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Schroder GAIA Egerton Equity A Acc EUR

Ranked 62 out of 183 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

John Armitage

John Armitage co-founded Egerton Capital in 1994 with William Bollinger. At Egerton, John is Chief Investment Officer and responsible for all portfolio management related activities for the Firm’s equity long/short and equity long-only strategies. He is also a director of Egerton Capital Limited. Prior to co-founding Egerton Capital, John worked at Morgan Grenfell Asset Management, where he was a director from March 1991. At Morgan Grenfell, John had sole responsibility for the Morgan Grenfell European Growth Trust from its launch in April 1988 until the end of March 1994. John joined Morgan Grenfell in 1981. He specialised in Continental European equity research and fund management from 1983 onwards, and managed European equity portfolios for a wide variety of clients from 1987 to his departure in 1994. John graduated from Cambridge University in 1981 with a degree in Modern History.

Objective

To provide capital growth through direct investment, or indirectly through the use of financial derivative instruments and collective investment schemes, in equity and equity related securities globally including emerging markets. The Sub-Fund may also have synthetic short positions but will normally be net long when long and short positions are combined.

Showing fund performance in Peru View performance globally

Performance

Long/Short Equity over : 31/10/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 14.5% 5.5% 5.3% 2.9% 0.2%
2016 -4.4% -5.2% -2.4% 3.7% -0.4%
2015 7.7% 3.5% 1.1% 0.0% 3.0%
2014 2.8% -1.9% 0.4% 0.9% 3.4%
2013 22.6% 8.3% 3.7% 2.1% 6.8%
2012 11.4% 8.8% -1.7% 2.4% 1.7%
2011 -5.1% -1.5% 0.4% -5.7% 1.8%
2010 13.7% 3.0% -2.9% 6.5% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Iceland
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date25/11/2009
  • Share Class size1,406Mn
  • Base currencyEUR
  • ISIN LU0463469048

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Initial investment3

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