JL SMART EQUITY
The Fund’s objective is to outperform the STOXX ® Europe 600 Net Return (DR) by employing a systematic strategy which invests in the best-trending factors identified by our proven multi-factor trading methodology. The systematic quantitative trading approach employed removes human emotion from the investment process and allows for the simultaneous exploitation of numerous inefficiencies across many markets. Each factor is inspired by a fundamental idea and is exploited to extract a risk premium from the defined universe.
The recommended investment period is a minimum of 5 years. This Fund may not suit investors planning to withdraw their contribution within that period.
Performances as of :
| Net asset value | Daily return | Monthly return | YTD |
| 1 411.35 EUR | 1.74% | 1.74% | 14.96% |
Historical data:
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
| 2016 | -4.65% | -1.53% | 2.69% | 1.27% | 2.53% | -7.07% | 4.44% | 0.29% | 0.49% | -3.43% | 1.82% | 5.23% | 1.34% |
| 2017 | 2.62% | 0.54% | 1.99% | 3.11% | 2.03% | -2.60% | 0.61% | -1.52% | 4.72% | 3.41% | -2.07% | 0.99% | 14.42% |
| 2018 | 2.18% | -3.93% | -2.38% | 3.25% | 2.41% | -1.38% | 1.70% | -0.02% | -2.33% | -8.06% | -2.01% | -6.06% | -16.00% |
| 2019 | 8.29% | 3.06% | 0.68% | 6.26% | -5.81% | 3.11% | 0.32% | -1.74% | 2.28% | 0.47% | 3.27% | 2.68% | 24.56% |
| 2020 | -1.68% | -8.91% | -16.20% | 8.13% | 4.63% | 0.87% | 0.09% | 4.59% | -2.35% | -3.15% | 13.60% | 5.06% | 1.20% |
| 2021 | 1.60% | 4.94% | 5.98% | 12.99% |
Performances:
Referencing:
