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UI - Petrus Advisers Special Situations Fd UCITS I

Ranked 7 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Michael Sieghart

Michael Sieghart was born in Vienna, Austria in 1974. He attended the University of Economics and Business Administration in Vienna where he received a Masters degree in Finance and Economics. Michael is a Certified Financial Analyst and has been in fund management for ten years. Michael joined DWS as a management trainee in August 1997, and between 1998 and '99 worked as a fund manager for European equities at Deutsche Asset Management. He was then a senior fund manager in European equities at DWS in Frankfurt. He has specialised in European Pharma & Boitech companies, and amongst others, Michael currently manages the DWS Invest European Equities and the DWS Invest European Equities 130/30 funds.

Objective

The investment objective of the fund is to generate high returns from long/short trading in the Continental European region. The focus on the fund lies within undervalued equities with low correlation to overall equity market mainly in the small midcap segment with stable cash flow and/or restructuring need primarily in German speaking Europe and the CEE region. The fund will engage in active trading to capitalize on short term to generate extra returns. The fund may perform derivative trades in order to hedge positions or to increase its returns.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.5% 0.4% 1.3% 1.7% -8.7%
2017 13.6% 5.5% 5.6% 4.1% -2.1%
2016 11.8% 4.0% 2.7% 3.5% 1.2%
2015 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Netherlands
  5. United Kingdom

Fund Info

  • Launch date06/08/2015
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU1214677046

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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