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130/30 Guide
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Why 130/30?
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Although the name has taken hold as a generic epithet, the approach is more correctly described as a long/short or alpha extension strategy. Depending on market conditions, managers may opt to reduce the proportion to 110/10, or take it up to the effective limit set by UCITs regulations, 150/50. The key determinant is the need to design a portfolio that is efficient in the prevailing circumstances.
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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