LYXOR/SANDLER US EQUITY SI2 GBP
A long short, US equity strategy with variable net and gross exposures.
ANNUAL MANAGEMENT CHARGE
Prices as at 06 Dec 2023.
Fund commentary last updated 03 Sep 2019.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||Targeted Absolute Return|
|Dividends paid||Accumulation units only|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||1%|
|Ongoing Charges Figure||1.2%|
Sandler does not quote a specific performance objective in terms of % return / volatility, instead reference is made to ‘capital appreciation with muted volatility and downside protection characteristics. The investment approach is fundamental stock picking with an awareness of the prevailing market conditions. The strategy aims to remain nimble and turnover can be high, with a view to dampening volatility and protecting on the downside. From the bottom-up perspective, the team stress fundamental analysis with an emphasis on revenue growth and ROIC. Valuation is important, both at the company and the sector level. They also pay attention to market action and technical factors, particularly in relation to the timing and sizing of positions. Top-down they seek to identify secular shifts for the long and short book, and pay attention to economic data developments on the ground and signals from credit markets. They invest in individual securities on both the long and short book. These may include stock specific options and customised baskets of stocks. The team do not employ a 'pairs' trading approach to investment.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning