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CS (Lux) Small and Mid Cap Alpha L/S Fd B EUR

Ranked 6 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Felix Meier

Felix Meier was born in Tubingen, Germany in 1972 and obtained an MBA from the Universityof St. Gallen in 1998. He started his career as a trainee at Zurich Finacial Services Group in 1998 and joined Credit Suisse Asset Management in 1999 where he is currently a director. Felix manages the Credit Suisse (Lux) Small&Mid Cap Germany Fund and describes his investment style as 'fundamental bottom up'. Felix is a CFA Institute Member and Swiss CFA Society Member, and in his spare time he enjoys fly fishing, tennis, walking, music and going to the cinema and theatre.

Objective

This Equity Fund is actively managed aiming to outperform the return of the CS AllHedge Index Long/Short Equity benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in equities and equity-type securities directly or via synthetic exposure. Investments in equities and equity-type securities of small and medium sized issuers domiciled in the European Region will account for a larger proportion than investments in equities and equity-type securities of other issuers. The Fund can use derivatives to achieve the above aims. The Fund uses derivatives to reduce the impact of changes in currency exchange rates on the performance.

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Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 6/183 Total Return
  • Rank 147/183 Standard Deviation
  • Rank 37/183 Max Drawdown
Fund Name Currency Return
4 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

31.9%

5 Trias L/S Fund Class EUR EUR

28.7%

6 CS (Lux) Small and Mid Cap Alpha L/S Fd B EUR EUR

26.1%

7 Algebris Financial Equity B EUR Acc EUR

21.8%

8 Hector SICAV Campsor Long Short Eq B EUR Cap EUR

21.4%

Fund Name Currency Risk
145 MS Ascend UCITS I EUR EUR

6.9

145 Majedie Asset Management Tortoise I Acc EUR

6.9

147 CS (Lux) Small and Mid Cap Alpha L/S Fd B EUR EUR

7.0

148 Odey Giano European R EUR Acc EUR

7.1

149 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.1

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 26.1% 3.5% 6.5% 8.8% 5.2%
2016 -3.4% -6.0% -2.8% 4.6% 1.0%
2015 0.7% 6.2% -1.6% -4.8% 1.2%
2014 2.2% 9.4% 0.2% -6.2% -0.6%
2013 16.4% 2.3% 3.3% 6.5% 3.5%
2012 4.0% 6.4% -6.1% 0.1% 3.9%
2011 -3.8% 1.6% -2.6% -7.0% 4.5%
2010 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date26/07/2010
  • Share Class size52Mn
  • Base currencyEUR
  • ISIN LU0525285697

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment1.6

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