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Plurima European Absolute Return R

Ranked 28 out of 185 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Divesh Patel

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 : 31/10/2016 - 31/10/2017
  • Rank 28/185 Total Return
  • Rank 116/185 Standard Deviation
  • Rank 60/185 Max Drawdown
Fund Name Currency Return
26 Lamartine Performance EUR

16.2%

27 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

16.2%

28 Plurima European Absolute Return R EUR

16.2%

29 LM MC Japan Abs Alpha A (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

15.8%

30 AZ Fund 1 Active Selection A AZ FUND Acc EUR

15.3%

Fund Name Currency Loss
59 Alternative Beta - Absolute Return fund EUR

-1.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

60 Plurima European Absolute Return R EUR

-1.6%

62 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 size03Mn
  • Base currencyEUR
  • ISIN IE00B09T7B75

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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