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ETF Hefboomstrategie
TER
0,55% p.a.
Distributiebeleid
Accumulerend
Replicatie
Synthetisch
Fondsgrootte
EUR 0 m
Startdatum
26 april 2018
Overzicht
Beschrijving
The Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc seeks to track the Scientific Beta Multi-Beta Multi-Strategy Managed Volatility L/S Equity Market Neutral (x 3.5) index. The Scientific Beta Multi-Beta Multi-Strategy Managed Volatility L/S Equity Market Neutral (x 3.5) index tracks the broad spectrum of developed country equity markets. Performance is made possible by a long exposure across 6 factors (size, value, momentum, low volatility, profitability and investment) and a short exposure to a broad market capitalization weighted benchmark index and a minimization of the overall beta of the stock market. The strategy involves a lever that boosts the upward and downward movements. Furthermore, the fund employs a partial hedging strategy to reduce volatility.
Grafiek
Basis
Data
| Index | Scientific Beta Multi-Beta Multi-Strategy Managed Volatility L/S Equity Market Neutral (x 3.5) |
| Investeringsfocus | Aandelen, Wereld, Alternatieve beleggingen |
| Fondsgrootte | EUR 0 m |
| Totale kostenratio (TER) | 0,55% p.a. |
| Replicatie | Synthetisch (Niet-gefinancierde swap) |
| Juridische structuur | ETF |
| Strategierisico | Leverage |
| Duurzaamheid | No |
| Valuta van het fonds | EUR |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in EUR) | 6,22% |
| Startdatum/Noteringsdatum | 26 april 2018 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Luxemburg |
| Fondsaanbieder | Amundi ETF |
| Fondsstructuur | Company With Variable Capital (SICAV) |
| UCITS-conformiteit | Yes |
| Administrateur | SGSS |
| Beleggingsadviseur | |
| Bewaarbank | SGSS |
| Revisiebedrijf | PWC |
| Einde belastingjaar | 31 december |
| Vertegenwoordiger van Zwitserland | Société Générale, Paris, Zweigniederlassung Zürich |
| Zwitserse uitbetalende instantie | Société Générale, Paris, Zweigniederlassung Zürich |
| Duitsland | Belasting intransparant |
| Zwitserland | Geen ESTV-rapportage |
| Oostenrijk | Niet-belastingplichtig fonds |
| UK | Geen UK-rapportage |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | Société Générale |
| Collateral manager | |
| Effectenlening | No |
| Tegenpartij die effecten uitleent |
Vergelijkbare ETF
Er zijn momenteel geen ETF die dezelfde index volgen of een identieke beleggingsfocus hebben als de Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc.
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Prestaties
Rendementsoverzicht
| YTD | -0,15% |
| 1 maand | +0,00% |
| 3 maanden | +0,43% |
| 6 maanden | -1,15% |
| 1 jaar | -3,06% |
| 3 jaar | - |
| 5 jaar | - |
| Since inception | - |
| 2024 | - |
| 2023 | - |
| 2022 | - |
| 2021 | - |
Maandelijks rendement in een heat map
Risico
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risico-overzicht
| Volatiliteit 1 jaar | 6,22% |
| Volatiliteit 3 jaar | - |
| Volatiliteit 5 jaar | - |
| Rendement/Risico 1 jaar | -0,49 |
| Rendement/Risico 3 jaar | - |
| Rendement/Risico 5 jaar | - |
| Maximaal waardedaling 1 jaar | - |
| Maximaal waardedaling 3 jaar | - |
| Maximaal waardedaling 5 jaar | - |
| Maximaal waardedaling sinds aanvang | - |
Voortschrijdende volatiliteit over 1 jaar
Beurs
Beursnoteringen
| Beursnotering | Handelsvaluta | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|
Meer informatie
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Veelgestelde vragen
What is the name of -?
The name of - is Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc.
What is the ticker of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc?
The primary ticker of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc is -.
What is the ISIN of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc?
The ISIN of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc is LU1810006863.
What are the costs of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc?
The total expense ratio (TER) of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc amounts to 0,55% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc paying dividends?
Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.
What's the fund size of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc?
The fund size of Lyxor Scientific Beta Developed Long/Short UCITS ETF - EUR-Acc is 0m Euro. See the following article for more information about the size of ETFs.
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.