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Schroder ISF European Eq Absolute Return C Acc

Ranked 163 out of 188 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Steve Cordell

Steve Cordell holds more than 20 years of investment experience and is a portfolio manager at Schroders. Steve moved across to Schroders as part of the takeover of Cazenove Capital in July 2013. He originally joined Cazenove in 2002. Steve joined Cazenove from HSBC Asset Management (Europe) Ltd where he was responsible for the multi award-winning AA-rated HGIF Pan European fund and several other retail and institutional Pan-European portfolios. He graduated from Trinity College, Oxford with a First Class (Hons) in Modern Languages. Outside of fund management, he lists golf, tennis and cinema/theatre as his interests with his main interest being spending time with his family.

Objective

The Sub-fund will primarily invest directly, or indirectly through the use of financial derivative instruments, in equity and equity related securities of companies incorporated in Europe, or companies which derive a significant proportion of their revenues or profits from, or which are predominantly operating within this geographical region. The Fund seeks to take advantage of investment opportunities created by the fluctuations in economic activity in the European market.

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Performance

Long/Short Equity over : 30/09/2017 - 31/12/2017
  • Rank 163/188 Total Return
  • Rank 112/188 Standard Deviation
  • Rank 144/188 Max Drawdown
Fund Name Currency Loss
142 Edmond de Rothschild Fund-Europe Flexible A EUR EUR

-2.2%

143 RWC Europe Absolute Alpha B EUR EUR

-2.2%

144 Schroder ISF European Eq Absolute Return C Acc EUR

-2.2%

145 Hedge Invest Principia EUR R EUR

-2.2%

146 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -3.9% 1.1% -1.4% -1.9% -1.8%
2016 -3.4% -1.0% -1.0% -1.8% 0.4%
2015 8.0% 5.9% 0.5% 1.4% 0.1%
2014 -3.9% 2.7% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bulgaria
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Iceland
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Norway
  12. Portugal
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date11/02/2014
  • Share Class size81Mn
  • Base currencyEUR
  • ISIN LU0995125803

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Initial investment1

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