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RWC US Absolute Alpha A EUR

Ranked 19 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Mike Corcell

Mike Corcell has 13 years of experience in US equity fund management. He worked as an analyst at Karsch Capital in 2002 before joining Threadneedle Investments in 2003 to launch and manage the US long/short strategy-American Crescendo. Following Threadneedle, he joined SAC to manage a US equity long/short investment. Mike graduated from Colgate University in New York.

Alex Robarts

Objective

To provide a total return in a variety of market environments in excess of the return on short-term instruments, through a long / short equity strategy, using derivative strategies where appropriate, to gain exposure primarily to US equity securities. The Sub-Fund will invest its assets, directly or through the use of financial derivative instruments, in equities, equity linked securities, cash, cash equivalents and short-dated instruments.

Showing fund performance in Jersey View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 19/173 Total Return
  • Rank 64/173 Standard Deviation
  • Rank 20/173 Max Drawdown
Fund Name Currency Return
17 Eleva Absolute Return Europe R EUR Cap EUR

9.8%

18 Alken Fund - Absolute Return Europe-H EUR

9.5%

19 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.5%

20 SWMC Small Cap European B EUR EUR

8.5%

21 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

8.5%

Fund Name Currency Risk
64 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

65 Moneta Long Short A EUR

4.0

66 BSF Global Long/Short Equity D2 EUR EUR

4.0

Fund Name Currency Loss
18 Union Pea Long Short C EUR

-1.6%

19 Anima Star Italia Alto Potenziale A EUR

-1.6%

20 Man GLG Innovation Equity Alternative IN H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

20 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

22 Eleva Absolute Return Europe R EUR Cap EUR

-1.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.1%
2017 5.3% -1.9% 2.9% 1.7% 2.6%
2016 -6.7% -4.8% 1.8% -1.1% -2.7%
2015 4.0% -0.3% -0.3% 4.1% 0.6%
2014 4.5% 2.9% -0.3% -2.4% 4.3%
2013 13.0% 3.2% 0.0% 4.9% 4.4%
2012 15.8% 4.6% 2.8% 4.5% 3.1%
2011 -3.1% 1.1% -0.8% -1.4% -2.0%
2010 -5.7% 0.1% -4.0% -2.0% 0.2%
2009 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Singapore
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date25/09/2009
  • Share Class size11Mn
  • Base currencyEUR
  • ISIN LU0453474784
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

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