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Schroder GAIA Sirios US Equity EUR Hdg A Acc

Ranked 36 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

John F. Brennan

Objective

The Fund aims to provide capital growth by taking long and short positions in a select portfolio of equity and equity related securities which it believes offers the best potential for future returns. It will focus on the US although it has the flexibility to invest globally. The Fund may also invest in other securities and other financial instruments including fixed income securities and convertible bonds. All investments can be made directly or indirectly through the use of financial derivative instruments.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 31/07/2017 - 31/07/2018
  • Rank 36/173 Total Return
  • Rank 105/173 Standard Deviation
  • Rank 85/173 Max Drawdown
Fund Name Currency Return
35 Chilton UCITS - Global Strategies B EUR EUR

5.8%

36 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6%

37 Liontrust GF European Strategic Equity A4 EUR Acc EUR

5.3%

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

5.2%

Fund Name Currency Risk
104 First Private Dynamic Equity Allocation A EUR

6.3

105 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.3

106 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

6.6

107 AZ Fund 1 Active Selection A-AZ FUND Cap EUR

6.6

Fund Name Currency Loss
83 BSF Global Long/Short Equity D2 EUR EUR

-3.9%

84 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

-4.0%

85 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

86 UNI-GLOBAL Absolute Return SA-EUR EUR

-4.1%

87 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -0.5%
2017 10.7% 4.8% 1.8% 2.5% 1.2%
2016 -1.3% -2.6% -2.5% 2.1% 1.8%
2015 0.3% 2.6% 1.4% -4.7% 1.2%
2014 -0.2% -0.8% -1.3% 0.5% 1.5%
2013 6.2% 1.3% 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Iceland
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date27/02/2013
  • Base currencyUSD
  • ISIN LU0885728310
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Initial investment3.00%

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