Investment Objective
The FERI Systematic Market Neutral Fonds is designed to generate market-independent returns with a focus on achieving the highest possible increase in value for its investors. This objective is pursued through a systematic market-neutral strategy. Its investment universe predominantly covers global equities, and the portfolio is constructed using a systematic evaluation of securities based on quantitative factors.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.2 | 0.3 | 0.9 | 0.6 | 0.8 | 0.8 | 0.6 | 0.7 | 0.2 | 0.3 | 0.8 | 0.4 | 0.5 | |
| 2024 | 0.6 | 0.6 | 0.2 | 0.5 | 0.3 | 0.5 | 0.2 | 0.3 | 0.8 | 1.0 | 0.2 | 0.9 | 0.9 |
