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Melchior Sel Trust European Absolute Ret C

Ranked 50 out of 83 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Leonard Charlton

Leonard Charlton joined Dalton Strategic Partnership in 2006 where he has run the Melchior Selected Trust European Absolute Return Fund since February 2010. His strategy on the fund involves a combination of fundamental stock selection with an active trading overlay in both the long and the short portfolio. Leonard runs institutional mandates and invests in his own strategies. He is based in London and studied management science at the University of Manchester Institute of Science and Technology (UMIST).

Objective

The investment objective of the European Absolute Return Fund is to achieve longer term capital growth, without undue risk through diversified investment in equities of companies which are listed on a stock exchange in the European region or of companies that have their registered office, or carry out a predominant portion of their economic activity in the European region. It is is designed to achieve absolute returns irrespective of market conditions.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 50/83 Total Return
  • Rank 26/83 Standard Deviation
  • Rank 33/83 Max Drawdown
Fund Name Currency Return
48 CS (Lux) Multi-Advisor Equity Alpha Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0%

49 Janus Henderson HF Pan European Alpha I2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9%

50 Melchior Sel Trust European Absolute Ret C GBP

1.8%

51 Liontrust GF European Strategic Equity C3 GBP Acc GBP

1.7%

52 Lazard European Alternative C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

52 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

52 Janus Henderson European Absolute Return A Acc GBP

1.4%

Fund Name Currency Risk
24 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

25 Schroder European Equity Abs Return P1 Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

26 Melchior Sel Trust European Absolute Ret C GBP

3.9

27 BSF Global Long/Short Equity D2 GBP GBP

4.0

28 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.0

Fund Name Currency Loss
32 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

33 Melchior Sel Trust European Absolute Ret C GBP

-2.8%

33 Janus Henderson HF Pan European Alpha I2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

35 Odey Giano European GBP Inc GBP

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.2%
2017 -2.9% -2.5% -1.9% 0.6% 0.9%
2016 -10.6% -1.0% -3.7% -3.3% -3.1%
2015 6.2% 1.6% 2.3% 0.4% 1.7%
2014 5.3% 2.4% -0.2% 2.4% 0.6%
2013 -3.6% 0.3% -3.1% -1.8% 1.0%
2012 -5.2% -2.9% -0.8% 0.9% -2.4%
2011 5.7% -0.4% 2.6% 2.4% 1.1%
2010 0.9% 4.1% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Spain
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date26/02/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0476438998

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

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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).