Algebris UCITS Funds plc - Algebris Financial Equity Fund B EUR Acc
Fund
ISIN IE00BTLJYM89 / Valor null
NAV (2025-02-12)
EUR 277.79+0.17%
Algebris UCITS Funds plc - Algebris Financial Equity Fund B EUR Acc
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General Objective
The Algebris Financial Equity Fund aims to achieve capital appreciation in the medium to long term primarily by taking long positions in shares of companies and financial derivative instruments in or related to the global financial services sector and to a lesser extent, the real estate sector.
Fund Exposure
The Fund is exposed to equities, equity-related securities, convertible securities, contingent convertible instruments, debt securities, real estate investment trusts, exchange traded notes, exchange traded funds, global and American depositary receipts, warrants, and rights. The Fund may also invest substantially in deposits during times of high market volatility and may take synthetic short positions in some circumstances.
Risks
Investors should be aware that the Fund may invest up to 50% of its NAV in emerging markets and may use currency hedging to minimize fluctuations in non-Euro currency investments. There is no guarantee that this hedging strategy will be successful. Additionally, the Fund is actively managed in reference to its Benchmark, which may result in deviations from the Benchmark's composition.