rank 57/169 Max Drawdown
Fund Name Currency Return
73 PE-Invest 2 EUR

0.5%

74 LOYS-GLOBAL L/S INH.I EUR

0.4%

75 sentix Risk Return -A- R EUR

0.4%

76 UBI SICAV - Long/Short Euro I EUR

0.4%

Fund Name Currency Loss
55 BCV Systematic Premia Equity Opportunity EUR A EUR

-3.1%

56 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

-3.1%

57 LOYS-GLOBAL L/S INH.I EUR

-3.1%

58 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

-3.2%

59 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.8% -0.4% -2.4%
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 size208Mn
  • Base currencyEUR
  • ISIN LU0720542298

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • 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).