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

9.47 %

1 Year rank in sector

38/129

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 414.7 m

FE Risk score

58

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.26 %9.06 %9.47 %9.06 %0 %
Sector0.58 %3.38 %6.42 %7.37 %18.67 %
Rank within sector35 / 14524 / 14138 / 12940 / 70 /
Quartile th1 st1 st2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund11.67 %-9.1 %5.01 %0 %0 %
Sector6.03 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector27 / 13194 / 10331 / 74 / /
Quartile th1 st4 th2 nd th th

Risk statistics

Alpha1.43
Beta0.71
Sharpe-0
Volatility6.61
Tracking error6.28
Information ratio0.08
R-Squared0.11

Price movement

52 week high11.093
52 week low9.7706
Current bid price0
Current offer price0
Current mid price10.936

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-