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CFM IS Trends Equity Capped P USD Acc (0P0001T2X5)

968.36 -3.04 (-0.31%)
At close: October 24 at 4:00 PM EDT

Fund Summary

CFM IS Trends Equity Capped P USD Acc

23, rue de l'Université
+33 (0)1 49 49 59 49

Fund Overview

Category --
Fund Family Capital Fund Management SA
Net Assets --
YTD Return --
Yield --
Morningstar Rating --
Inception Date May 24, 2024

Fund Operations

Fees & Expenses

Expense 0P0001T2X5 Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Laurent is the Chief Product Officer of CFM, having joined the firm in 1997. He [serves on the Board of Directors of CFM S.A and] leads the data team and ensures optimal working relationships between the Research and Data teams. Laurent originally joined the firm as a researcher to work on Discus, the managed futures/FX program. In 1998, he started focusing on equities to develop the Equity Statistical Arbitrage program before it was launched in 2001. Prior to taking on his current role, he acted as Head of Equity Strategies until 2017. Laurent obtained his PhD in theoretical physics from Université Pierre et Marie Curie in the Laboratoire de Physique Théorique de l'École Normale Supérieure.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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