A medium term momentum strategy which can take long and short positions across equities, fixed income, FX and commodities. That targets a return of Cash + 7 over a market cycle, with a volatility of 10%.
LIBOR Overnight USD
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.5 | 0.8 | 0.1 | 0.5 | 0.8 | 0.9 | 0.5 | 0.4 | 0.8 | 0.6 | 0.4 | 0.6 | 0.9 | |
| 2022 | 0.1 | 0.3 | 0.2 | 0.4 | 0.3 | 0.6 | 0.4 | 0.6 | 0.5 | 0.9 | 0.8 | 0.0 | 0.2 |
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Absolute Hedge is a market leading UCITS research database
providing proprietary research on funds, themes and strategies in the UCITS space.
Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts.
Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform
featuring a number of best-of-breed fund managers.
Kepler Partners is a corporate advisory and asset raising boutique
specialising in the regulated funds market in Europe and investment trusts in the UK.