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Schroder ISF European Alpha Abs Return C Acc

Ranked 147 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Lionel Rayon

Lionel Rayon joined Cazenove in 2005 and moved to Schroders Investment Management Ltd as part of the takeover in 2013. Lionel is responsible for developing and maintaining a fundamental and valuation screen of European stocks and has specific responsibility for metals, mining, steel, paper, beverages/food producers, food and drug retailers, personal care/luxury goods and general retailers sectors. Previously, he was director of the European tech research team at Citigroup. Lionel graduated from Indiana University with an MBA and the Institut d’Etudes Politiques de Paris with a BSc in Economics and Finance.

Objective

The investment objective of the sub-fund is to provide an absolute return. The Fund will primarily invest directly, or indirectly through the use of financial derivative instruments, in equity and equity related securities of companies incorporated in Europe, or companies which derive a significant proportion of their revenues or profits from, or which are predominantly operating within this geographic region

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0% -1.6%
2017 1.3% 2.7% -2.2% 0.6% 0.2%
2016 0.0% 1.9% -0.9% -1.1% 0.1%
2015 8.4% 5.1% -2.5% 3.1% 2.6%
2014 -3.8% -1.9% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bulgaria
  3. Croatia
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Liechtenstein
  16. Luxembourg
  17. Malta
  18. Netherlands
  19. Norway
  20. Romania
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Kingdom

Fund Info

  • Launch date11/02/2014
  • Share Class size12Mn
  • Base currencyEUR
  • ISIN LU0995125985

Purchase Info

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

Charges

  • Initial investment1.00%

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