The Ucits equity fund AQC1 Algert Global Equity Neutral fund, launched by Aquila Capital and San Francisco-based investment manager Algert Global LLC, has earned a return of 4.94% from investors since the launch on 12 February 2018.
The fund applies a daily liquid, Ucits-compliant, market-neutral equity market strategy that now has a three-year live track record. The strategy is based on the 2005 launched Algert Global Equity Market Neutral fund.
The fund aims to generate a positive return with an annualised volatility of 6% to 8% regardless of the stock market performance, taking long and short positions. The strategy combines a thorough fundamental analysis with a rigorously focused, systematic investment approach. It uses a range of proprietary forecasting models while controlling systematic risks. In particular, it focuses on longer-term market signals, which are less well regarded by other investors and have more stable potential returns.
Algert Global has joined Aquila Capital’s AQC platform, which offers alternative Ucits strategies through its Luxembourg fund platform. The platform’s IT infrastructure, risk management and compliance and distribution services enable fund managers to focus fully on managing their liquid alternative investment strategy.
The fund is available to investors across different share classes.