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Algebris Financial Equity B GBP Acc

Ranked 79 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Simon Peters

Simon Peters joined Algebris in June 2015 as portfolio manager for public equity strategies with lead responsibility for investments in Europe and EMEA. Peters has more than 20 years’ experience in the financial sector. Before joining Algebris, Peters was a global equity financials PM at PIMCO. He also ran a global long/short financials fund at Gartmore/Henderson for eight years and has previously worked for the sovereign wealth fund GIC, Government of Singapore Investment Corp, where he ran financial portfolios. Simon is a CFA charter holder, a qualified accountant (ACA) and holds a BA (Hons) in economics from the University of Exeter, UK. Outside work he enjoys a range of sports including tennis and swimming.

Objective

To achieve positive absolute returns, primarily by taking long and synthetic short positions primarily in transferable securities and financial derivative instruments (FDIs) of companies in or related to the global financial services sector and to a lesser extent, the real estate sector.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2018 - 31/03/2019
  • Rank 79/80 Total Return
  • Rank 80/80 Standard Deviation
  • Rank 79/80 Max Drawdown
Fund Name Currency Return
76 LM MC Japan Abs Alpha M (PF) GBP Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

GBP

-12.0%

77 BANOR SICAV North America Long Short Equity S GBP GBP

-14.4%

78 GAM Star Global Selector GBP Acc GBP

-15.0%

79 Algebris Financial Equity B GBP Acc GBP

-22.3%

80 VT Garraway Absolute Equity A Acc GBP

-43.0%

Fund Name Currency Loss
76 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-23.1%

77 SWMC European B GBP GBP

-24.5%

78 GAM Star Global Selector GBP Acc GBP

-25.3%

79 Algebris Financial Equity B GBP Acc GBP

-29.8%

80 VT Garraway Absolute Equity A Acc GBP

-43.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -27.6% 0.8% -9.5% -0.5% -20.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date10/06/2015
  • Share Class size21Mn
  • Base currencyGBP
  • ISIN IE00BTLJYN96

Purchase Info

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

Charges

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