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MIRABAUD-UK Equity High Alpha-A Dist-GBP

Ranked 75 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jeremy Hewlett

Jeremy Hewlett manages the Mirabaud - UK Equity High Alpha fund as well as specialist UK equity portfolios, and has experience in the portfolio management industry going back to 1985. Prior to joining Mirabaud in 2004, Hewlett was CIO at Yamaichi Capital Management, Raphael Asset Management and then GHK Asset Management.

Objective

The objective of the Sub-Fund is to provide a total return bv investing in UK equities. The Sub-Fund will principally invest, directly or indirectly, in equities and equity-type transferable securities of issuers domiciled in. listed iJ1, or carrying out the majority of their business in the United Kingdom.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 75/255 Total Return
  • Rank 239/255 Standard Deviation
  • Rank 162/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.6%
2018 -17.7% -11.3% 7.7% 1.3% -14.9%
2017 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Spain
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date20/04/1999
  • Share Class size01Mn
  • Base currencyUnits
  • ISIN LU0787971851

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0.00%

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