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Algebris Financial Equity B EUR Acc

Ranked 10 out of 172 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Simon Peters

Simon Peters joined Algebris in June 2015 as portfolio manager for public equity strategies with lead responsibility for investments in Europe and EMEA. Peters has more than 20 years’ experience in the financial sector. Before joining Algebris, Peters was a global equity financials PM at PIMCO. He also ran a global long/short financials fund at Gartmore/Henderson for eight years and has previously worked for the sovereign wealth fund GIC, Government of Singapore Investment Corp, where he ran financial portfolios. Simon is a CFA charter holder, a qualified accountant (ACA) and holds a BA (Hons) in economics from the University of Exeter, UK. Outside work he enjoys a range of sports including tennis and swimming.


To achieve positive absolute returns, primarily by taking long and synthetic short positions primarily in transferable securities and financial derivative instruments (FDIs) of companies in or related to the global financial services sector and to a lesser extent, the real estate sector.

Showing fund performance in Jersey View performance globally


Long/Short Equity over : 30/04/2017 - 30/04/2018
  • Rank 10/172 Total Return
  • Rank 163/172 Standard Deviation
  • Rank 129/172 Max Drawdown
Fund Name Currency Return
8 Carmignac Euro-Patrimoine A EUR acc EUR


9 Rhenman Healthcare Equity L/S I1 EUR C EUR


10 Algebris Financial Equity B EUR Acc EUR


11 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged



12 Pictet TR - Mandarin-I EUR EUR


Fund Name Currency Risk
161 Polar Capital UK Absolute Equity I EUR EUR


162 PE-Invest 1 EUR


163 Algebris Financial Equity B EUR Acc EUR


164 Rivoli International Fund V9 E

Currency exposure is hedged

Currency exposure is hedged



165 PE-Invest 2 EUR


Fund Name Currency Loss
127 3.14 Tungsten Long Short Strategy A EUR


128 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged



129 Algebris Financial Equity B EUR Acc EUR


130 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged



131 THEAM Quant- Equity Europe Income Defensive C EUR EUR


Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.7%
2017 21.8% 7.4% 8.0% 5.7% -0.7%
2016 11.9% -13.0% -4.2% 13.4% 18.5%
2015 -5.1% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date15/05/2015
  • Share Class size00Mn
  • Base currencyEUR

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0


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