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Exane Funds 1 - Exane Overdrive Fund A

Ranked 20 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Eric Lauri

Born in Cannes and presently based in Paris, Eric Lauri is a fund manager at Exane Asset Management. He manages the Exane Pleiade, Overdrive and Equity Select Europe funds dealing in European equities, using long only and long-short investment styles. He holds a Masters in Mathematics and a Bachelor in Economics from the Institute of Paris University and enjoys music outside of work.

Objective

The Sub-fund's investment objective is to deliver an absolute, constant return decorrelated from the financial markets by means of dynamic long/short equity investment management. The investment strategy is the long/short equity strategy. It consists of simultaneously managing a portfolio of long positions on companies judged to be undervalued and a portfolio of short positions on companies judged to be overvalued. Long positions are taken either via the direct purchase of equities, or using derivatives, traded over the counter or on the listed market such as swaps.

Showing fund performance in Lithuania View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018
  • Rank 20/73 Total Return
  • Rank 42/73 Standard Deviation
  • Rank 29/73 Max Drawdown
Fund Name Currency Loss
28 Candriam Alternative Eq Market Neutral Classic EUR

-2.8%

29 Exane Funds 1 - Exane Overdrive Fund A EUR

-3.1%

30 Alpha Amber Equity A EUR EUR

-3.1%

31 Duemme Beta Neutral I EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% 0.5% 2.0%
2017 1.1% 2.3% 1.5% -0.9% -1.8%
2016 7.7% 2.8% 1.6% 5.0% -1.8%
2015 14.0% 4.3% 3.3% 1.6% 4.2%
2014 6.3% 2.5% -0.2% 2.2% 1.8%
2013 -1.3% 4.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Groupama Entreprises I C 9.07%
Sumitomo Pa 0.000% 21-Aug-2018 4.09%
Bpce SA 0.000% 20-Aug-2018 4.09%
Unibail Rodamco SE 0.000% 30-Aug-2018 3.89%
C.M.P. 0.000% 17-Sep-2018 3.80%
Bnq Populaire Ri 0.000% 27-Aug-2018 3.80%
Credit Mutuel Arkea SA 0.000% 24-Aug-2018 3.80%
KBC Bank NV 0.000% 13-Aug-2018 3.80%
Caisse Federale du Credit Mutuel Nord Europe SA 0.000% 13-Aug-2018 3.80%
Caisse Regionale de Credit Agricole Mutuel Sud Rhone Alpes 0.000% 03-Aug-2018 3.80%
30/06/2018

Registered For Sale In

  1. France
  2. Italy
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date17/05/2013
  • Share Class size301Mn
  • Base currencyEUR
  • ISIN LU0923609035

Purchase Info

  • Min. initial investment125,000
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).