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CS (Lux) Small and Mid Cap Alpha L/S Fd B EUR

Ranked 102 out of 178 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Felix Meier

Felix Meier was born in Tubingen, Germany in 1972 and obtained an MBA from the Universityof St. Gallen in 1998. He started his career as a trainee at Zurich Finacial Services Group in 1998 and joined Credit Suisse Asset Management in 1999 where he is currently a director. Felix manages the Credit Suisse (Lux) Small&Mid Cap Germany Fund and describes his investment style as 'fundamental bottom up'. Felix is a CFA Institute Member and Swiss CFA Society Member, and in his spare time he enjoys fly fishing, tennis, walking, music and going to the cinema and theatre.

Objective

This Equity Fund is actively managed aiming to outperform the return of the CS AllHedge Index Long/Short Equity benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in equities and equity-type securities directly or via synthetic exposure. Investments in equities and equity-type securities of small and medium sized issuers domiciled in the European Region will account for a larger proportion than investments in equities and equity-type securities of other issuers. The Fund can use derivatives to achieve the above aims. The Fund uses derivatives to reduce the impact of changes in currency exchange rates on the performance.

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Performance

Long/Short Equity over : 31/12/2017 - 31/03/2018
  • Rank 102/178 Total Return
  • Rank 164/178 Standard Deviation
  • Rank 145/178 Max Drawdown
Fund Name Currency Return
100 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

100 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

102 CS (Lux) Small and Mid Cap Alpha L/S Fd B EUR EUR

-1.1%

103 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

104 Fonditalia Flexible Emerging Markets - R EUR

-1.2%

Fund Name Currency Risk
162 Lamartine Performance EUR

13.6

163 Lemanik Sicav Adwise Long/Short Cap Ret EUR EUR

14.0

164 CS (Lux) Small and Mid Cap Alpha L/S Fd B EUR EUR

14.6

165 Rhenman Healthcare Equity L/S I1 EUR C EUR

15.9

166 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

16.9

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 26.1% 3.5% 6.5% 8.8% 5.2%
2016 -3.4% -6.0% -2.8% 4.6% 1.0%
2015 0.7% 6.2% -1.6% -4.8% 1.2%
2014 2.2% 9.4% 0.2% -6.2% -0.6%
2013 16.4% 2.3% 3.3% 6.5% 3.5%
2012 4.0% 6.4% -6.1% 0.1% 3.9%
2011 -3.8% 1.6% -2.6% -7.0% 4.5%
2010 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date26/07/2010
  • Share Class size57Mn
  • Base currencyEUR
  • ISIN LU0525285697

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment1.6

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