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Melchior Selected Trust European Opps I1 EUR

Ranked 57 out of 1050 in - Europe over 12 months
All calculations are in EUR

Managed by

David Robinson

David Robinson is a fund manager and investment analyst at Dalton Strategic Partnership where he runs equity portfolios with a defensive growth and cyclical growth investment style. Before joining Dalton in 2005, he worked at Freshfields Bruckhaus Deringer LLP for two years as a trainee solicitor. David studied modern history at New College, Oxford University. He was born in Swindon and is currently based in London where away from the office his interests include shooting, backgammon and racing.

Objective

The investment objective of the Fund is to achieve longer term capital growth, without undue risk, through diversified investment of at least two-thirds of its total assets in equities and bonds that are issued by corporations that have their registered office, or carry out a predominant portion of their economic activity in Europe and bonds issued by governments / government agencies in Europe. The Sub-Fund may also invest up to one-third of its total assets in other equities, bonds and collective investment schemes and bonds issued by supranational organizations worldwide.

Performance

Europe over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.0% 2.7% 4.4% 0.8%
2013 24.4% 8.0% 0.6% 5.7% 8.3%
2012 18.0% 6.7% 0.0% 7.0% 3.3%
2011 -3.3% -0.8% 1.1% -11.6% 9.1%
2010 16.2% 0.4% 7.6% 7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Spain

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