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

Ranked 48 out of 169 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 : 30/09/2017 - 30/09/2018
  • Rank 48/169 Total Return
  • Rank 83/169 Standard Deviation
  • Rank 110/169 Max Drawdown
Fund Name Currency Return
46 Rivoli Equity Fund EUR

2.5%

47 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4%

49 Quantology Smart I EUR

2.3%

50 BSF European Absolute Return A2 EUR EUR

2.2%

Fund Name Currency Risk
82 ZEST Mediterraneus Absolute Value I EUR

5.1

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

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3

84 Kirao MultiCaps Alpha EUR

5.3

85 BANOR SICAV North America Long Short Equity R EUR EUR

5.5

Fund Name Currency Loss
108 Schroder ISF European Alpha Abs Return C Acc EUR

-5.5%

109 Norron Select HC EUR Cap EUR

-5.6%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.6%

111 Threadneedle American Extended Alpha EUR Ret Net A EUR

-5.7%

112 BSF European Opportunities Extension A2 EUR EUR

-5.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -1.5% -2.1%
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 investment0.00%

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