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SWMC European B EUR

Ranked 24 out of 177 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).

Showing fund performance in Peru View performance globally

Performance

Long/Short Equity over : 28/02/2018 - 31/05/2018
  • Rank 24/177 Total Return
  • Rank 158/177 Standard Deviation
  • Rank 128/177 Max Drawdown
Fund Name Currency Risk
156 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

11.4

157 GAM Star Global Selector EUR Acc EUR

11.5

158 SWMC European B EUR EUR

11.6

159 Artemis Pan European Absolute Return I EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

11.8

160 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

12.1

Fund Name Currency Loss
126 DB Platinum IV Clinton Equity Strategies R1C-E EUR

-2.5%

127 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

128 SWMC European B EUR EUR

-2.6%

129 Fonditalia Flexible Europe - R EUR

-2.7%

129 Assenagon Substanz Europa I EUR

-2.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
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 size167Mn
  • 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).