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BCV Systematic Premia Equity Opportunity EUR A

Ranked 43 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Patrick Dugué

Patrick Dugué is in charge of the equity quantitative investment team of BCV. Before joining BCV in 2009, he worked for various banks, asset management firms, and alternative fund managers in London. With more than 20 years of experience, he has managed a variety of equity (market-neutral, long-short and long-only) and forex investments. Mr. Dugué holds a MSc in actuarial science from the City University of London.

Martin Vlceck

Portfolio Manager Martin Vlcek has been involved in fund management since 2008 and has more than ten years of experience in his field. He holds a PhD in finance from the University of Zurich, a PhD from the Swiss Finance Institute and a Swisscanto certificate in pension funds. He also teaches behavioral finance at the Swiss Training Centre for Investment Professionals (AZEK).

Objective

The objective of the Subfund is to generate capital gains with a lower average level of volatility than equities.This is achieved by investing in various risk premium strategies using long/short equity positions to provide additional sources of performance and diversification compared to the traditional market. As its exposure to the market is reduced, the portfolio managers may add a directional component by taking complementary positions on the major global stock indices.

Showing fund performance in Netherlands View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 43/169 Total Return
  • Rank 39/169 Standard Deviation
  • Rank 61/169 Max Drawdown
Fund Name Currency Return
41 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.5%

42 Odey Swan I EUR EUR

4.5%

43 BCV Systematic Premia Equity Opportunity EUR A EUR

4.2%

44 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2%

45 LOYS-GLOBAL L/S INH.I EUR

4.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 2.0%
2017 1.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date16/05/2017
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1591670978

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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