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LOYS-GLOBAL L/S INH.I

Ranked 40 out of 134 in - Long/Short Equity over 36 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 Switzerland View performance globally

Performance

Long/Short Equity over : 31/07/2015 - 31/07/2018
  • Rank 40/134 Total Return
  • Rank 32/134 Standard Deviation
  • Rank 10/134 Max Drawdown
Fund Name Currency Risk
30 UNI-GLOBAL Absolute Return SA-EUR EUR

4.0

31 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

32 LOYS-GLOBAL L/S INH.I EUR

4.1

33 Fonditalia Flexible Emerging Markets - R EUR

4.1

34 Fonditalia Flexible Italy - R EUR

4.1

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 size206Mn
  • 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).