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LFPartners Inv Funds-Global Strategy A EUR

Ranked 28 out of 50 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Objective

The Funds objective is to seek consistent long-term capital appreciation. The Investment Objective is to seek exposure to different regulated financial markets; different industries on an opportunistic approach by employing a dual strategy using futures contracts with main underlying being major World indices, ETFs relating to commodities and a currency trading. The Global Strategy Fund will offer investors the possibility to invest in a portfolio mainly composed of Exchange Traded Funds (ETFs) and Financial Derivative Instruments (FDIs).

Showing fund performance in Ireland View performance globally

Performance

Managed Futures over : 31/05/2017 - 31/05/2018
  • Rank 28/50 Total Return
  • Rank 10/50 Standard Deviation
  • Rank 8/50 Max Drawdown
Fund Name Currency Return
26 Echiquier QME EUR

-3.4%

27 FTC Futures Fund Classic B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

28 LFPartners Inv Funds-Global Strategy A EUR EUR

-3.5%

29 Allianz Multi Asset Long/Short - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

30 Planetarium Fund Anthilia Grey A EUR

-4.1%

Fund Name Currency Loss
6 HSBC Sector Rotation EUR

-3.7%

7 Fort Global UCITS Contrarian B EUR EUR

-3.9%

8 LFPartners Inv Funds-Global Strategy A EUR EUR

-4.4%

8 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

10 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2%
2017 4.5% 3.9% 1.4% 0.6% -1.3%
2016 -2.0% -3.3% -2.7% 3.4% 0.7%
2015 -4.0% 2.2% -1.4% -2.9% -2.0%
2014 6.0% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date06/06/2014
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU1065907880

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

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