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Equinox Systematica Macro I (EBCIX)

10.84
Net Asset Value
0.00%
1 Day
+10.16%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
1.09%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund seeks to pursue its investment objective by making a combination of investments (i) directly in an actively managed fixed-income portfolio and (ii) indirectly through its wholly-owned subsidiary in one or more trading companies that provide exposure to a managed futures program of Systematica Investments Limited acting solely in its capacity as general partner of Systematica Investments LP ("Systematica"). It is non-diversified.

Performance

1 month+8.40% 3 years--
3 months+10.99% 5 years--
1 year+12.15% Since inception+8.76%
Data through --

Peer Comparisonvs. Managed futures

 EBCIXCategory
Performance 5-yr return---1.00%
Expense ratio1.09%2.09%
Risk 5 year sharpe ratio---0.07
Net assets$60.9M$453.3M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyEquinox Funds Trust
Fund manager & tenureAjay Dravid / 1 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash78.41%
Fixed income21.59%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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