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RWC Pensato Europa Absolute Return B GBP H

Ranked 45 out of 62 in - Long/Short Equity over 36 months
All calculations are in GBP unless stated

Objective

The investment objective of the Sub-Fund is to seek to achieve absolute returns and capital appreciation on a risk adjusted basis. The Sub-Fund seeks to achieve its objective by investing principally in a portfolio of direct and synthetic long and synthetic short equity positions (which will be achieved through the use of financial derivative instruments) in European Companies where, in the opinion of the Investment Manager, the economic fundamentals of the businesses are not reflected by the prevailing market valuation. In addition, the Sub-Fund may, on an ancillary basis, take positions in non-European Companies.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 28/02/2016 - 28/02/2019
  • Rank 45/62 Total Return
  • Rank 27/62 Standard Deviation
  • Rank 36/62 Max Drawdown
Fund Name Currency Return
43 LOF - Fundamental Equity L/S Sys.Hdg.Seed (GBP) ND

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

44 BNY Mellon Absolute Return Equity R GBP Acc GBP

-2.7%

45 RWC Pensato Europa Absolute Return B GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

46 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

47 Jupiter Absolute Return Acc GBP

-5.1%

Fund Name Currency Risk
25 AB SICAV I-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

26 RWC US Absolute Alpha A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.9

27 RWC Pensato Europa Absolute Return B GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

6.2

28 LOF - Fundamental Equity L/S Sys.Hdg.Seed (GBP) ND

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

28 AHFM Defined Returns B GBP Acc GBP

6.3

Fund Name Currency Loss
34 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.4%

35 Artemis Pan European Absolute Return I GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.5%

36 RWC Pensato Europa Absolute Return B GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.8%

37 Schroder ISF QEP Global Value Plus GBP C Acc GBP

-11.1%

38 Jupiter Europa L GBP B Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.2%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 0.5% 6.5% 2.1% -5.0% -2.8%
2017 -5.6% -6.6% 0.1% -0.5% 1.4%
2016 -2.6% -3.6% 3.0% 0.5% -2.4%
2015 23.3% 4.7% 2.3% 8.5% 6.2%
2014 -5.2% -2.8% -1.7% 1.3% -2.0%
2013 1.9% 4.0% -0.7% -1.6% 0.3%
2012 10.8% 6.9% 2.3% 1.1% 0.3%
2011 -1.4% 1.0% -2.7% -1.3% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. United Kingdom

Fund Info

  • Launch date18/12/2017
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU1697532379
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000

Charges

  • Annual management1.75%
  • Initial investment1.75%

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