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Schroder ISF European Eq Absolute Return C Acc

Ranked 150 out of 176 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Nicholette MacDonald-Brown

Nicholette MacDonald-Brown is a portfolio manager at London-based Schroders where she has worked since 2012 having joined from Goldman Sachs where she was an analyst and portfolio manager from 2000. She manages the European Total Return and Italian Equity funds for the firm using a low volatility long-only investment style. Born in London, Nicholette graduated from Bristol University where she studied Economics and Politics and is a CFA charterholder. She enjoys skiing and the theatre in her spare time.

Stephen Shields

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.

Showing fund performance in Peru View performance globally

Performance

Long/Short Equity over : 30/06/2018 - 30/09/2018
  • Rank 150/176 Total Return
  • Rank 163/176 Standard Deviation
  • Rank 158/176 Max Drawdown
Fund Name Currency Loss
156 Candriam Abs Rtn Syst Long Short Equity I Cap EUR EUR

-3.9%

157 SWMC Small Cap European B EUR EUR

-4.0%

158 Schroder ISF European Eq Absolute Return C Acc EUR

-4.1%

159 SWMC European B EUR EUR

-4.1%

160 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -1.0% -2.2%
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. Czech Republic
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hungary
  9. Iceland
  10. Ireland
  11. Italy
  12. Luxembourg
  13. Norway
  14. Portugal
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

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

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment1.00%

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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).