Crabel Advanced Trend UCITS Fund

The Crabel Advanced Trend UCITS Fund is managed by Crabel Capital Management LLC, a global alternative investment firm specialising in systematic, automated trading of worldwide futures and foreign exchange.

Crabel Advanced Trend is a portfolio of systematic trading strategies designed to efficiently capture long-term trend following returns across a diverse set of global futures and foreign exchange instruments.  The program aims to generate greater alpha and deliver a more competitive risk-adjusted return than the broader trend following industry.  In pursuing this objective, Crabel Advanced Trend employs multiple price-based strategies engineered to identify and profit from continuations in price movement across approximately 200 markets globally.  The program seeks to mitigate downside risk by dynamically sizing trades relative to market volatility, actively employing the use of stops on all trades throughout the portfolio, and effectively diversifying overall portfolio volatility across market sectors and geographic regions.  Individual positions are generally held for 35-45 days, and the portfolio in aggregate targets an annualized standard deviation of 15%.

Key Contacts

Crabel Advanced Trend UCITS Fund

Grant Jaffarian

Grant Jaffarian

Portfolio Manager of the Advanced Trend program
Grant Jaffarian is the Portfolio Manager of Crabel Advanced Trend… read more
Michael Pomada

Michael Pomada

CEO of Crabel Capital Management
Michael Pomada is President and Chief Executive Officer of CCM… read more

Key Points

Crabel Advanced Trend UCITS Fund

01

Experienced Team – Crabel’s seasoned team of portfolio managers has successfully managed client assets through numerous market cycles over three decades.

02

Broadly diversified – The Advanced Trend program is designed to capture market trends in a wide array of global futures and foreign exchange instruments across equities, fixed income, foreign exchange, and commodities.

03

Industry Leading Execution – The program is supported by Crabel’s industry leading low latency Infrastructure with global co-location facilities and proprietary algorithms to minimise trade slippage.

Share class data

Crabel Advanced Trend UCITS Fund

Share class ISIN Currency Date NAV YTD Perf (%) 1w (%) 1m (%) 3m (%) 6m (%) 1yr (%) 3yrs (%)
CHF Founder Class Shares IE00BF2X0452 CHF * * * * * * * * *
CHF Institutional Class A Pooled Shares IE00BG1V0Z88 CHF * * * * * * * * *
CHF Institutional Class Shares IE00BF2X0890 CHF * * * * * * * * *
CHF Retail Class Shares IE00BKPF8Z04 CHF * * * * * * * * *
EUR Founder Class Shares IE00BF2X0346 EUR 27/03/2024 128.63 11.98 0.30 3.83 12.11 2.81 * 27.63
EUR Institutional Class A Pooled Shares IE00BG1V0Y71 EUR * * * * * * * * *
EUR Institutional Class Shares IE00BF2X0783 EUR 27/03/2024 150.99 11.84 0.28 3.79 11.97 2.54 * 21.85
EUR Retail Class Shares IE00BKPF9028 EUR * * * * * * * * *
GBP Founder Class Shares IE00BF2X0676 GBP * * * * * * * * *
GBP Institutional Class A Pooled Shares IE00BG1V1006 GBP * * * * * * * * *
GBP Institutional Class Shares IE00BF2X0B24 GBP 27/03/2024 109.16 12.17 0.31 3.90 12.33 3.25 * *
GBP Retail Class Shares IE00BKPF9135 GBP * * * * * * * * *
USD Founder Class Shares IE00BF2X0569 USD 27/03/2024 158.86 12.35 0.32 3.95 12.54 3.55 * 28.74
USD Institutional Class A Pooled Shares IE00BG1V1113 USD * * * * * * * * *
USD Institutional Class Shares IE00BF2X0908 USD 27/03/2024 145.04 12.21 0.31 3.91 12.39 3.29 * 26.82
USD Retail Class Shares IE00BKPF9242 USD * * * * * * * * *

Download related files

Crabel Advanced Trend UCITS Fund

Crabel Advanced Trend UCITS Fund - Supplement - 30 Dec 2022.pdf
Prospectus Download
MontLake UCITS Platform ICAV – Prospectus – 19 Feb 2021
Prospectus Download
Montlake Crabel Advanced Trend UCITS Fund Factsheet - February 2024
Factsheets Download
Montlake Crabel Advanced Trend UCITS Fund Factsheet - January 2024
Factsheets Download
Montlake Crabel Advanced Trend UCITS Fund Factsheet - December 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - November 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - October 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - September 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - August 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - July 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - June 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - May 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - April 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - March 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - February 2023
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MontLake Crabel Advanced Trend UCITS Fund Factsheet - January 2023
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Subscription Form - Crabel Advanced Trend UCITS Fund
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Account Opening Form - Crabel Advanced Trend UCITS Fund
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