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Leveraged Capital Holdings Directional strategies

Directional strategies
Change in NAV (25/04/2017)
207.63 EUR
Self  Managed–IE00BN575W33–
Self Managed
The identity of the managers presented in this document may change during the life of the product.
Risk and reward profile (1)
1234567
207.63 EUR
Change in NAV (25/04/2017)
4
1234567
Risk and reward profile
Recommended holding period
Change in NAV (25/04/2017)
207.63 EUR
Risk and reward profile
1234567
Recommended holding period
Self Managed  
 
The identity of the managers presented in this document may change during the life of the product.
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Investment objective

The investment objective of Leveraged Capital Holdings ("LCH") is the appreciation in capital. LCH seeks to achieve its objective through gaining exposure to Underlying Funds whose strategies are wide ranging but are predominantly concentrated in equity strategies, both long and short and macro strategies. Their objective may include investment in equities, foreign exchange, debt, bonds, options, futures and other derivatives, whether listed or unlisted and quoted or unquoted, predominantly in the United States, but also outside the United States.

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Change in NAV

Chart – Base 100 (25/04/2017)
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You are about to download the historical data for a portfolio. Please note that past performance is not an indication of future performance and it may vary over time. They may be affected, for example, by changes in exchange rates


Performance

Performance A-EUR Cumulative performance Annualised performance
Since 01/01/2017 0.28 %  
1 Year 0.09 % 0.09 %
3 Year -10.37 % -3.50 %
5 year 5.36 % 1.04 %
Since inception 54.31 % 3.33 %
Performance A-EUR Since 01/01/2017 1 Year 3 Year 5 year Since inception
Cumulative performance 0.28 % 0.09 % -10.37 % 5.36 % 54.31 %
Annualised performance 0.09 % -3.50 % 1.04 % 3.33 %


Fund information

Inception Date (Fund)
30/11/1969
Inception Date (Part)
31/01/2004
Legal form
PLC
Currency (fund)
USD
Currency (share class)
EUR
Distribution Policy
Accumulation and/or Distribution
Valuation frequency
Daily
Minimum initial investment
1 Share
ISIN Code
IE00BN575W33
Regulatory authority
CBI
Management company
-
Incorporation
Ireland
Maximum management fee
1,500 %
Current management fee
1.500 %
Performance fee
3,000 %

Fund documentation

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(1) The rating grades the funds on a scale from 1 to 7. This rating system is based on the average fluctuations of the net asset value over the past five years. It corresponds to the variation range of the portfolio upwards and downwards. If the net asset value is less than 5 years old, the rating is determined by other regulatory calculation methods. Historical data such as those used to calculate the rating may not be a reliable indication of the future risk profile. The current category is neither a guarantee nor an objective. Category 1 does not signify a risk-free investment.

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