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RWC US Absolute Alpha A GBP H

Ranked 55 out of 82 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Mike Corcell

Mike Corcell has 13 years of experience in US equity fund management. He worked as an analyst at Karsch Capital in 2002 before joining Threadneedle Investments in 2003 to launch and manage the US long/short strategy-American Crescendo. Following Threadneedle, he joined SAC to manage a US equity long/short investment. Mike graduated from Colgate University in New York.

Alex Robarts

Objective

To provide a total return in a variety of market environments in excess of the return on short-term instruments, through a long / short equity strategy, using derivative strategies where appropriate, to gain exposure primarily to US equity securities. The Sub-Fund will invest its assets, directly or through the use of financial derivative instruments, in equities, equity linked securities, cash, cash equivalents and short-dated instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 28/02/2018 - 28/02/2019
  • Rank 55/82 Total Return
  • Rank 46/82 Standard Deviation
  • Rank 42/82 Max Drawdown
Fund Name Currency Return
53 Jupiter Absolute Return Acc GBP

-3.6%

54 Alken Fund - Absolute Return Europe-GB1 GBP

-3.9%

55 RWC US Absolute Alpha A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

56 Jupiter Europa L GBP B Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

57 Neuberger Berman US Long Short Equity GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

57 RWC Pensato Europa Absolute Return B GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

Fund Name Currency Risk
44 Jupiter Global Absolute Return D GBP Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3

45 Majedie Asset Management Tortoise B Acc GBP

7.4

46 RWC US Absolute Alpha A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5

47 Threadneedle (Lux)-Pan European Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

8.1

48 AB SICAV I-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

8.2

Fund Name Currency Loss
40 TM Sanditon European Select A Acc GBP

-6.8%

41 Kairos International Sicav - Key W GBP

-6.8%

42 RWC US Absolute Alpha A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.5%

43 JPM Europe Equity Absolute Alpha C (perf) DisGBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.7%

44 Man Alternative Style Risk Premia I H GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.8%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -1.5% 2.0% 2.4% 2.0% -7.5%
2017 6.2% -1.6% 3.1% 1.9% 2.8%
2016 -5.9% -4.6% 2.0% -0.9% -2.5%
2015 4.6% -0.2% -0.1% 4.1% 0.9%
2014 4.9% 2.9% -0.3% -2.2% 4.6%
2013 13.5% 3.3% 0.1% 5.0% 4.5%
2012 16.4% 4.6% 2.9% 4.8% 3.2%
2011 -3.3% 1.0% -0.9% -1.5% -1.8%
2010 -5.4% 0.1% -3.9% -2.0% 0.3%
2009 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Singapore
  5. Sweden
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date25/09/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0453474941
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%

Related News

As US corporate leverage soars, is history repeating?

Concerns on leverage are increasingly dictating equity valuations and have sparked fears of another recession.

RWC Absolute Alpha team turns on the US consumer

RWC Partners’ Mike Corcell and Alex Robarts are not anticipating a vintage year for US equities as the country braces itself for political volatility.

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