Fact sheet: LO Fdmtl Eq LS

Fund information

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

Quick stats

1 Year return

5.76 %

1 Year rank in sector

45/124

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 401.7 m

FE Risk score

47

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.94 %6.5 %5.76 %7.93 %0 %
Sector0.45 %2.43 %4.2 %5.78 %16.96 %
Rank within sector22 / 13825 / 14045 / 12443 / 78 /
Quartile th1 st1 st2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund8.21 %-9.09 %5.26 %0 %0 %
Sector4 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector29 / 13697 / 10833 / 85 / /
Quartile th1 st4 th2 nd th th

Risk statistics

Alpha1.1
Beta0.7
Sharpe-0
Volatility5.95
Tracking error5.6
Information ratio0.08
R-Squared0.13

Price movement

52 week high10.6261
52 week low9.7976
Current bid price0
Current offer price0
Current mid price10.6261

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-