Atlant Sharp Europe

Atlant Fonder AB

Strategy Description

Atlant Sharp Europe is an actively-managed hedge fund employing equity-related derivative strategies on the EuroStoxx50 Index. The derivative strategies are supplemented by investments in Nordic and European corporate bonds, as well as medium-term notes. Atlant Sharp Europe’s objective is to generate returns that systematically exceed the 3-month Euribor interest rate and outperform the EuroStoxx50 at least 8 out of 10 years.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment -
AUM1M SEK
Inception DateOct 2015
Management Fee1.50%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanyAtlant Fonder AB
AddressSkomakaregatan 13
Lund, 223 50
Phone046-39 39 69
E-mail[email protected]
Websitewww.atlantfonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2018 2.69 -4.26 -2.16 4.52 -1.68 -0.62 3.06 -4.22 -0.34 -5.76 -2.32 -1.78 -12.62
2017 -2.51 2.59 5.85 3.36 0.84 -3.12 -0.16 -1.46 6.52 2.46 -4.40 -2.51 6.98
2016 -10.00 -1.05 1.01 0.80 0.93 -1.40 1.80 1.10 0.00 0.60 -1.50 8.00 -0.61
2015 4.20 0.70 -9.40 -4.93

Portfolio Managers

     
No data filled

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -19.32% 3 19 12/2015 09/2017
2 -18.56% 14 0 11/2017 -
3 - - - - -
4 - - - - -
5 - - - - -

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return-3.30%-1.93%-1.12%-0.28%-0.20%
% Positive0.00%16.67%25.00%37.50%44.44%
Avg. Pos. Period - 3.06%3.42%3.54%2.88%
Avg. Neg. Period-3.29%-2.88%-2.57%-2.49%-2.70%
Sharpe Ratio-6.46-2.33-1.23-0.23-0.14
Sortino Ratio-3.07-2.12-1.45-0.42-0.28
Monthly Volatility1.76%2.81%3.01%3.33%3.51%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 8.00%-10.00%-0.25%-0.16%-1.78%46.15%
3 Months 12.24%-19.32%-0.84%0.54%-9.58%54.05%
6 Months 19.17%-17.27%0.24%0.51%-11.05%58.82%
1 Year 22.11%-16.62%3.73%3.32%-12.62%53.57%
2 Years 21.32%-6.52%9.67%10.83%-6.52%87.50%
3 Years -2.32%-14.30%-8.84%-9.37%-7.10%0.00%
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Strategy Description

Atlant Sharp Europe is an actively-managed hedge fund employing equity-related derivative strategies on the EuroStoxx50 Index. The derivative strategies are supplemented by investments in Nordic and European corporate bonds, as well as medium-term notes. Atlant Sharp Europe’s objective is to generate returns that systematically exceed the 3-month Euribor interest rate and outperform the EuroStoxx50 at least 8 out of 10 years.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment -
AUM1M SEK
Inception DateOct 2015
Management Fee1.50%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanyAtlant Fonder AB
AddressSkomakaregatan 13
Lund, 223 50
Phone046-39 39 69
E-mail[email protected]
Websitewww.atlantfonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2018 2.69 -4.26 -2.16 4.52 -1.68 -0.62 3.06 -4.22 -0.34 -5.76 -2.32 -1.78 -12.62
2017 -2.51 2.59 5.85 3.36 0.84 -3.12 -0.16 -1.46 6.52 2.46 -4.40 -2.51 6.98
2016 -10.00 -1.05 1.01 0.80 0.93 -1.40 1.80 1.10 0.00 0.60 -1.50 8.00 -0.61
2015 4.20 0.70 -9.40 -4.93

Portfolio Managers

     
No data filled

Return Statistics

Last Month Return -
3 Month Return -9.58%
Year to Date Return -12.62%
12 Month Return -12.62%
36 Month Return -7.10%
Total Return Annualized -3.75%
Winning Months (%) 46.15%
Average Winning Month 2.84%
Average Losing Month -3.03%
Total Return Cumulative -11.68%

Risk Statistics (12M)

1 Year
Sharpe Ratio-1.23
Sortino Ratio-1.45
Sterling-0.51
Calmar-0.85
Skewness0.51
Kurtosis0.10
Maximum Drawdown-14.91%
Correlation vs S&P 5000.51
Annualized Volatility10.44%
Annualized Down. Deviation5.91%

Risk/Return Comparison

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -19.32% 3 19 12/2015 09/2017
2 -18.56% 14 0 11/2017 -
3 - - - - -
4 - - - - -
5 - - - - -

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return-3.30%-1.93%-1.12%-0.28%-0.20%
% Positive0.00%16.67%25.00%37.50%44.44%
Avg. Pos. Period - 3.06%3.42%3.54%2.88%
Avg. Neg. Period-3.29%-2.88%-2.57%-2.49%-2.70%
Sharpe Ratio-6.46-2.33-1.23-0.23-0.14
Sortino Ratio-3.07-2.12-1.45-0.42-0.28
Monthly Volatility1.76%2.81%3.01%3.33%3.51%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 8.00%-10.00%-0.25%-0.16%-1.78%46.15%
3 Months 12.24%-19.32%-0.84%0.54%-9.58%54.05%
6 Months 19.17%-17.27%0.24%0.51%-11.05%58.82%
1 Year 22.11%-16.62%3.73%3.32%-12.62%53.57%
2 Years 21.32%-6.52%9.67%10.83%-6.52%87.50%
3 Years -2.32%-14.30%-8.84%-9.37%-7.10%0.00%
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

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Data and information is provided for informational purposes only. Past performance is not necessarily indicative of future results.

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