IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E USD Acc

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Storico dei rendimenti31/12/2021
Crescita di 1000 (EUR) Grafico Interattivo
IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E USD Acc
Fondo1,8-15,026,129,3-6,7
+/-Cat.0,4-10,317,824,7-17,9
+/-Ind.-7,1-10,2-2,822,6-34,3
 
Sintesi
NAV
14/01/2022
 USD 1453,571
Var.Ultima Quotazione -0,20%
Categoria Morningstar™ Azionari Long/Short Internazionale
Categoria Assogestioni -
Isin IE00BYSPZ763
Fund Size (Mil)
14/01/2022
 USD 102,24
Share Class Size (Mil)
01/07/2016
 USD 12,95
Entrata (max) -
Spese correnti
01/07/2021
  1,58%
Obiettivo d'Investimento Dichiarato: IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E USD Acc
The fund follows a global long/short equity strategy. The investment manager focuses on investments that fit its proprietary analytical frameworks based on historical pattern recognition in conjunction with identifying sector and macro trends that lead to deep bottom-up company-specific research. The company research follows a disciplined 3-phase investment checklist. Long positions are taken in companies with secular tailwinds, that are deemed to provide growth at a reasonable price (GARP) and that are managed by high quality CEOs / management teams with a track record of creating shareholder value and expertise in capital allocation. Long positions typically have a 12-24 month time horizon. Short positions are taken in sectors and/or companies facing headwinds. Short positions are typically held for 3-12 months and provide the opportunity to position the portfolio defensively and benefit from certain events.
Rendimenti % (EUR)
Rendimenti % (EUR)14/01/2022
YTD-0,68
3-Anni Ann.ti12,79
5-Anni Ann.ti5,05
10-Anni Ann.ti-
Gestione
Nome del Gestore
Inizio Gestione
-
-
Data di Partenza
01/12/2015
Pubblicità
Indice
Benchmark DichiaratoIndice di Categoria Morningstar
Not BenchmarkedMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNon specifico
ComponentNon specifico
AltroNon specifico
Primary Objective
ConservazioneNo
GrowthSi
RedditoNo
HedgingNo
AltroNon specifico
Composizione del Fondo  IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E USD Acc-
Morningstar Style Box®
Stile Azionario
Asset Allocation
  % Lunga% Corta% Netta
Prime 5 Regioni%
Dati Non Disponibili
Primi 5 Settori%
Dati Non Disponibili
Primi 5 TitoliSettore%
Dati Non Disponibili
IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E USD Acc

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