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Plurima European Absolute Return R

Ranked 24 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

The investment objective to produce positive absolute returns with low volatility and low correlation with fixed income and equity markets. The fund aims to achieve this objective by investment in a diversified portfolio of equity and equity related securities (including convertible bonds (usually unrated), convertible preference shares and warrants) issued predominantly by companies located in, or deriving a preponderant part of their income from European countries and listed or traded on one or more Recognised Exchanges. The Portfolio Manager has discretion to invest up to 100% in liquid assets.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 24/183 Total Return
  • Rank 122/183 Standard Deviation
  • Rank 56/183 Max Drawdown
Fund Name Currency Return
22 Nomura Alpha Japan Long Short A EUR EUR

14.0%

23 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

13.9%

24 Plurima European Absolute Return R EUR

13.9%

25 Eleva Absolute Return Europe R EUR Cap EUR

13.7%

26 Odey Giano European R EUR Acc EUR

13.3%

26 Lamartine Performance EUR

13.3%

Fund Name Currency Risk
120 Pictet TR - Mandarin-I EUR EUR

5.8

121 Assenagon Substanz Europa I EUR

5.8

122 Alken Fund - Absolute Return Europe-H EUR

5.8

122 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8

122 Plurima European Absolute Return R EUR

5.8

Fund Name Currency Loss
54 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

54 Man GLG European Mid-Cap Eqty Alt INF EUR EUR

-1.6%

56 Plurima European Absolute Return R EUR

-1.6%

56 JPM US Select Long-Short Equity D (perf) Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

58 Anima Star Italia Alto Potenziale A EUR

-1.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 1.7% 5.8%
2016 -5.2% -4.3% -8.2% 6.0% 1.9%
2015 5.2% 2.6% 1.5% -0.4% 1.4%
2014 1.2% 5.0% -3.1% -3.4% 2.9%
2013 5.8% 1.4% 1.2% 1.9% 1.3%
2012 2.6% 3.7% -1.6% 0.8% -0.1%
2011 -0.5% -0.2% 1.1% -2.4% 1.1%
2010 -0.1% 2.0% -4.1% 0.6% 1.6%
2009 18.7% 2.5% 6.5% 5.9% 2.6%
2008 -1.8% -0.6% 1.3% -1.9% -0.6%
2007 3.0% 2.2% 3.5% -0.6% -2.0%
2006 11.7% 7.5% -1.8% 1.0% 4.9%
2005 6.3% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Italy

Fund Info

  • Launch date30/06/2005
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN IE00B09T7B75

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • Initial investment1.7

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