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LOYS-GLOBAL L/S INH.I

Ranked 52 out of 133 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 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 Switzerland View performance globally

Performance

Long/Short Equity over : 30/09/2015 - 30/09/2018
  • Rank 52/133 Total Return
  • Rank 39/133 Standard Deviation
  • Rank 11/133 Max Drawdown
Fund Name Currency Return
50 Kairos International Sicav - Italia P EUR

6.6%

51 Silver Time LOQ Eqty Europe Patrimoine S EUR C EUR

6.6%

52 LOYS-GLOBAL L/S INH.I EUR

6.2%

53 Janus Henderson UK Absolute Return I EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

5.9%

54 DNB Fund ECO Absolute Return A EUR EUR

5.8%

Fund Name Currency Loss
9 Alkimis Capital UCITS - Accumulazione EUR

-3.7%

10 Moneta Long Short A EUR

-3.8%

11 LOYS-GLOBAL L/S INH.I EUR

-3.8%

12 Janus Henderson European Abs Return I Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

13 Trium Blackwall Europe L/S G EUR EUR

-4.0%

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).