Fact sheet: Lyxor Investment AbsRtnMlAst

Fund information

Fund name
Lyxor Investment Absolute Return Multi Assets M Acc EUR
Fund company manager
Lyxor Asset Mgt
Fund type
SIB
Fund manager(s)
Florence Barjou
since 31/05/2010
Cédric Baron
since 31/05/2010
Fund objective
Lyxor QF Absolute Return Multi Assets Fund is an open-end fund incorporated in Luxembourg. The Fund's objective is to provide a net capital appreciation above EONIA over a 3 to 5 year horizon with an annual volatility lower than 3%. The Fund invests its assets in eligible assets, including but not limited to equities, bonds, and derivatives.
Benchmark
-
Investment style
Absolute Return,Flexible
Investment method
None

Quick stats

1 Year return

3.44 %

1 Year rank in sector

62/135

Sector

FO Absolute Return

Yield
-
Fund size

£ 178.7 m

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.09 %3.13 %3.44 %1.43 %5.18 %
Sector0.83 %1.37 %2.93 %4.42 %8.89 %
Rank within sector48 / 14633 / 14462 / 13568 / 10236 / 64
Quartile th2 nd1 st2 nd3 rd3 rd

Calendar performance

YTD-20182017201620152014
Fund0.91 %3.06 %0.12 %-2.25 %1.28 %
Sector0.66 %2.62 %0.66 %0.69 %1.2 %
Rank within sector50 / 14665 / 13472 / 11880 / 10244 / 81
Quartile th2 nd2 nd3 rd4 th3 rd

Risk statistics

Alpha-0.65
Beta0.72
Sharpe-0
Volatility2.03
Tracking error1.65
Information ratio-0.62
R-Squared0.39

Price movement

52 week high108.16
52 week low104.15
Current bid price0
Current offer price0
Current mid price108.16

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-