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)
Cédric Baron
since 31/05/2010
Florence Barjou
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

2.84 %

1 Year rank in sector

67/139

Sector

FO Absolute Return

Yield
-
Fund size

£ 178.4 m

FE Risk score

80

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.13 %1.35 %2.84 %1.01 %4.69 %
Sector-0.28 %0.57 %2.67 %4.16 %8.93 %
Rank within sector53 / 14955 / 14767 / 13970 / 10340 / 67
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund2.8 %0.12 %-2.25 %1.28 %2.5 %
Sector2.48 %0.66 %0.69 %1.2 %3.58 %
Rank within sector65 / 13974 / 12384 / 10747 / 8539 / 67
Quartile th2 nd3 rd4 th3 rd3 rd

Risk statistics

Alpha-0.73
Beta0.72
Sharpe-0
Volatility2.04
Tracking error1.65
Information ratio-0.63
R-Squared0.4

Price movement

52 week high107.35
52 week low103.79
Current bid price0
Current offer price0
Current mid price106.91

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-