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AIM LUX AIM Europe Selection EUR-C

Ranked 28 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

William Sharp

William Sharp holds a degree in Mathematics from Dauphine University in Paris and a postgraduate degree in economics from Assas University in the same city. Starting off in the financial industry as a financial analyst for small and mid cap equities with Dupont-Denant, he moved up to the position of senior analyst for pan-European small cap equities with Axa in 1998. In 2004 Sharp made the move up into portfolio management drawing on his experience in the pan-European small cap equities sector gained in the preceding decade. He then became advisor on the Oyster European Small Cap Fund at Banque Syz before joining Avenir Finance in December 2014 where he is a senior fund manager.

Objective

The objective of the sub-fund is to seek, over the recommended three-year investment period, a performance linked to the international equity markets, mainly European, in the context of discretionary management. Management is exercised through long and short positions in global, mainly European, equity markets, which are selected on a discretionary basis. Net exposure to equity markets may range from 0% to 100%.

Showing fund performance in Jersey View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 28/173 Total Return
  • Rank 112/173 Standard Deviation
  • Rank 80/173 Max Drawdown
Fund Name Currency Risk
110 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

6.3

111 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.3

112 AIM LUX AIM Europe Selection EUR-C EUR

6.4

113 Tages Anavon Global Equity L/S Ucits S EUR Cap EUR

6.5

114 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

6.5

Fund Name Currency Loss
78 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

79 Ennismore European Smaller Companies EUR EUR

-3.3%

80 AIM LUX AIM Europe Selection EUR-C EUR

-3.3%

80 BDL Rempart Europe C EUR

-3.3%

82 MFM Funds Lux-MFM Global Thematic Lg/Sht-I EUR EUR

-3.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 16.3% 7.2% 2.6% 4.0% 1.7%
2016 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date26/08/2016
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN LU1366208194

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management0.70%

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