Fact sheet: LO Fdmtl Eq LS

Fund information

Fund name
LO Fundamental Equity Long/Short Seed (USD) PA
Fund company manager
Lombard Odier
Fund type
SIB
Fund manager(s)
S. Bulko
since 16/07/2014
Fund objective
-
Benchmark
-
Investment style
Long/Short
Investment method
Equity

Quick stats

1 Year return

7.86 %

1 Year rank in sector

38/130

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 405.3 m

FE Risk score

56

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.2 %10.39 %7.86 %9.36 %0 %
Sector0.71 %3.86 %5.31 %8.6 %17.8 %
Rank within sector13 / 13619 / 14238 / 13043 / 77 /
Quartile th1 st1 st2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund10.19 %-9.1 %5.01 %0 %0 %
Sector5.44 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector29 / 13393 / 10534 / 83 / /
Quartile th1 st4 th2 nd th th

Risk statistics

Alpha0.37
Beta0.67
Sharpe-0
Volatility6.28
Tracking error6
Information ratio-0.08
R-Squared0.11

Price movement

52 week high10.8856
52 week low9.7706
Current bid price0
Current offer price0
Current mid price10.7914

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-