Structure

The fund has a clear hierarchy with opportunities for dedicated students to easily move up to handle more responsibility.

It can be summarised in the chart below:

Screen Shot 2018-09-23 at 14.30.39.png

Past Performance

The fund was set up in March 2015 with €10,000 in AUM (assets under management).

Trading in its first year was restricted due to its set up being close to the end of semester but the stocks that were bought resulted in a growth of 3.09% which fared well in comparison to the S&P 500’s growth of -0.53% during the same time period. 2016 and 2017 saw strong periods of growth for the fund as trading took place more frequently and the fund achieved a return of 13.63% and 12.44% respectively.

Notable investments included:

  • Boeing: return of 122.4% (highest in fund’s history)

  • Kingspan Group: return of 106.02%

  • Texas Instruments: return of 39.4%

  • Nike: return of 32.01%

Screen Shot 2018-09-23 at 14.25.02.png

The chart above also illustrates how well it has performed since inception in comparison to the S&P 500 index.

What is most notable is that this has been done independent of any help from industry professionals. While people with a considerable amount of finance experience have come in to UCD to give talks and hold workshops, all trade ideas came from students without any external assistance. This goes to show the potential that our fund has for further performance and the calibre of the students involved.