Kurse | Charts | Stammdaten | Kennzahlen | Aktion |
---|---|---|---|---|
Snapshot | Preischart | Daten + Gebühr | Performance | Portfolio |
Börsenplätze | Performance | Management | Volatilität | Watchlist |
Historisch | Benchmark | Dokumente | Sharpe Ratio | |
Rendite | Ratings |
Kurse
Charts
Stammdaten
Kennzahlen
Zu diesem Instrument liegen derzeit keine aktuellen Daten vor.
Nettoinventarwert (NAV)
1’131.25 EUR | -0.77 EUR | -0.07 % |
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Vortag | 1’132.02 EUR | Datum | 14.05.2024 |
Fundamentaldaten
Valor | |
ISIN | IE00BYSPZ870 |
Name | IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E EUR Acc Fonds |
Fondsgesellschaft | International Asset Management |
Aufgelegt in | Ireland |
Auflagedatum | 01.12.2015 |
Kategorie | Aktien Long/Short Sonstige |
Währung | EUR |
Volumen | 7’276’030.71 |
Depotbank | BNP Paribas S.A. Dublin Branch |
Zahlstelle | |
Fondsmanager | |
Geschäftsjahresende | 30.09. |
Berichtsstand | 11.07.2024 |
Anlagepolitik
So investiert der IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E EUR Acc Fonds: 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.
Zusammensetzung nach Instrumenten
Zusammensetzung nach Ländern
Zusammensetzung nach Holdings
Fonds Performance: IAM Investments ICAV - Incline Global Long/Short Equity UCITS Fund E EUR Acc Fonds
Performance 1 Jahr | 9.47 | |
Performance 2 Jahre | 17.76 | |
Performance 3 Jahre | -19.36 | |
Performance 5 Jahre | 6.16 | |
Performance 10 Jahre | - |
Konditionen
Ausgabeaufschlag | 0.00 % |
Verwaltungsgebühr | 1.00 % |
Depotbankgebühr | 0.00 % |
VL-fähig? | Nein |
Mindestanlage | 963’078.08 |
Ausschüttung | Thesaurierend |
Fondsgesellschaft
Name | International Asset Management Limited |
Postfach | 11A Regent Street |
PLZ | SW1Y 4LR |
Ort | London |
Land | |
Telefon | |
Fax | |
URL | http://www.iam.uk.com |