Investment Objective
Atlas is a market neutral UCITS fund that aims to deliver positive, uncorrelated returns in all market conditions. The fund will take long positions in companies deemed to be fundamentally attractive with the potential for share price appreciation and short positions in companies with negative fundamentals whose shares the manager expects to depreciate. There will be a balance between long and short positions, resulting in a typically market neutral position (±10%).
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.9 | 0.9 | 0.7 | 1.0 | 0.5 | 0.1 | 0.3 | 0.6 | 0.4 | 0.7 | 0.3 | 0.3 | 0.5 | |
| 2023 | 0.6 | 0.3 | 0.2 | 0.6 | 0.2 | 0.1 | 0.0 | 0.4 | 0.2 | 0.2 | 1.0 | 0.8 | 0.2 |
