Estlander & Partners

Estlander & Partners Freedom

Strategy Description

Estlander & Partners Alternative Investment Fund Freedom is designed to provide robust returns and to provide good diversification and even a hedge to equities and other risk assets. The long-term returns are expected to be in excess of 10% per annum with a volatility of 12% on average, with no correlation to equities. The program was redesigned in 2019 towards an “All season” approach and therefore aims to provide returns regardless of different market environments.

Fund Information

General Information

NHX CategoryManaged Futures & CTA
NHX CountryFinland
Legal StructureAlternative Investment Fund
Fund DomicileFinland
Minimum Investment1,500,000 EUR
AUM13M EUR
Inception DateOct 1991
Management Fee1.70%
Performance Fee20.00%

Company Information

CompanyEstlander & Partners
PrincipalMartin Estlander
AddressPitkäkatu 34 C, Vaasa
Helsinki, FI-00100
Phone+358207613300
E-mail[email protected]
Websitewww.estlander.com
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -4.48 -4.48
2023 3.41 -1.87 -5.75 1.66 0.62 4.23 2.37 -5.13 0.55 -2.28 1.84 6.32 5.36
2022 -4.83 -10.26 3.47 -0.15 -0.56 -5.16 0.58 -7.48 0.72 -0.10 0.82 -7.80 -27.57
2021 -2.53 7.87 2.95 2.11 1.34 2.38 0.89 1.38 -3.92 2.93 2.05 0.76 19.27
2020 3.76 -4.06 4.28 3.35 -0.53 1.86 2.74 -2.08 -0.70 -2.71 4.38 2.45 12.98
2019 -4.88 -0.08 1.50 1.89 -2.90 1.13 4.44 9.24 -7.16 -2.28 1.17 3.37 4.48
2018 6.59 -2.71 0.31 -0.40 -5.11 -2.04 0.60 2.35 -2.80 -5.11 -6.92 6.65 -9.21
2017 -2.84 0.38 0.99 -0.34 -2.01 -1.40 2.55 1.16 -2.27 5.51 -1.70 -1.33 -1.60
2016 2.65 3.52 -3.49 -1.65 -3.02 -1.89 1.65 -4.32 -1.02 -3.08 4.86 2.45 -3.81
2015 6.45 0.49 0.04 -2.20 -1.79 -2.58 1.81 -2.05 1.56 -3.15 3.64 -2.17 -0.41
2014 -2.57 2.30 -3.99 -0.38 3.97 0.77 -0.15 1.46 4.03 -1.27 4.98 2.96 12.33
2013 4.84 1.39 -0.24 3.27 -0.74 -2.12 -1.98 -5.62 -2.99 1.38 -0.61 0.68 -3.13
2012 0.53 3.05 -3.98 1.52 3.92 -6.32 6.14 -1.37 -0.09 -6.83 -1.90 1.12 -4.97
2011 -1.10 2.93 -1.07 4.98 -8.08 -2.42 1.69 2.59 0.81 -6.69 -4.03 0.08 -10.62
2010 -7.47 -1.18 4.19 1.20 0.41 1.29 -0.65 3.02 2.38 4.46 -1.64 5.43 11.31
2009 -1.11 -0.38 -3.31 -1.76 9.00 -1.95 2.60 1.94 1.03 -1.07 2.93 -2.67 4.74
2008 7.17 11.28 -4.01 2.71 0.93 3.15 -7.35 0.64 -3.33 10.84 3.81 3.14 30.95
2007 -0.90 -2.67 -1.68 6.59 4.21 1.68 -2.31 -10.99 10.47 5.48 -3.16 0.79 5.93
2006 6.27 -4.82 2.38 5.63 -2.70 -5.46 -3.12 5.70 -2.48 0.68 3.27 -1.51 2.90
2005 -2.77 4.03 -0.68 -2.84 4.31 3.72 -0.47 1.85 -0.93 -2.09 8.40 -0.66 11.82
2004 2.43 7.09 -0.70 -7.78 -2.48 -2.44 -0.77 -3.19 0.64 3.01 7.61 1.74 4.20
2003 9.05 5.96 -7.04 3.05 6.25 -4.64 0.59 -1.06 -0.28 9.62 -1.77 5.20 26.09
2002 -4.76 -1.37 -1.61 -2.58 6.01 8.30 2.44 1.84 3.04 -4.29 -1.78 4.77 9.44
2001 0.48 0.42 9.84 -7.45 1.58 -0.94 -2.70 -0.55 7.88 6.68 -7.94 3.06 9.06
2000 -1.02 4.58 -0.03 -0.41 0.53 -0.97 -0.60 4.95 -4.04 0.50 2.21 9.66 15.69
1999 -3.30 3.96 -2.54 6.42 -4.89 2.00 -0.03 1.11 2.45 -9.59 6.34 9.64 10.41
1998 5.26 1.37 3.84 -8.19 4.38 -2.63 1.06 13.25 2.11 -3.22 -3.28 2.60 16.04
1997 4.16 4.32 -1.69 -2.44 1.18 2.46 10.11 -4.74 3.69 -7.83 -0.60 6.09 14.21
1996 0.91 -10.31 1.23 12.27 -4.16 0.56 -3.68 0.53 12.75 8.97 4.61 -5.23 16.92
1995 -1.97 2.50 7.56 6.10 7.14 -2.16 -3.57 -3.69 -4.72 -0.96 4.55 13.90 25.45
1994 -4.84 -3.68 4.53 -1.38 8.48 1.06 -1.23 -1.93 1.60 -3.80 7.07 -3.08 1.77
1993 -4.79 3.17 0.17 4.70 4.94 -3.00 4.26 -1.15 1.06 -3.00 3.70 5.91 16.36
1992 -3.57 -1.47 -0.04 0.92 1.51 6.47 8.06 6.60 0.60 -3.99 1.80 -1.85 15.16
1991 6.96 1.50 8.27 17.54

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 -30.73% 15 0 01/2022 -
2 -29.85% 91 31 05/2011 06/2021
3 -16.30% 6 10 03/2004 06/2005
4 -14.57% 6 3 11/2001 07/2002
5 -14.25% 5 2 06/1995 12/1995

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return1.13%-0.61%-0.23%-1.11%-0.32%
% Positive66.67%50.00%58.33%50.00%61.11%
Avg. Pos. Period4.08%2.90%2.51%2.22%2.33%
Avg. Neg. Period-4.48%-3.96%-3.90%-4.25%-4.27%
Sharpe Ratio0.96-0.47-0.15-0.86-0.21
Sortino Ratio1.51-0.72-0.29-1.02-0.34
Monthly Volatility4.43%3.95%3.63%4.12%3.97%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 13.90%-10.99%0.67%0.60%-4.48%54.38%
3 Months 28.53%-14.15%1.96%1.69%3.43%61.14%
6 Months 35.64%-16.79%3.81%3.62%-3.59%66.32%
1 Year 45.67%-27.57%7.66%8.03%-2.68%71.09%
2 Years 64.61%-27.68%16.13%18.14%-23.41%75.34%
3 Years 90.30%-25.81%26.12%30.17%-10.80%81.02%
5 Years 139.46%-16.79%48.47%58.93%7.89%75.38%

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

Estlander & Partners Alternative Investment Fund Freedom is designed to provide robust returns and to provide good diversification and even a hedge to equities and other risk assets. The long-term returns are expected to be in excess of 10% per annum with a volatility of 12% on average, with no correlation to equities. The program was redesigned in 2019 towards an “All season” approach and therefore aims to provide returns regardless of different market environments.

Fund Information

General Information

NHX CategoryManaged Futures & CTA
NHX CountryFinland
Legal StructureAlternative Investment Fund
Fund DomicileFinland
Minimum Investment1,500,000 EUR
AUM13M EUR
Inception DateOct 1991
Management Fee1.70%
Performance Fee20.00%

Company Information

CompanyEstlander & Partners
PrincipalMartin Estlander
AddressPitkäkatu 34 C, Vaasa
Helsinki, FI-00100
Phone+358207613300
E-mail[email protected]
Websitewww.estlander.com
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -4.48 -4.48
2023 3.41 -1.87 -5.75 1.66 0.62 4.23 2.37 -5.13 0.55 -2.28 1.84 6.32 5.36
2022 -4.83 -10.26 3.47 -0.15 -0.56 -5.16 0.58 -7.48 0.72 -0.10 0.82 -7.80 -27.57
2021 -2.53 7.87 2.95 2.11 1.34 2.38 0.89 1.38 -3.92 2.93 2.05 0.76 19.27
2020 3.76 -4.06 4.28 3.35 -0.53 1.86 2.74 -2.08 -0.70 -2.71 4.38 2.45 12.98
2019 -4.88 -0.08 1.50 1.89 -2.90 1.13 4.44 9.24 -7.16 -2.28 1.17 3.37 4.48
2018 6.59 -2.71 0.31 -0.40 -5.11 -2.04 0.60 2.35 -2.80 -5.11 -6.92 6.65 -9.21
2017 -2.84 0.38 0.99 -0.34 -2.01 -1.40 2.55 1.16 -2.27 5.51 -1.70 -1.33 -1.60
2016 2.65 3.52 -3.49 -1.65 -3.02 -1.89 1.65 -4.32 -1.02 -3.08 4.86 2.45 -3.81
2015 6.45 0.49 0.04 -2.20 -1.79 -2.58 1.81 -2.05 1.56 -3.15 3.64 -2.17 -0.41
2014 -2.57 2.30 -3.99 -0.38 3.97 0.77 -0.15 1.46 4.03 -1.27 4.98 2.96 12.33
2013 4.84 1.39 -0.24 3.27 -0.74 -2.12 -1.98 -5.62 -2.99 1.38 -0.61 0.68 -3.13
2012 0.53 3.05 -3.98 1.52 3.92 -6.32 6.14 -1.37 -0.09 -6.83 -1.90 1.12 -4.97
2011 -1.10 2.93 -1.07 4.98 -8.08 -2.42 1.69 2.59 0.81 -6.69 -4.03 0.08 -10.62
2010 -7.47 -1.18 4.19 1.20 0.41 1.29 -0.65 3.02 2.38 4.46 -1.64 5.43 11.31
2009 -1.11 -0.38 -3.31 -1.76 9.00 -1.95 2.60 1.94 1.03 -1.07 2.93 -2.67 4.74
2008 7.17 11.28 -4.01 2.71 0.93 3.15 -7.35 0.64 -3.33 10.84 3.81 3.14 30.95
2007 -0.90 -2.67 -1.68 6.59 4.21 1.68 -2.31 -10.99 10.47 5.48 -3.16 0.79 5.93
2006 6.27 -4.82 2.38 5.63 -2.70 -5.46 -3.12 5.70 -2.48 0.68 3.27 -1.51 2.90
2005 -2.77 4.03 -0.68 -2.84 4.31 3.72 -0.47 1.85 -0.93 -2.09 8.40 -0.66 11.82
2004 2.43 7.09 -0.70 -7.78 -2.48 -2.44 -0.77 -3.19 0.64 3.01 7.61 1.74 4.20
2003 9.05 5.96 -7.04 3.05 6.25 -4.64 0.59 -1.06 -0.28 9.62 -1.77 5.20 26.09
2002 -4.76 -1.37 -1.61 -2.58 6.01 8.30 2.44 1.84 3.04 -4.29 -1.78 4.77 9.44
2001 0.48 0.42 9.84 -7.45 1.58 -0.94 -2.70 -0.55 7.88 6.68 -7.94 3.06 9.06
2000 -1.02 4.58 -0.03 -0.41 0.53 -0.97 -0.60 4.95 -4.04 0.50 2.21 9.66 15.69
1999 -3.30 3.96 -2.54 6.42 -4.89 2.00 -0.03 1.11 2.45 -9.59 6.34 9.64 10.41
1998 5.26 1.37 3.84 -8.19 4.38 -2.63 1.06 13.25 2.11 -3.22 -3.28 2.60 16.04
1997 4.16 4.32 -1.69 -2.44 1.18 2.46 10.11 -4.74 3.69 -7.83 -0.60 6.09 14.21
1996 0.91 -10.31 1.23 12.27 -4.16 0.56 -3.68 0.53 12.75 8.97 4.61 -5.23 16.92
1995 -1.97 2.50 7.56 6.10 7.14 -2.16 -3.57 -3.69 -4.72 -0.96 4.55 13.90 25.45
1994 -4.84 -3.68 4.53 -1.38 8.48 1.06 -1.23 -1.93 1.60 -3.80 7.07 -3.08 1.77
1993 -4.79 3.17 0.17 4.70 4.94 -3.00 4.26 -1.15 1.06 -3.00 3.70 5.91 16.36
1992 -3.57 -1.47 -0.04 0.92 1.51 6.47 8.06 6.60 0.60 -3.99 1.80 -1.85 15.16
1991 6.96 1.50 8.27 17.54

Portfolio Managers

 
No data filled

Return Statistics

Last Month Return -4.48%
3 Month Return 3.43%
Year to Date Return -4.48%
12 Month Return -2.68%
36 Month Return -10.80%
Total Return Annualized 7.18%
Winning Months (%) 54.38%
Average Winning Month 3.74%
Average Losing Month -2.99%
Total Return Cumulative 842.60%

Risk Statistics (12M)

1 Year
Sharpe Ratio-0.15
Sortino Ratio-0.29
Sterling-0.15
Calmar-0.36
Skewness-0.01
Kurtosis-0.25
Maximum Drawdown-7.51%
Correlation vs S&P 5000.44
Annualized Volatility12.57%
Annualized Down. Deviation5.37%

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 -30.73% 15 0 01/2022 -
2 -29.85% 91 31 05/2011 06/2021
3 -16.30% 6 10 03/2004 06/2005
4 -14.57% 6 3 11/2001 07/2002
5 -14.25% 5 2 06/1995 12/1995

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return1.13%-0.61%-0.23%-1.11%-0.32%
% Positive66.67%50.00%58.33%50.00%61.11%
Avg. Pos. Period4.08%2.90%2.51%2.22%2.33%
Avg. Neg. Period-4.48%-3.96%-3.90%-4.25%-4.27%
Sharpe Ratio0.96-0.47-0.15-0.86-0.21
Sortino Ratio1.51-0.72-0.29-1.02-0.34
Monthly Volatility4.43%3.95%3.63%4.12%3.97%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 13.90%-10.99%0.67%0.60%-4.48%54.38%
3 Months 28.53%-14.15%1.96%1.69%3.43%61.14%
6 Months 35.64%-16.79%3.81%3.62%-3.59%66.32%
1 Year 45.67%-27.57%7.66%8.03%-2.68%71.09%
2 Years 64.61%-27.68%16.13%18.14%-23.41%75.34%
3 Years 90.30%-25.81%26.12%30.17%-10.80%81.02%
5 Years 139.46%-16.79%48.47%58.93%7.89%75.38%

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.