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. Bulko
since 16/07/2014
Fund objective
-
Benchmark
-
Investment style
Long/Short
Investment method
Equity

Quick stats

1 Year return

5.75 %

1 Year rank in sector

56/132

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 401.2 m

FE Risk score

53

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.17 %7.78 %5.75 %5.39 %0 %
Sector0.58 %3.15 %4.49 %6.21 %17.38 %
Rank within sector106 / 14122 / 14256 / 13251 / 79 /
Quartile th4 th1 st2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund8.47 %-9.1 %5.01 %0 %0 %
Sector4.75 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector33 / 13695 / 10734 / 86 / /
Quartile th1 st4 th2 nd th th

Risk statistics

Alpha1.31
Beta0.72
Sharpe-0
Volatility6.13
Tracking error5.77
Information ratio0.12
R-Squared0.13

Price movement

52 week high10.826
52 week low9.7706
Current bid price0
Current offer price0
Current mid price10.6229

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-