- Advertisement -
- Advertisement -

Related

Salus Alpha Equity Hedged upp 6.20% hittills i år

Industry Report

- Advertisement -

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

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

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

Latest Articles

Rising Adoption of Quantitative Investment Strategies Among Nordic Investors

From a high-level perspective, there is a clear trend of increasing adoption of quantitative investment strategies (QIS) among Nordic institutional investors, either through the...

EU Plans Stress Test for Hedge Funds and Non-Bank Firms

European regulators are planning a stress test to identify vulnerabilities beyond the traditional banking sector, focusing on less regulated entities such as hedge funds,...

ALCUR Fonder Continues Hiring Spree

Following two earlier additions this year, ALCUR Fonder continues to expand its portfolio management team at a notable pace. The Stockholm-based hedge fund boutique...

Nordic Private Markets Modernize with Data-Centric Trade Lifecycle Automation

By Anders Stengaard Jensen at Indus Valley Partner: In recent years, asset managers in Nordic countries have accelerated efforts to modernize trade operations, particularly...

Norwegian Hedge Fund Industry Sees Major Boost with New Launch

The Swedish and Danish hedge fund industries remain closely matched in size, with Denmark recently edging ahead of Sweden. While still less than half...

Atlant Funds Hold Up in May Despite Mistimed Market Call

Macroeconomic and market forecasts are notoriously difficult, even for experienced hedge fund managers. What matters more than being right, however, is ensuring that incorrect...

Allocator Interviews

In-Depth: High Yield

Voices

Request for Proposal

- Advertisement -
HedgeNordic
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.