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SWMC European B GBP

Ranked 69 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Mitchell

Stuart Mitchell draws on more than 15 years' experience in European markets for the management of the St James's Place Continental European Fund. Born in Scotland in 1954, Mitchell studied Medieval History at St. Andrews University. He started out with Morgan Grenfell Asset Management in 1987 and worked his way up from European analyst to a director and head of European equities prior to joining J O Hambro Investment Management in 1998. Stuart left Hambro in March 2005 to establish S. W. Mitchell Capital.

Objective

The investment objective of the fund is to have a 12% annualised return with half the volatility of the market. The Fund may also invest up to 10% of its net asset value in debt securities which may include government and corporate bonds and notes (fixed and floating rate) and commercial paper which may be rated either above or below investment grade (a rating of BBB or above by Standards & Poor's or another internationally recognised credit agency).

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2018 - 31/03/2019
  • Rank 69/80 Total Return
  • Rank 76/80 Standard Deviation
  • Rank 77/80 Max Drawdown
Fund Name Currency Return
67 LOF - Fundamental Equity L/S Sys.Hdg.Seed (GBP) ND

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.9%

68 Schroder GAIA Contour Tech Equity E Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.7%

69 SWMC European B GBP GBP

-8.4%

70 RWC Pensato Europa Absolute Return B GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.7%

71 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.8%

Fund Name Currency Risk
74 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

16.8

75 Threadneedle American Extended Alpha GBP Ret Net A GBP

17.1

76 SWMC European B GBP GBP

18.1

77 Polar Capital UK Absolute Equity R GBP GBP

19.4

78 Jupiter International Financials Acc GBP

19.6

Fund Name Currency Loss
75 Jupiter International Financials Acc GBP

-21.4%

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%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.2%
2018 -19.9% -1.0% 3.4% -0.5% -21.4%
2017 21.1% 10.8% 0.9% 4.0% 4.2%
2016 -4.5% -10.3% -9.1% 6.3% 10.1%
2015 6.8% 15.3% -3.0% -7.9% 3.7%
2014 -4.5% 7.8% -5.9% -6.7% 0.9%
2013 32.6% 8.7% 3.1% 12.0% 5.7%
2012 -4.6% 3.1% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date29/02/2012
  • Share Class size981Mn
  • Base currencyGBP
  • ISIN IE00B62SZ312

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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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).