Montlake Perspective American Extended Alpha UCITS Fund GBP Institutional Founder Class Pooled Acc header image

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.

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Source

https://www.montlakeucits.com/subfund/perspective-american-extended-alpha-ucits-fund/

Tags:
s&p 500 north america long short

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OTHER SHARE CLASSES OF THIS FUND

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
starstarstarstarstar

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
starstarstarstarstar

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
starstarstarstarstar

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
starstarstarstarstar

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.86%USD 137.01