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LFPartners Inv Funds-Global Strategy A EUR

Ranked 40 out of 53 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).

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Performance

Managed Futures over : 31/08/2017 - 31/08/2018
  • Rank 40/53 Total Return
  • Rank 11/53 Standard Deviation
  • Rank 18/53 Max Drawdown
Fund Name Currency Return
38 Fulcrum Multi Asset Trend C EUR EUR

-4.3%

39 AQR Managed Futures UCITS B Acc EUR EUR

-4.3%

40 LFPartners Inv Funds-Global Strategy A EUR EUR

-4.3%

41 Tages Rotella Ucits A EUR EUR

-4.7%

42 PIMCO GIS TRENDS Mgd Fut Strat E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

Fund Name Currency Risk
9 HSBC Sector Rotation EUR

4.7

10 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

11 LFPartners Inv Funds-Global Strategy A EUR EUR

4.9

12 Man AHL TargetRisk D H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.2

12 Indosuez Funds Navigator G Cap EUR

5.2

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -0.6%
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 size03Mn
  • Base currencyEUR
  • ISIN LU1065907880

Purchase Info

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

Charges

  • Annual management2.00%
  • 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).