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SWMC Small Cap European B GBP

Ranked 73 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Carter

Jamie Carter is a partner of S. W. Mitchell Capital and the investment manager of two funds; the S. W. Mitchell Small Cap European Fund and the SWMC Small Cap European Fund. Jamie joined SWMC in early 2006 and launched the S. W. Mitchell Small Cap European Fund in November 2007 after a year and a half of researching European markets, and finding himself gravitating towards the small cap space. In June 2011 Jamie went on to launch the SWMC Small Cap European Fund, a UCITS fund which is generally run pari passu with the hedge fund. Jamie was made a partner in April 2010. Prior to joining SWMC, Jamie spent nine years at JO Hambro Investment Management (JOHIM). During his time at JOHIM he managed private client portfolios and researched US companies, with a particular emphasis on technology, media and telecommunications. Jamie was born in England and educated at Radley College, where he was a scholar, and at Oxford University where he read Classics.

Objective

The investment objective of this Fund is to generate absolute returns for investors, primarily by investing, both long and short, in Small Cap European equities.The Fund will seek to achieve the investment objective by investing primarily in Small Cap European equities.The Fund may also invest up to 10% of Net Asset Value in debt securities which may include government and corporate bonds and notes and commercial paper.The Fund may also invest in other securities with equity characteristics, including preferred stocks, convertible preferred stocks, exchange traded funds, and depository receipts for such securities issued by companies in the EEA.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2018 - 31/03/2019
  • Rank 73/80 Total Return
  • Rank 58/80 Standard Deviation
  • Rank 72/80 Max Drawdown
Fund Name Currency Return
71 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.8%

72 Kairos International Sicav - Pegasus UCITS C GBP GBP

-10.7%

73 SWMC Small Cap European B GBP GBP

-10.7%

74 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.8%

75 THEAM Quant- Equity Europe Income Defensive IDGBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.0%

Fund Name Currency Risk
56 THEAM Quant- Equity Europe Income Defensive IDGBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

9.9

57 TM Sanditon European Select A Acc GBP

10.0

58 SWMC Small Cap European B GBP GBP

10.0

59 Kairos International Sicav - Key W GBP

10.2

60 GAM Star Alpha Technology Z GBP GBP

10.4

Fund Name Currency Loss
70 BSF European Opportunities Extension A4 GBP GBP

-15.7%

71 Schroder GAIA Contour Tech Equity E Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-16.0%

72 SWMC Small Cap European B GBP GBP

-16.7%

73 Polar Capital UK Absolute Equity R GBP GBP

-17.5%

74 BANOR SICAV North America Long Short Equity S GBP GBP

-18.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -15.4% -0.4% -0.1% -1.9% -13.3%
2017 20.2% 10.0% 2.9% 1.4% 4.7%
2016 -5.4% -6.5% -5.9% 6.7% 0.8%
2015 7.9% 7.5% 2.5% -3.0% 1.0%
2014 0.1% 5.0% 1.2% -5.3% -0.5%
2013 20.7% 1.1% 0.9% 9.9% 7.7%
2012 11.1% 8.9% -7.2% 3.0% 6.7%
2011 -11.7% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date01/06/2011
  • Base currencyGBP
  • ISIN IE00B4361X23

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment500,000

Charges

  • Annual management1.00%
  • 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).