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

Schroder ISF European Alpha Abs Return C Acc

Ranked 149 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 : 31/03/2017 - 31/03/2018
  • Rank 149/173 Total Return
  • Rank 74/173 Standard Deviation
  • Rank 103/173 Max Drawdown
Fund Name Currency Return
147 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

148 Schroder European Equity Abs Return P1 EUR EUR

-4.2%

149 Schroder ISF European Alpha Abs Return C Acc EUR

-4.3%

150 Schroder ISF European Eq Absolute Return C Acc EUR

-4.4%

151 DB Platinum IV Clinton Equity Strategies R1C-E EUR

-4.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0%
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. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Iceland
  9. Ireland
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Norway
  15. Spain
  16. Sweden
  17. Switzerland
  18. 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

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