Investment Objective
H2O Vivace is an absolute return strategy managed with an annual ex-post volatility target comprised between 12% and 20% over the recommended investment horizon of four-five years.The Fund’s objective is to outperform the daily compounded Eonia rate by applying a management style that will establish strategic and tactical positions, as well as arbitrages on all equity, interest rate and international currency markets.
Reference Index
Eonia
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.4 | 0.3 | 0.2 | 0.1 | 0.8 | 0.2 | 0.2 | 0.1 | 0.8 | 0.9 | 0.9 | 0.5 | 0.4 | |
2022 | 1.0 | 0.7 | 0.8 | 0.4 | 0.7 | 0.0 | 0.8 | 0.4 | 1.0 | 0.2 | 0.4 | 0.6 | 0.6 |