This Sub-Fund aims to provide an absolute return over time in euro by investing mainly in equity, equity related securities and equity derivatives through long positions (including futures on indices and stocks). The Sub-Fund may secondarily invest in debt securities with a minimum rating of BB/Ba2.
The Sub-Fund’s investment universe will, in terms of geographic scope, be focused on Europe, and in terms of currency, on Euro denominated securities, with no restriction in terms of economic sector.
The Sub-Fund may secondarily invest in equity and debt securities issued by worldwide issuers and denominated in currencies other than Euro. In order to meet the investment objective of the Sub-Fund set out above, the Sub-Fund may also invest up to 10% of its total net assets in units of UCITS and/or other undertakings for collective investment including Exchange Traded Funds (ETFs), qualifying as UCITS or respectively UCIs, as per the meaning of articles 41 (1) e) and 46 of the 2010 Law.
Información sobre el fondo de inversión Finlabo Inv Dynamic Equity
El fondo Finlabo Inv Dynamic Equity, con ISIN, LU0507282852 de la gestora Casa4Funds SA se sitúa en la posición 27 entre los 56 fondos de la categoría Alt - Long/Short RV Europa a 12 meses. Su rentabilidad a este plazo es del 4,90% con una volatilidad del 5,01%. Los gastos corrientes del fondo representan un 1,90% del patrimonio del fondo, que asciende a 256.333.639 EUR a fecha de 14 de December de 2017.