7orca Vega RETURN

With the 7orca Vega RETURN fund, 7orca offers a short volatility strategy that collects the volatility risk premium globally and broadly diversified in the asset classes equities, bonds and currencies.

The portfolio is constructed exclusively by selling options on liquid market indices.

Investors are given access to volatility as an alternative source of income with a target net return of 4% to 6% p.a.

The investment management company of the 7orca Vega Return fund is Universal-Investment-GmbH. The basis for the acquisition of shares are the statutory documents.
Share class IShare class R

Terms

Fund managerTom Pansegrau, CFA
ISINDE000A2H5XY6 (share class I)
DE000A2H5XX8 (share class R)
Fund domicile and legal formGermany, UCITS
Launch date04.12.2017
Utilisation of incomedistributing
Advisor and fee7orca Asset Management AG
0.57% p.a. (share class I)
1.27% p.a. (share class R)

Investment management company and feeUniversal-Investment-Gesellschaft mbH
0.175% p.a. (share class I)
0.25% p.a. (share class R)
Custodian and feeBNP Paribas Securities Services
0.035% p.a. (share class I)
0.035% p.a. (share class R)
Effective issuing price surcharge0% (share class I)
Up to 5% (share class R)
Minimum investmentEUR 250,000 (share class I)
none (share class R)
Performance related feenone
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