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SWMC European B EUR

Ranked 12 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Stuart Mitchell

Stuart Mitchell draws on more than 15 years' experience in European markets for the management of the St James's Place Continental European Fund. Born in Scotland in 1954, Mitchell studied Medieval History at St. Andrews University. He started out with Morgan Grenfell Asset Management in 1987 and worked his way up from European analyst to a director and head of European equities prior to joining J O Hambro Investment Management in 1998. Stuart left Hambro in March 2005 to establish S. W. Mitchell Capital.

Objective

The investment objective of the fund is to have a 12% annualised return with half the volatility of the market. The Fund may also invest up to 10% of its net asset value in debt securities which may include government and corporate bonds and notes (fixed and floating rate) and commercial paper which may be rated either above or below investment grade (a rating of BBB or above by Standards & Poor's or another internationally recognised credit agency).

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 12/174 Total Return
  • Rank 153/174 Standard Deviation
  • Rank 91/174 Max Drawdown
Fund Name Currency Return
10 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

12.0%

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%

Fund Name Currency Loss
89 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

90 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

-4.3%

91 SWMC European B EUR EUR

-4.3%

92 Schroder ISF European Eq Absolute Return C Acc EUR

-4.5%

93 Schroder ISF European Alpha Abs Return C Acc EUR

-4.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 3.4%
2017 20.8% 10.8% 0.7% 3.9% 4.1%
2016 -5.4% -10.0% -10.1% 6.4% 10.0%
2015 7.8% 14.4% -2.1% -7.4% 4.0%
2014 -3.7% 8.0% -5.8% -6.5% 1.2%
2013 32.9% -0.3% 12.4% 12.1% 5.8%
2012 15.9% 10.7% -4.4% 3.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date01/11/2011
  • Share Class size163Mn
  • Base currencyEUR
  • ISIN IE00B4LH9995

Purchase Info

  • Min. initial investment1Mn
  • 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).