DNB Fund ECO Absolute Return A EUR
Managed by
Jon Sigurdsen
Jon Sigurdsen is lead portfolio manager at DNB Asset Management for long/short and long only renewable energy strategies. He has successfully run the renewable energy long/short part of Skandia Global Hedge fund since 2008, resulting in the creation of the DNB ECO Return series in 2010. Jon joined the firm in 2005 and prior to this, he was an equity analyst at Nordea Securities in Oslo specialising in IT, telecoms and media. He graduated from the Liverpool John Moores University with a BA in Business.
Objective
The fund has the ability to benefit from movements in the prices of equities either up or down. Specifically the fund takes long and short positions in equities of renewable energy companies anywhere in the world. Although the fund actually places most of its assets in high quality debt securities most of its performance is derived from its exposure to equities. The Investment Manager uses its own analysis to determine which equities appear most likely to rise in value and which appear most likely to fall. The Investment Manager then takes long positions on the former and short positions (using derivatives) on the latter.
Performance
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Rank 44/173 Total Return
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Rank 166/173 Standard Deviation
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Rank 136/173 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 42 | Neuberger Berman US Long Short Equity EUR I Acc | EUR | 5.3% |
| 43 | Jupiter JGF Europa L EUR B Acc | EUR | 5.0% |
| 44 | DNB Fund ECO Absolute Return A EUR | EUR | 4.8% |
| 45 | DB Platinum Chilton Diversified R1C-E | EUR | 4.8% |
| 45 | Silver Time LOQ Eqty Europe Patrimoine S EUR C | EUR | 4.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 164 |
MS Alkeon UCITS I EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | 13.3 |
| 165 | Algebris Financial Equity B EUR Acc | EUR | 13.5 |
| 166 | DNB Fund ECO Absolute Return A EUR | EUR | 13.5 |
| 167 |
FP Argonaut Absolute Return EUR A Hdg Acc
Currency exposure is hedged Currency exposure is hedged |
EUR | 13.8 |
| 168 | PE-Invest 2 | EUR | 13.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 134 | THEAM Quant- Equity Europe Income Defensive C EUR | EUR | -6.0% |
| 135 | 3.14 Tungsten Long Short Strategy A | EUR | -6.1% |
| 136 | DNB Fund ECO Absolute Return A EUR | EUR | -6.2% |
| 137 | Quaero Capital European Equities Long-Short A EUR | EUR | -6.3% |
| 138 |
Artemis Pan European Absolute Return I EUR hedged
Currency exposure is hedged Currency exposure is hedged |
EUR | -6.5% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 1.8% | ||||
| 2017 | 6.4% | 3.3% | 2.0% | -0.4% | 1.4% |
| 2016 | 18.8% | 6.0% | -3.0% | 1.7% | 13.5% |
| 2015 | -8.2% | 1.5% | 9.1% | -8.6% | -9.3% |
| 2014 | -1.8% | 17.9% | 6.1% | -3.1% | -18.9% |
| 2013 | -14.3% | -11.8% | -5.2% | -0.9% | 3.4% |
| 2012 | -1.0% | -3.1% | -8.5% | 12.6% | -0.8% |
| 2011 | 17.4% | 9.4% | -6.7% | 1.6% | 13.3% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Finland
- Germany
- Iceland
- Latvia
- Lithuania
- Luxembourg
- Netherlands
- Norway
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date17/12/2010
- Share Class size01Mn
- Base currencyEUR
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ISIN LU0547714286
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment1.5