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Lakefield UCITS-SICAV Swiss Equity L/S C EUR Cap

Ranked 118 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Vinicio Marsiaj

Objective

The Sub-funds objective is to achieve long-term capital appreciation through investments in equities, through both long as well as short positions (the latter being achieved through the use of financial derivative instruments). The investment universe notably includes equities of large cap companies that are admitted to or dealt in on Swiss stock exchanges and markets, that are regulated, operating regularly, recognised and open to the public, as well as equity derivatives, cash, and cash equivalents.

Showing fund performance in Singapore View performance globally

Performance

Long/Short Equity over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 4.9% 0.4%
2017 3.2% 2.8% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date01/02/2017
  • Share Class size06Mn
  • Base currencyCHF
  • ISIN LU1543686635

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

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