Virtuoso UCITS Fund

Fund Info Research

Overview

Investment Objective

The fund aims to generate a positive return over long term irrespective of the market cycle. In order to pursue this objective the fund will gain a long exposure to companies that are assumed to be trading in the public market at a price below its intrinsic value while seek a short exposure on the companies considered to be trading at an expensive valuation.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2024 0.2 0.7 0.0 0.7 0.2 0.4 0.6 0.2 0.0 0.2 0.3 0.6 0.5
2023 1.0 0.1 0.6 0.2 0.3 0.2 0.6 1.0 0.3 1.0 0.4 0.5 1.0
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