Moneta Long Short
See Equity Differently
NAV
166.59 €
Performance YTDsince 01/01/2019
+2.7 %
AUM
627 M€
Risk level
4/7

Value at 20/02/2019
Moneta Long Short is a European Long Short Equity Fund. Its objective is to outperform the composite benchmark: 40% Stoxx Europe 600 Net Return + 60% Eonia, with little correlation to equities over the long term and with lower volatility than the Stoxx Europe 600 NR index, over the recommended investment period.
The quarterly view
recorded the 09/01/2019
Evolution of Moneta Long Short A
Past performances are not a reliable indicator of future performance. The fund and NR Index are capitalized. The fund performance is calculated net of any fees. For more information, including the risks involved, please refer to the prospectus and KIID document.
Compared performances
Data at 20/02/2019 | YTD | 1 year | 3 years | 5 years | 10 years | Inception* | Annualized |
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Moneta Long Short (A) |
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Benchmark |
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Stoxx Europe 600 (Net Return) |
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Performance
Characteristics
Legal form: | Ucits funds |
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AMF classification: | Ucits |
Inception date: | 21/12/2006 |
Valuation: | Daily |
Currency: | EUR |
Recommended investment period: | 5 years |
Custodian: | CACEIS Bank |
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Fund administrator: | CACEIS Fund Administration |
ISIN code: | FR0010400762 |
Risk level: | 4 of 7 |
PEA eligibility: | No |
Download documents
Regulatory documents
Brochures
Fees
Subscription fees: | 1,5% max |
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Exit fees: | 0% |
Fixed management fees: | 1,50% (incl. taxes) |
Variable management fees*: | 20% (incl. taxes) |
Commissions of movement: | None |