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Melchior Sel Trust European Absolute Ret C

Ranked 47 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 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 : 30/04/2017 - 30/04/2018
  • Rank 47/82 Total Return
  • Rank 25/82 Standard Deviation
  • Rank 12/82 Max Drawdown
Fund Name Currency Risk
23 Blackrock Global Long Short Equity D Acc GBP

3.7

24 Janus Henderson European Absolute Return A Acc GBP

3.7

25 Melchior Sel Trust European Absolute Ret C GBP

3.9

26 JPM Europe Equity Absolute Alpha C (perf) DisGBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

4.0

27 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.0

Fund Name Currency Loss
10 RWC US Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

11 Janus Henderson UK Absolute Return A Acc GBP

-1.7%

12 Melchior Sel Trust European Absolute Ret C GBP

-1.8%

12 Janus Henderson UK Absolute Return R GBP Acc 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 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).