Montlake Perspective American Extended Alpha UCITS Fund GBP Institutional Founder Class Pooled Acc
Fund
ISIN IE0009SUNTT2 / Valor null
NAV (2025-01-15)
GBP 136.74+1.39%
Montlake Perspective American Extended Alpha UCITS Fund GBP Institutional Founder Class Pooled Acc
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General Objective
The investment objective of the fund is to achieve long-term capital growth.
Fund Exposure
The fund primarily invests in equities, equity-related securities, and equity indices on a long and short basis. It focuses on companies traded on North American markets or significantly active in North America, without any particular industry or sector focus. The fund may also invest in companies incorporated outside of North America, up to 25% of its net asset value.
Risks
The fund's investments in equities and derivatives expose it to market fluctuations, with the potential for unlimited losses on short positions. Additionally, the fund's use of leverage may amplify losses. Investors with a short-term investment horizon of less than 5 years may not find this fund suitable.
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class Pooled Acc
Annual Return
-50%0%+50%
Risk level
110
1.76%EUR 141.22
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Founder Class Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Founder Class Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Founder Class Pooled Acc
Annual Return
-50%0%+50%
Risk level
110
1.87%USD 137.81
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Class A Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Class A Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Class A Pooled Acc
Annual Return
-50%0%+50%
Risk level
110
1.75%EUR 111.72
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class H Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class H Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class H Pooled Acc
Annual Return
-50%0%+50%
Risk level
110
1.76%EUR 142,947.11
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Class A Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Class A Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Class A Pooled Acc