Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Absolute Return Multi Asset 8 I (EUR)

Ranked 14 out of 17 in - Absolute Return EUR over 12 months
All calculations are in GBP unless stated

Managed by

Florence Barjou

French-born Florence Barjou is head of multi-asset investments at Lyxor Asset Management based in Paris. She has been with the firm since 2006 and was previously a senior economist at BNP Paribas. Florence manages the Lyxor ARMA, ARMA 8 and Lyxor Planet multi asset funds using a rules based top down macro investment style. She graduated with a PhD in economics from the University of Paris X and an MA from the University of Paris IX. Outside of fund management, Florence enjoys music and the theatre.

Pierre Hereil

Olivier Malteste

Objective

The Sub-Fund's investment objective is to provide a net capital appreciation (taking into account all fees and expenses attributable to the Sub-Fund) above EONIA or the equivalent money market rate in the relevant currency of the Class of Shares, over a 3 to 5 year horizon with a level of annual volatility lower than 8%. The Sub-Fund has an absolute return approach to generate a performance in most market environments. It will invest in a diversified portfolio of very liquid instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.1%
2018 -10.7% -5.2% 1.4% 0.4% -7.4%
2017 17.1% 3.5% 3.4% 3.4% 5.9%
2016 19.4% 8.5% 8.5% 4.6% -3.0%
2015 -8.9% -1.8% -6.0% -0.7% -0.7%
2014 -1.1% 0.3% 0.4% -3.2% 1.4%
2013 12.2% 9.4% 0.3% -0.5% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date26/10/2012
  • Share Class size80Mn
  • Base currencyEUR
  • ISIN LU0812609666

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment1

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).