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SWMC European B EUR

Ranked 10 out of 178 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Stuart Mitchell

Stuart Mitchell draws on more than 15 years' experience in European markets for the management of the St James's Place Continental European Fund. Born in Scotland in 1954, Mitchell studied Medieval History at St. Andrews University. He started out with Morgan Grenfell Asset Management in 1987 and worked his way up from European analyst to a director and head of European equities prior to joining J O Hambro Investment Management in 1998. Stuart left Hambro in March 2005 to establish S. W. Mitchell Capital.

Objective

The investment objective of the fund is to have a 12% annualised return with half the volatility of the market. The Fund may also invest up to 10% of its net asset value in debt securities which may include government and corporate bonds and notes (fixed and floating rate) and commercial paper which may be rated either above or below investment grade (a rating of BBB or above by Standards & Poor's or another internationally recognised credit agency).

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Performance

Long/Short Equity over : 31/01/2017 - 31/01/2018
  • Rank 10/178 Total Return
  • Rank 165/178 Standard Deviation
  • Rank 95/178 Max Drawdown
Fund Name Currency Return
8 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

23.2%

9 Hector SICAV Campsor Long Short Eq B EUR Cap EUR

23.0%

10 SWMC European B EUR EUR

22.7%

11 SWMC Small Cap European B EUR EUR

19.5%

12 BSF European Opportunities Extension A2 EUR EUR

19.1%

Fund Name Currency Loss
93 Schroder GAIA Egerton Equity A Acc EUR EUR

-2.4%

94 Man GLG Global Equity Alternative IN EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

95 SWMC European B EUR EUR

-2.5%

96 Kirao MultiCaps Alpha EUR

-2.5%

97 DNCA Invest Miuri B EUR

-2.6%

97 ABN AMRO Total Return Global Equities C EUR

-2.6%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 20.8% 10.8% 0.7% 3.9% 4.1%
2016 -5.4% -10.0% -10.1% 6.4% 10.0%
2015 7.8% 14.4% -2.1% -7.4% 4.0%
2014 -3.7% 8.0% -5.8% -6.5% 1.2%
2013 32.9% -0.3% 12.4% 12.1% 5.8%
2012 15.9% 10.7% -4.4% 3.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/11/2011
  • Share Class size153Mn
  • Base currencyEUR
  • ISIN IE00B4LH9995

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

Related News

Cyclicality of telecoms has been overlooked, says Euro equity star

Citywire + rated manager Stuart Mitchell has built a position in Deutsche Telekom to capture consolidation and increase competitiveness in the sector.

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