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Swiss Life Funds (LUX) Equity Global Long/Short I

Ranked 90 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Franziska Kurtz

Objective

The objective of the Sub-Fund is to achieve long term capital growth by investing in and/or being exposed to a mix of smart beta and alternatively-weighted strategies on the main international equity markets. The Sub-Fund eliminates at least 90% of its equity market exposure by taking synthetic short positions in derivative instruments. The corresponding investments may take the form of equity securities, UCITS and/or UCIs, or derivative instruments.

Showing fund performance in Denmark View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 90/169 Total Return
  • Rank 1/169 Standard Deviation
  • Rank 2/169 Max Drawdown
Fund Name Currency Return
88 Mediolanum BB Long Short Strategy Collection LA EUR

0.8%

89 Smith & Williamson Enterprise F EUR

0.8%

90 Swiss Life Funds (LUX) Equity Global Long/Short I EUR

0.6%

91 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

92 Quantology Smart I EUR

0.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -0.4%
2017 1.1% 0.0% 0.8% -0.1% 0.3%
2016 -2.2% 0.0% -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date27/01/2016
  • Share Class size47Mn
  • Base currencyEUR
  • ISIN LU1341172739

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.00%

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