Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Melchior Sel Trust European Absolute Ret C

Ranked 42 out of 82 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, or using derivatives to generate exposure to such equities, 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.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/05/2017 - 31/05/2018
  • Rank 42/82 Total Return
  • Rank 19/82 Standard Deviation
  • Rank 12/82 Max Drawdown
Fund Name Currency Return
40 Pictet TR - Corto Europe-I GBP GBP

3.6%

41 Threadneedle UK Extended Alpha INA GBX GBP

3.6%

42 Melchior Sel Trust European Absolute Ret C

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4%

43 BANOR SICAV North America Long Short Equity S GBP GBP

3.4%

44 Schroder UK Dynamic Abs Return P1 Acc GBP

3.1%

Fund Name Currency Risk
17 CS (Lux) Multi-Advisor Equity Alpha Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

17 Old Mutual UK Opportunities A Acc GBP

3.4

19 Melchior Sel Trust European Absolute Ret C

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

20 Smith & Williamson Enterprise A GBP

3.4

21 BSF European Absolute Return D2 GBP GBP

3.4

Fund Name Currency Loss
10 H2O Fidelio Fund H-R(C) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

11 Janus Henderson UK Absolute Return A Acc GBP

-1.7%

12 Janus Henderson UK Absolute Return R GBP Acc GBP

-1.8%

12 Melchior Sel Trust European Absolute Ret C

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.8%

14 Schroder UK Dynamic Abs Return P1 Acc GBP

-1.9%

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 currencyUSD
  • ISIN LU0476438998
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management2.00%
  • Initial investment2

Related News

Dalton launches enhanced European equity long/short equity fund

The boutique has soft-launched a leveraged version of its flagship European equity long/short fund managed by Leonard Charlton.

Absolutely fab Dalton sees full-year profit double

The asset manager's popular absolute return strategies helped the boutique double profit to £5.2 million last year.

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