Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

LM MC Japan Abs Alpha A (PF) EUR Dis (A) (H)

Ranked 20 out of 185 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Paul Kirkby

Claire Marwick

Claire Marwick was born in Glasgow and works for Martin Currie Investment Management out of their Edinburgh office. After completing a degree in Astrophysics from the University of Cambridge, Marwick worked for UBS, later moving to Alliance Trust Asset Management where she was an investment analyst specialising in Japan. She is now an investment manager at Martin Currie and runs two Japanese equity funds for the firm. Marwick is a CFA Charterholder and enjoys skiing in her spare time.

Objective

The fund seeks to achieve absolute returns over the long term through exposure to the shares of companies operating within or servicing the Japanese market. The fund uses a long/short strategy which helps investors to benefit from both upwards and downwards movement in share prices.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 30/11/2016 - 30/11/2017
  • Rank 20/185 Total Return
  • Rank 88/185 Standard Deviation
  • Rank 44/185 Max Drawdown
Fund Name Currency Return
18 Schroder GAIA Egerton Equity A Acc EUR EUR

16.9%

19 Lamartine Performance EUR

16.8%

20 LM MC Japan Abs Alpha A (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

16.7%

21 Pictet-Japanese Equity Opportunities-I EUR EUR

16.7%

22 Eleva Absolute Return Europe R EUR Cap EUR

15.5%

Fund Name Currency Risk
86 Chilton UCITS - Global Strategies B EUR EUR

4.4

86 ZEST Mediterraneus Absolute Value I EUR

4.4

88 LM MC Japan Abs Alpha A (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.5

89 Prosper Stars & Stripes P EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.5

90 Verrazzano European Long-Short EI EUR EUR

4.6

Fund Name Currency Loss
42 Trias L/S Fund Class EUR EUR

-1.1%

43 Mediolanum BB Long Short Strategy Collection LA EUR

-1.1%

44 LM MC Japan Abs Alpha A (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

45 Quantology Smart I EUR

-1.2%

46 Fonditalia Flexible Europe - R EUR

-1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.2% 3.4% 6.0%
2016 0.8% -2.8% -1.4% -1.4% 6.6%
2015 -0.4% 1.8% 2.0% -7.0% 3.2%
2014 -5.5% -7.7% 2.3% 1.3% -1.2%
2013 26.1% 10.3% 7.9% 2.3% 3.6%
2012 2.8% 5.0% -8.2% -0.1% 6.8%
2011 -8.5% 2.4% -2.5% -3.7% -4.8%
2010 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date11/03/2016
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN IE00BYWVKC08
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).