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Majedie Asset Management Tortoise B Acc

Ranked 82 out of 84 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Tom Morris

Tom Morris is a fund manager and analyst with 7 years’ investment experience in UK and international equity markets at Majedie. He is responsible for co-managing the Tortoise Fund, Global Equity Fund and Global Focus Fund, having previously worked for Majedie as an equity analyst. Tom holds a Master of Sciences degree in Natural Sciences, specialising in Physics, from St Catharine’s College, Cambridge. He is a CFA charterholder.

Matthew Smith

Matthew Smith is a fund manager and analyst with 22 years' investment experience in UK and international equity markets. Matthew is responsible for lead managing the Tortoise Fund and co-managing both the UK Equity and UK Focus funds. Before joining Majedie in 2006, Matthew had been a Director at Deutsche Bank, where he was Pan European Support Services Analyst. Until 2004 he had been a Director and Transport Analyst at Credit Suisse. Prior to that, he was a fund manager and analyst at NPI, where he managed the NPI UK Extra Income Unit Trust. Matthew joined NPI in 1994. He holds a Bachelor of Science degree in Geophysics from the University of Southampton. He is SFA qualified and an Associate Member of the CFA Society of the UK.

Objective

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/10/2016 - 31/10/2017
  • Rank 82/84 Total Return
  • Rank 53/84 Standard Deviation
  • Rank 81/84 Max Drawdown
Fund Name Currency Return
80 TM Sanditon UK Select A Acc GBP

-10.4%

81 Melchior Selected Tr Eur Enh Abs Ret I7 GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.9%

82 Majedie Asset Management Tortoise B Acc GBP

-12.0%

83 Majedie Tortoise A Acc GBP

-13.6%

84 Odey Swan I GBP GBP

-24.0%

Fund Name Currency Risk
51 Majedie Tortoise A Acc GBP

6.5

52 LOF - Fundamental Equity L/S Sys.Hdg.Seed (GBP) ND

Currency exposure is hedged

Currency exposure is hedged

GBP

6.5

53 Majedie Asset Management Tortoise B Acc GBP

6.6

54 DB Platinum Ivory Optimal I1C-G GBP

6.8

55 CS (Lux) Small and Mid Cap Alpha L/S Fd UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.8

Fund Name Currency Loss
79 TM Sanditon UK Select A Acc GBP

-11.0%

80 Melchior Selected Tr Eur Enh Abs Ret I7 GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-12.0%

81 Majedie Asset Management Tortoise B Acc GBP

-12.0%

82 Majedie Tortoise A Acc GBP

-13.6%

83 DB Platinum IV Clinton Equity Strategies I2C-G GBP

-18.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -2.1% -5.9% 1.1%
2016 28.3% 8.6% 9.5% 3.7% 4.2%
2015 -7.1% 3.3% -3.6% -3.7% -3.1%
2014 1.8% 4.2% -1.3% -3.0% 2.1%
2013 18.5% 1.8% 6.1% 6.3% 3.2%
2012 7.9% 0.4% -2.7% 1.9% 8.4%
2011 10.9% 1.4% 1.9% 9.0% -1.6%
2010 -0.2% -0.6% -0.3% 0.3% 0.4%
2009 34.7% 9.0% 15.1% 8.7% -1.1%
2008 11.3% -2.4% 10.8% 0.7% 2.2%
2007 11.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
United Kingdom 0.000% 18-Sep-2017 8.56
United Kingdom 0.000% 02-Oct-2017 6.93
GBP Cash 6.25
United Kingdom 0.000% 17-Jul-2017 6.23
United Kingdom 0.000% 03-Jul-2017 5.76
United Kingdom 0.000% 31-Jul-2017 5.22
United Kingdom 0.000% 14-Aug-2017 4.67
Barrick Gold Corp ORD 4.39
United Kingdom 0.000% 04-Sep-2017 3.89
United Kingdom 0.000% 07-Aug-2017 3.79
30/06/2017

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date31/07/2007
  • Share Class size76Mn
  • Base currencyGBP
  • ISIN IE00B240WZ84

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment100,000

Charges

  • Annual management0.00%
  • Initial investment0

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