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

SWMC European B EUR

Ranked 9 out of 183 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 : 31/12/2016 - 31/12/2017
  • Rank 9/183 Total Return
  • Rank 169/183 Standard Deviation
  • Rank 99/183 Max Drawdown
Fund Name Currency Risk
168 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9

169 SWMC European B EUR EUR

9.4

170 Pictet-Japanese Equity Opportunities-I EUR EUR

9.4

171 GAM Star Global Selector EUR Acc EUR

9.7

Fund Name Currency Loss
97 Cheyne European Mid Cap Equity MC-I2 EUR EUR

-2.5%

97 Man GLG Global Equity Alternative IN EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

99 SWMC European B EUR EUR

-2.5%

100 Union Pea Long Short C EUR

-2.5%

101 DNCA Invest Miuri B EUR

-2.6%

101 ABN AMRO Total Return Global Equities C EUR

-2.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size150Mn
  • 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).