NOBC Europe Long/Short

An alternative approach focusing on the generation of alpha by avoiding market risk

The objective of NOAM Europe Long/Short is to offer a performance that is uncorrelated to changes in European equity markets and with annualised volatility that is half that of a typical equity fund (between 6% and 8%) and an annual performance objective of over 4%. Essentially concentrated on the theme of global growth, NOAM Europe Long/Short’s investment universe harbours a number of players with exposure to the latest international growth regions, not all of which are successful. The investment team aims to position the fund in both winners (long positions) and losers (short positions) to optimise the leverage effect, minimise the associated risk and offer performance regardless of the market configuration.



Why invest in NOAM Europe Long/Short?

  • to seize the numerous investment opportunities within a universe of more than 3,000 European mid-caps with very varied themes;
    • ;
  • to take advantage of performance divergences within a limited selection of companies while at the same time limiting the net exposure to equity market risk;

  • to obtain, over the medium term, a performance that is uncorrelated to the European equity markets.

    • Performances

    Calculate Performance :

    from to  
    Month to date 1 year (rolling) 5 years (rolling)
    -0,42% from 30/04/2012 to 14/05/2012 -5,12% from 13/05/2011 to 14/05/2012 There is no data matching the required period

    Characteristics

  • ISIN code (accumulation shares) : FR0010510453
    		•
  • Index: DJ Europe Stoxx Small 200
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  • Horizon: >5 years
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  • Manager: Franc Le Franc/Guillaume Laconi
    		•
  • Actual management fees: 1.75%
  • Entry/exit fees: 2.50%/0%
    		•
  • Subscription/redemption: up to 6pm.
    		•

    Documentation available

    Télécharger le doc produit Simplified prospectus Télécharger le doc produit Full prospectus  
    Télécharger le doc produit Quarterly Snapshot of 30/03/2012   See archives
    Télécharger le doc produit Presentation of 19/03/2012   See archives
    Télécharger le doc produit Présentation  

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    Past performances offer no guarantee for future results. Noncontractual information.