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RWC US Absolute Alpha A EUR

Ranked 17 out of 171 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 : 31/05/2017 - 31/05/2018
  • Rank 17/171 Total Return
  • Rank 70/171 Standard Deviation
  • Rank 13/171 Max Drawdown
Fund Name Currency Return
15 SWMC European B EUR EUR

10.8%

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

9.6%

17 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.3%

18 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2%

18 Eleva Absolute Return Europe R EUR Cap EUR

9.2%

Fund Name Currency Risk
68 Finlabo Investments Sicav - Dynamic Equity R EUR

4.1

68 Planetarium Fund Anthilia Silver B EUR

4.1

70 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

71 DNCA Invest Miura B EUR

4.2

72 Trium Blackwall Europe L/S G EUR EUR

4.2

Fund Name Currency Loss
11 Man GLG European Mid-Cap Eqty Alt INF EUR EUR

-1.6%

12 Union Pea Long Short C EUR

-1.6%

13 Man GLG Innovation Equity Alternative IN H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

13 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

15 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 size12Mn
  • 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).