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Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Ranked 54 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Paul Marriage

Paul Marriage does not confine himself to a particular investment style when stocking his portfolio for the Cazenove UK Smaller Companies fund. Instead, he concentrates on the business cycle and how companies’ earnings are affected during its different stages. Marriage joined Cazenove in 2005 and is a member of the pan-European equity team, having previously worked at Insight as head of UK small cap investment. He studied modern history at University College, Oxford before embarking upon his career.

John Warren

John Warren is a fund manager within the Pan European Equity team at Cazenove Capital. John started his career at PricewaterhouseCoopers as a chartered accountant in 1998. He moved to Investec Bank in 2001 where he became a UK mid & small cap fund manager prior to joining Cazenove in 2010. John graduated from Loughborough University with a degree in Accountancy. He holds the ACA and SFA designations.

Objective

The Fund aims to achieve an absolute return by investing in equity and equity related securities of UK companies. Absolute returns means the Fund seeks a positive return over rolling 12-month periods in all market conditions, but this cannot be guaranteed and your capital is at risk.

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Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 54/174 Total Return
  • Rank 66/174 Standard Deviation
  • Rank 27/174 Max Drawdown
Fund Name Currency Return
53 Pictet TR - Corto Europe-P EUR EUR

3.7%

54 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7%

55 CS (Lux) Multi-Advisor Equity Alpha Fund FBH

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

56 DB Platinum Chilton Diversified R1C-E EUR

3.4%

Fund Name Currency Risk
64 Trium Blackwall Europe L/S G EUR EUR

4.2

65 UNI-GLOBAL Absolute Return SA-EUR EUR

4.2

66 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

67 Q1 EURO Special EUR

4.4

68 DNCA Invest Miura B EUR

4.4

Fund Name Currency Loss
25 Janus Henderson European Abs Return I Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

26 sentix Risk Return -A- R EUR

-1.9%

27 Bati Actions Optimum I EUR

-2.0%

27 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

29 Janus Henderson UK Absolute Return I EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

29 Jupiter JGF Europa L EUR B Acc EUR

-2.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% 1.6%
2017 10.5% 6.0% 2.6% 1.3% 0.3%
2016 3.0% -3.8% -4.8% 9.8% 2.4%
2015 10.3% 0.2% 9.0% 3.1% -2.1%
2014 -8.5% -1.5% -4.5% -0.2% -2.6%
2013 18.5% 0.6% 6.1% 6.8% 4.0%
2012 12.5% 3.1% 1.1% 4.8% 3.1%
2011 -2.2% -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date06/04/2011
  • Share Class size38Mn
  • Base currencyEUR
  • ISIN GB00B6456719
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment100,000

Charges

  • Initial investment0

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