Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

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

Ranked 13 out of 174 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 : 30/06/2017 - 30/06/2018
  • Rank 13/174 Total Return
  • Rank 96/174 Standard Deviation
  • Rank 85/174 Max Drawdown
Fund Name Currency Return
11 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.0%

12 SWMC European B EUR EUR

10.9%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

10.5%

14 Eleva Absolute Return Europe R EUR Cap EUR

10.3%

15 Prosper Stars & Stripes I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

10.0%

Fund Name Currency Risk
94 TM Sanditon European Select F Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4

95 AIM LUX AIM Europe Selection EUR-C EUR

5.7

96 Silver Time LOQ Eqty Europe Patrimoine S EUR C EUR

5.7

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

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

98 BANOR SICAV Italy Long Short Equity R EUR

5.8

Fund Name Currency Loss
83 Esperia Funds SICAV Strategic Portfolio I EUR

-3.9%

84 BSF Global Long/Short Equity D2 EUR EUR

-3.9%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

86 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

87 UNI-GLOBAL Absolute Return SA-EUR EUR

-4.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -1.5%
2017 16.7% -0.1% 3.3% 5.7% 7.0%
2016 1.4% -2.7% -1.3% -1.1% 6.7%
2015 -0.5% 1.7% 1.6% -6.9% 3.4%
2014 -5.0% -7.5% 2.3% 1.5% -1.0%
2013 26.4% 10.5% 7.8% 2.3% 3.7%
2012 2.5% 5.2% -8.2% -0.1% 6.3%
2011 -7.9% 2.5% -2.2% -3.7% -4.6%
2010 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date11/03/2016
  • Share Class size47Mn
  • Base currencyEUR
  • ISIN IE00BYWVKF39
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Initial investment0

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