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

1.86 %

1 Year rank in sector

73/139

Sector

FO Absolute Return

Yield
-
Fund size

£ 173.5 m

FE Risk score

78

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.96 %1.87 %1.86 %1.69 %5.31 %
Sector0.3 %1.5 %2.53 %4.72 %9.59 %
Rank within sector32 / 15566 / 15073 / 13966 / 10343 / 69
Quartile th1 st2 nd3 rd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund2.51 %0.12 %-2.25 %1.28 %2.5 %
Sector2.6 %0.66 %0.69 %1.2 %3.58 %
Rank within sector74 / 14574 / 13089 / 11347 / 8842 / 72
Quartile th3 rd3 rd4 th3 rd3 rd

Risk statistics

Alpha-0.77
Beta0.69
Sharpe-0
Volatility1.95
Tracking error1.61
Information ratio-0.7
R-Squared0.4

Price movement

52 week high106.82
52 week low103.43
Current bid price0
Current offer price0
Current mid price106.61

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-