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Phileas L/S Europe R

Ranked 20 out of 75 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Objective

The fund's objective is to achieve over the recommended investment period, an absolute performance uncorrelated to equity markets, with a volatility lower than that of equity markets as measured by the Stoxx 600. Management is conducted through long and short positions in equity markets, mainly European, selected on a discretionary basis.

Showing fund performance in South Africa View performance globally

Performance

Market Neutral over : 31/05/2017 - 31/05/2018
  • Rank 20/75 Total Return
  • Rank 53/75 Standard Deviation
  • Rank 25/75 Max Drawdown
Fund Name Currency Return
18 BSF Americas Diversified Equity Abs Ret A2 EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4%

19 F&C Real Estate Equity Long/Short A EUR Acc EUR

4.1%

20 Phileas L/S Europe R EUR

3.3%

21 Allianz Discovery Germany Strategy - I - EUR EUR

3.3%

22 RAM (Lux) SF-Long/Short Emerging Mkts Eq EH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8%

Fund Name Currency Risk
51 AZ Fund 1 Market Neutral A AZ FUND Acc EUR

4.4

52 Old Mutual Global Equity Abs Return EUR A Acc Hdgd

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4

53 Phileas L/S Europe R EUR

4.6

54 Mandelbrot Market Neutral Germany EUR

4.6

55 FT Alpha Europe Market Neutral (IT) EUR

4.9

Fund Name Currency Loss
23 Exane Funds 1 - Exane Mercury Fund A EUR

-1.6%

24 HINKEL RELATIVE PERFORMANCE HI FONDS EUR

-1.6%

25 Phileas L/S Europe R EUR

-1.7%

26 Laffitte Funds Laffitte Dynamic Strategies EUR-I EUR

-1.8%

27 Old Mutual Global Equity Abs Return EUR A Acc Hdgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.2%
2017 0.1% 1.3% -0.4% -0.9% 0.1%
2016 -4.4% -2.5% 1.6% 0.5% -4.0%
2015 7.1% 2.3% 0.5% 2.6% 1.5%
2014 1.4% 1.1% -2.3% 1.9% 0.8%
2013 1.0% 1.2% 0.3% -2.4% 1.9%
2012 2.0% 1.0% 1.7% -0.3% -0.5%
2011 1.7% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. United Kingdom

Fund Info

  • Launch date15/04/2011
  • Share Class size24Mn
  • Base currencyEUR
  • ISIN FR0011024298

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0.001

Charges

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