SHARP UCITS Fund

SHARP UCITS Fund is advised by Rothschild & Co Systematic Strategies team. The seasoned PMs have been working together for more than 10 years, focusing on scientific approach to design portfolios and manage risks.

SHARP is an absolute return oriented multi-asset strategy with the objective of outperforming the traditional 50/50 portfolio while delivering differentiated returns. SHARP follows a systematic process built on eco-principles and expressed through advanced quantitative techniques – Risk Budgeting, Trend Following, Dynamic Volatility Management.

  • The strategy operates on a diversified range of liquid markets – Equities, Rates, Credit, Real Assets.
  • The strategy targets 8% to 10% volatility with a long bias.
  • The strategy is designed to adapt to various market cycles and economic environments within a dynamic risk management framework.

Key Contacts

SHARP UCITS Fund

Jerome Chagneau

Jerome Chagneau

Portfolio Manager, Head of Research
Jérôme has over 16 years of industry experience focused on… read more
Matthias Jouin-Sellez

Matthias Jouin-Sellez

Portfolio Manager
Matthias has over 12 years of industry experience as strategist… read more

Key Points

Absolute Return Multi-Asset Strategy

01

Technology to serve common sense – SHARP employs advanced quantitative techniques to support fundamental principles and manage risks.

02

Diversification – SHARP exploits risk premia across a large range of liquid assets.

03

Flexibility – SHARP is truly active in order to deliver differentiated returns and adapt to changing environments.

Share class data

SHARP UCITS Fund

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Download related files

SHARP UCITS Fund

SHARP_UCITS_Fund_Factsheet_Nov24
Factsheets Download
SHARP_UCITS_Fund_Factsheet_Oct24
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SHARP_UCITS_Fund_Factsheet_Sept24
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SHARP_UCITS_Fund_Factsheet_Aug24
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SHARP_UCITS_Fund_Factsheet_July24
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SHARP_UCITS_Fund_Factsheet_Jun24
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SHARP_UCITS_Fund_Factsheet_May24
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SHARP_UCITS_Fund_Factsheet_Apr24
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SHARP UCITS Fund Factsheet - March 24
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SHARP UCITS Fund Factsheet - February 24
Factsheets Download
SHARP UCITS Fund Factsheet - January 24
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SHARP UCITS Fund Factsheet - December 23
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SHARP UCITS Fund Factsheet - November 23
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SHARP UCITS Fund Factsheet - October 23
Factsheets Download
SHARP UCITS Fund Factsheet - September 23
Factsheets Download
SHARP UCITS Fund Factsheet - August 23
Factsheets Download
SHARP UCITS Fund Factsheet - July 23
Factsheets Download
SHARP UCITS Fund Factsheet - June 23
Factsheets Download
SHARP UCITS Fund Factsheet - May 23
Factsheets Download
SHARP UCITS Fund Factsheet - April 23
Factsheets Download
SHARP UCITS Fund Factsheet - March 23
Factsheets Download
SHARP UCITS Fund Factsheet - February 23
Factsheets Download
SHARP UCITS Fund Factsheet - January 23
Factsheets Download
Account Opening Form - SHARP UCITS Fund
Subscription documents Download
Subscription Form - SHARP UCITS Fund
Subscription documents Download
MontLake UCITS Platform ICAV – Prospectus – 19 Feb 2021
Prospectus Download

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Waystone Investment Management (IE) Limited, 35 Shelbourne Road, Dublin 4, D04 A4E0, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.

Montlake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.

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