Montlake Perspective American Absolute Alpha UCITS Fund USD Institutional Class A Pooled
ISIN IE000CW87WZ8 / Valor null
Montlake Perspective American Absolute Alpha UCITS Fund USD Institutional Class A Pooled
UMushroom community rating:
General Objective
The investment objective of the fund is to seek a positive return in excess of the Secured Overnight Financing Rate (SOFR) over a three-year period.
Fund Exposure
To achieve its objective, the fund primarily invests on a long and short basis in equities, equity-related securities, and equity indices either directly or indirectly through the use of derivatives. The fund focuses on companies traded on North American markets or significantly active in North America, without any particular industry or sector focus.
Risks
The fund's investments in equities and derivatives expose it to market risks, including the potential for unlimited losses on short investments. Additionally, the use of leverage and derivatives may amplify losses and gains, leading to increased volatility in the fund's performance.
Source
https://www.montlakeucits.com/subfund/perspective-american-absolute-alpha-ucits-fund/
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
