Schroder ISF European Eq Absolute Ret GBPH C Acc

Ranked 44 out of 78 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Nicholette MacDonald-Brown

Nicholette MacDonald-Brown is a portfolio manager at London-based Schroders where she has worked since 2012 having joined from Goldman Sachs where she was an analyst and portfolio manager from 2000. She manages the European Total Return and Italian Equity funds for the firm using a low volatility long-only investment style. Born in London, Nicholette graduated from Bristol University where she studied Economics and Politics and is a CFA charterholder. She enjoys skiing and the theatre in her spare time.

Stephen Shields

Objective

The Sub-fund will primarily invest directly, or indirectly through the use of financial derivative instruments, in equity and equity related securities of companies incorporated in Europe, or companies which derive a significant proportion of their revenues or profits from, or which are predominantly operating within this geographical region. The Fund seeks to take advantage of investment opportunities created by the fluctuations in economic activity in the European market.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/05/2018 - 31/05/2019
  • Rank 44/78 Total Return
  • Rank 38/78 Standard Deviation
  • Rank 23/78 Max Drawdown
Fund Name Currency Return
42 Janus Henderson UK Absolute Return A Acc GBP

-2.7%

43 LF Odey Absolute Return GBP Ret Acc GBP

-2.7%

44 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.7%

45 Threadneedle UK Absolute Alpha Ret Net Acc GBP GBP

-2.8%

46 Jupiter Global Absolute Return D GBP Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

Fund Name Currency Risk
36 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

37 Schroder UK Dynamic Abs Return P1 Acc GBP

6.3

38 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6

39 RWC US Absolute Alpha A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

6.9

40 TM Sanditon UK Select A Acc GBP

7.2

Fund Name Currency Loss
21 St James's Place UK Absolute Return Acc GBP

-5.0%

22 BlackRock UK Absolute Alpha A Acc GBP

-5.0%

23 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.3%

24 Jupiter Global Absolute Return D GBP Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

25 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -1.5%
2018 -0.7% 0.8% -0.8% -1.9% 1.3%
2017 -3.0% 1.3% -1.1% -1.7% -1.5%
2016 -2.6% -0.8% -0.9% -1.6% 0.6%
2015 9.3% 5.9% 0.8% 1.8% 0.6%
2014 -3.8% 2.8% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Hungary
  3. Iceland
  4. Ireland
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date11/02/2014
  • Base currencyUSD
  • ISIN LU0995125639
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment1.00%

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