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SWMC European B EUR

Ranked 21 out of 188 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Stuart Mitchell

Stuart Mitchell draws on more than 15 years' experience in European markets for the management of the St James's Place Continental European Fund. Born in Scotland in 1954, Mitchell studied Medieval History at St. Andrews University. He started out with Morgan Grenfell Asset Management in 1987 and worked his way up from European analyst to a director and head of European equities prior to joining J O Hambro Investment Management in 1998. Stuart left Hambro in March 2005 to establish S. W. Mitchell Capital.

Objective

The investment objective of the fund is to have a 12% annualised return with half the volatility of the market. The Fund may also invest up to 10% of its net asset value in debt securities which may include government and corporate bonds and notes (fixed and floating rate) and commercial paper which may be rated either above or below investment grade (a rating of BBB or above by Standards & Poor's or another internationally recognised credit agency).

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Performance

Long/Short Equity over : 30/09/2017 - 31/12/2017
  • Rank 21/188 Total Return
  • Rank 184/188 Standard Deviation
  • Rank 122/188 Max Drawdown
Fund Name Currency Return
19 Prosper Stars & Stripes P EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3%

20 Ardevora Global Equity C EUR EUR

4.2%

21 SWMC European B EUR EUR

4.1%

22 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8%

23 MLIS Gotham US Equity Long/Short UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7%

Fund Name Currency Risk
182 MS Ascend UCITS I EUR EUR

13.0

183 LF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

13.0

184 SWMC European B EUR EUR

13.4

185 Pictet-Japanese Equity Opportunities-I EUR EUR

14.1

186 Algebris Financial Equity B EUR Acc EUR

14.8

Fund Name Currency Loss
121 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

122 SWMC European B EUR EUR

-1.7%

123 Verrazzano European Opportunities EUR A R V EUR

-1.7%

124 Rivoli Equity Fund EUR

-1.8%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 20.8% 10.8% 0.7% 3.9% 4.1%
2016 -5.4% -10.0% -10.1% 6.4% 10.0%
2015 7.8% 14.4% -2.1% -7.4% 4.0%
2014 -3.7% 8.0% -5.8% -6.5% 1.2%
2013 32.9% -0.3% 12.4% 12.1% 5.8%
2012 15.9% 10.7% -4.4% 3.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date01/11/2011
  • Share Class size150Mn
  • Base currencyEUR
  • ISIN IE00B4LH9995

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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