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Schroder GAIA Egerton Equity A Dis GBP

Ranked 51 out of 67 in - Long/Short Equity over 12 months
All calculations are in GBP

Managed by

John Armitage

John Armitage co-founded Egerton Capital in 1994 with William Bollinger. At Egerton, John is Chief Investment Officer and responsible for all portfolio management related activities for the Firm’s equity long/short and equity long-only strategies. He is also a director of Egerton Capital Limited. Prior to co-founding Egerton Capital, John worked at Morgan Grenfell Asset Management, where he was a director from March 1991. At Morgan Grenfell, John had sole responsibility for the Morgan Grenfell European Growth Trust from its launch in April 1988 until the end of March 1994. John joined Morgan Grenfell in 1981. He specialised in Continental European equity research and fund management from 1983 onwards, and managed European equity portfolios for a wide variety of clients from 1987 to his departure in 1994. John graduated from Cambridge University in 1981 with a degree in Modern History.

Objective

To provide capital growth through direct investment, or indirectly through the use of financial derivative instruments and collective investment schemes, in equity and equity related securities globally including emerging markets. The Fund may also have synthetic short positions but will normally be net long when long and short positions are combined.

Performance

Long/Short Equity over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.4% -2.8% -1.8%
2013 25.2% 12.3% 5.2% -0.3% 6.2%
2012 8.9% 8.8% -4.5% 0.8% 3.9%
2011 -8.0% 1.2% 2.7% -10.3% -1.2%
2010 9.3% 2.9% -10.8% 12.6% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Iceland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date25/11/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0465750833

Purchase Info

  • Min. initial investment8,776
  • Min. additional investment0

Charges

  • Annual management2.0%
  • Initial investment3

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