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

Ranked 9 out of 192 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 : 31/07/2017 - 31/10/2017
  • Rank 9/192 Total Return
  • Rank 164/192 Standard Deviation
  • Rank 1/192 Max Drawdown
Fund Name Currency Return
7 Trias L/S Fund Class EUR EUR

9.4%

8 CF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

9.3%

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

9.2%

10 SWMC European B EUR EUR

9.1%

11 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9%

Fund Name Currency Loss
1 PTR-Corto Europe-P EUR EUR

0%

1 CF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 BSF European Opportunities Extension A2 EUR EUR

0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 6.5% 8.8%
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 size52Mn
  • Base currencyEUR
  • ISIN LU0525285697

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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