Investment Objective
Ossiam Equity Market Neutral Opportunities is a UCITS fund that employs a long-short strategy on global equity markets, aiming to deliver absolute returns with a market-neutral objective.
The strategy uses a systematic, quantitative process to select long and short positions based on a global signal that integrates traditional and proprietary risk factors, including ESG machine learning. The portfolio is constructed to maintain beta neutrality and risk controls, with quarterly rebalancing and a disciplined, repeatable investment process. The fund is suitable for professional investors seeking exposure to a diversified, market-neutral approach with robust risk management.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.7 | 0.1 | 0.1 | 0.3 | 0.7 | 0.3 | 0.5 | 0.1 | 0.3 | 0.4 | 0.6 | 0.2 | 0.7 | |
| 2024 | 0.2 | 0.4 | 0.4 | 0.6 | 0.7 | 0.3 | 0.4 | 0.7 | 0.8 | 0.4 | 0.2 | 1.0 | 0.9 |
