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Salus Alpha Equity Hedged upp 6.20% hittills i år

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Stockholm (HedgeFonder.nu) – Salus Alpha Equity Hedged hade en avkastning på +6.20% under året hittills per den 25/7, och är därmed bättre än S&P 500 index med 0,69%.

På 12 månaders rullande avkastning är alfa-bidraget till avkastningen från Salus Alpha Equity Hedged 8% jämfört med S&P 500 och fondens rullande 12-månaders beta är för närvarande -0,16. Detta innebär att under de senaste 12 månaderna, hade fonden en avkastning på 8% till följd av aktiv förvaltning (s.k. alfa).

Avkastningen i fonden slog HFRX Equity Hedge Index med 14,48%. Salus Alpha Equity Hedged har förnärvarande 40% exponering till Long Bias, 23% till Market Neutral, 7% till Long / Short Variabel Bias, och 30% till Short Bias.

Hedgefonden är en s.k. “Enhanced Index Tracker”, och följer det börsnoterade LSX – Long / Short Equity Index. LSX är ett Multi Manager – Long / Short Equity Index som investerar i 10 till 30 globala hedgefonder som specialiserat sig på aktiestrategier. Sedan 1997 har indexet gett en avkastning på ca 16% per år med en volatilitet på ca 3% per år.

Salus Alpha Equity Hedged ger exponering mot aktiemarknaden till en lägre risk och korrelation än traditionella fonder. Fonden har daglig likviditet. Fonden är tillgänglig i PPM som den enda hedgefonden inom lång / kort, aktier.

 

Bild: (C) SergeyIT—Fotolia.com

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Alex
Alex
Alexis Åkesson / Redaktör på HedgeFonder.nu Alex has been specializing in hedge fund and alternative investment news since April 2006. The Gothenburg based journalist has been editor for HedgeCo Networks since 2006 and writing for for Creative Volatility from 2006 - 2011. She writes and contributes to several hedgefund related blogs and news sites. Since 2011 Alex is editor for HedgeFonder.nu

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