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

11.66 %

1 Year rank in sector

32/131

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 551.9 m

FE Risk score

60

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.95 %5.18 %11.66 %4.77 %0 %
Sector1.35 %3.58 %6.67 %8.04 %17.15 %
Rank within sector37 / 14044 / 14232 / 13150 / 73 /
Quartile th2 nd2 nd1 st3 rd th

Calendar performance

YTD-20182017201620152014
Fund0.53 %11.45 %-9.1 %5.01 %0 %
Sector1.05 %6.17 %-1.99 %2.66 %2.51 %
Rank within sector80 / 13232 / 13091 / 10031 / 72 /
Quartile th3 rd1 st4 th2 nd th

Risk statistics

Alpha0.63
Beta0.74
Sharpe-0
Volatility6.66
Tracking error6.32
Information ratio-0.02
R-Squared0.11

Price movement

52 week high11.093
52 week low9.7706
Current bid price0
Current offer price0
Current mid price10.9726

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-