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ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Ranked 64 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Tero Toivanen

Based in Zurich, partner and chief investment officer at ARTICO Partners since 2010, Tero Toivanen manages the ARTICO Global Small Cap, Global Core and Dynamic Flagship funds dealing in equities, using a long-only investment style. Originally from Finland, Tero graduated from the Helsinki University of Technology with an MSc in Computer Science and is a CFA Charterholder.

Objective

ARTICO Defensive Global Small Cap fund invests in the ARTICO Global Small Cap long-only fund and applies a hedging overlay effectively seeking to benefit from Artico's stock selection at significantly reduced market risk. A systematic hedging indicator is used to define the optimal market risk level. Accordingly, net market exposure is systematically adjusted in a tight range between 0% and 15%. The fund has no leverage. The fund is available in USD, CHF and EUR. The CHF and EUR classes are currency hedged share classes.

Showing fund performance in Denmark View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018
  • Rank 64/73 Total Return
  • Rank 29/73 Standard Deviation
  • Rank 58/73 Max Drawdown
Fund Name Currency Return
62 Sequance C EUR

-5.5%

63 RAM (Lux) SF Long/Short Global Equities EH EUR

-5.9%

64 ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.3%

65 Cigogne UCITS - LS Arbitrage C1 EUR EUR

-6.4%

66 Mandelbrot Market Neutral Germany EUR

-8.6%

Fund Name Currency Risk
27 Laffitte Funds Laffitte Dynamic Strategies EUR-I EUR

3.0

28 RAM (Lux) SF Long/Short Global Equities EH EUR

3.1

29 RAM (Lux) SF-Long/Short European Equities B EUR

3.2

29 ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

31 BSF Americas Diversified Equity Abs Ret A2 EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

Fund Name Currency Loss
56 RAM (Lux) SF Long/Short Global Equities EH EUR

-6.7%

57 Memnon Market Neutral Fund R EUR EUR

-6.8%

58 ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.3%

59 Sequance C EUR

-7.4%

60 BlueMatrix A EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -2.1% -3.8%
2017 2.4% 4.9% -1.4% -1.4% 0.4%
2016 -6.9% -2.9% -1.4% -0.2% -2.5%
2015 -0.9% 0.4% 1.4% -2.9% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date12/11/2014
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN LU0638829332
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100
  • 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).