020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

CARDONA LLOYD HEDGE PORTFOLIO B EUR - Fund overview

No Bestinvest rating


Overview of CARDONA LLOYD HEDGE PORTFOLIO B EUR

Cardona Lloyd & Co provide a feeder fund into a fund of hedge funds and so avoid the exceptionally high minimum investment. This fund feeds into the La Fayette Holdings fund, managed by Andre Pierre Visser an experienced fund of hedge fund manager. This portfolio could be suitable for the more experienced and diversified investor seeking an absolute return vehicle that employs a number of strategies whilst aiming for low volatility.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 7,437.73p
Bid price(acc) 0.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 2.75%
Reduction in yield (10yr) 2.75%

Bestinvest says


No information available.

Portfolio

cardona lloyd hedge portfolio b eur asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 100%
Fund cash 0%

No data available.

No data available.

Investment process


Cardona Lloyd & Co take the view that financial professionals and the very wealthy enjoy investment opportunities that are not generally available to others. The group was created to bring such opportunities to a wider group of investors who, although sophisticated and wealthy, do not normally have access to them.
This access is derived by providing two feeder funds into two fund of hedge funds, managed by Lafayette. The "A" and "B" funds adopt different strategies and share classes. In this the "B" fund invests within Euros. The strategy adopted here is Global Hedged which, targets a steady return of 15-20% p.a. by investing primarily with US based managers. These managers derive their returns from global equity long/short investing, short term futures and options reading and specific market neutral strategies

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1