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ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Ranked 68 out of 75 in - Market Neutral over 3 months
All calculations are in EUR unless stated

Managed by

Tero Toivanen

Based in Zurich, partner and chief investment officer at ARTICO Partners since 2010, Tero Toivanen manages the ARTICO Global Small Cap, Global Core and Dynamic Flagship funds dealing in equities, using a long-only investment style. Originally from Finland, Tero graduated from the Helsinki University of Technology with an MSc in Computer Science and is a CFA Charterholder.

Objective

ARTICO Defensive Global Small Cap fund invests in the ARTICO Global Small Cap long-only fund and applies a hedging overlay effectively seeking to benefit from Artico's stock selection at significantly reduced market risk. A systematic hedging indicator is used to define the optimal market risk level. Accordingly, net market exposure is systematically adjusted in a tight range between 0% and 15%. The fund has no leverage. The fund is available in USD, CHF and EUR. The CHF and EUR classes are currency hedged share classes.

Showing fund performance in Malta View performance globally

Performance

Market Neutral over : 30/06/2018 - 30/09/2018
  • Rank 68/75 Total Return
  • Rank 31/75 Standard Deviation
  • Rank 65/75 Max Drawdown
Fund Name Currency Return
66 Man GLG European Equity Alternative DN EUR EUR

-3.2%

67 AC Adaptive Diversification 12 EUR A EUR

-3.6%

68 ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

69 Antecedo Strategic Invest EUR

-3.9%

70 Peacock European Alpha Builder UI I EUR

-4.5%

Fund Name Currency Risk
29 Exane Funds 1 - Exane Mercury Fund A EUR

2.0

30 pulse invest - ABSOLUTE_MM T EUR

2.1

31 ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

32 Man GLG European Equity Alternative DN EUR EUR

2.3

33 Exane Funds 1 - Templiers A EUR

2.3

Fund Name Currency Loss
63 Sequance C EUR

-3.5%

64 AC Adaptive Diversification 12 EUR A EUR

-3.6%

65 Indosuez Funds FII Euro Equity Opportunities I EUR

-3.8%

65 ARTICO DYNAMIC SIC - ARTICO Def Gl Small Cap EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

67 Antecedo Strategic Invest EUR

-3.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -2.1% -3.8%
2017 2.4% 4.9% -1.4% -1.4% 0.4%
2016 -6.9% -2.9% -1.4% -0.2% -2.5%
2015 -0.9% 0.4% 1.4% -2.9% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date12/11/2014
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN LU0638829332
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100
  • 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).