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Schroder UK Dynamic Abs Return P1 Acc

Ranked 36 out of 82 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Paul Marriage

Paul Marriage does not confine himself to a particular investment style when stocking his portfolio for the Cazenove UK Smaller Companies fund. Instead, he concentrates on the business cycle and how companies’ earnings are affected during its different stages. Marriage joined Cazenove in 2005 and is a member of the pan-European equity team, having previously worked at Insight as head of UK small cap investment. He studied modern history at University College, Oxford before embarking upon his career.

John Warren

John Warren is a fund manager within the Pan European Equity team at Cazenove Capital. John started his career at PricewaterhouseCoopers as a chartered accountant in 1998. He moved to Investec Bank in 2001 where he became a UK mid & small cap fund manager prior to joining Cazenove in 2010. John graduated from Loughborough University with a degree in Accountancy. He holds the ACA and SFA designations.

Objective

The Fund aims to achieve an absolute return by investing in equity and equity related securities of UK companies. Absolute returns means the Fund seeks a positive return over rolling 12-month periods in all market conditions, but this cannot be guaranteed and your capital is at risk.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 30/04/2017 - 30/04/2018
  • Rank 36/82 Total Return
  • Rank 21/82 Standard Deviation
  • Rank 14/82 Max Drawdown
Fund Name Currency Return
34 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6%

35 Ennismore European Smaller Companies GBP A GBP

4.3%

36 Blackrock Global Long Short Equity D Acc GBP

4.0%

36 Schroder UK Dynamic Abs Return P1 Acc GBP

4.0%

38 GAM Star Global Quality GBP Acc GBP

3.8%

Fund Name Currency Loss
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%

15 Jupiter JGF Europa L GBP B Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

16 LM MC Japan Abs Alpha M (PF) GBP Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.6%
2017 10.9% 6.1% 2.7% 1.3% 0.5%
2016 3.3% -3.7% -4.8% 10.0% 2.4%
2015 10.8% 0.2% 8.9% 3.3% -1.7%
2014 -8.6% -1.5% -4.6% -0.2% -2.6%
2013 18.5% 0.7% 6.1% 6.7% 4.0%
2012 12.7% 3.1% 1.1% 4.9% 3.1%
2011 8.7% 4.2% 8.8% -1.8% -2.4%
2010 5.3% -0.5% -7.0% 7.2% 6.2%
2009 -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date07/09/2009
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN GB00B3N74T57

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Initial investment0

Related News

Marriage recruits Schroders' equity veteran for boutique

Citywire A-rated Paul Marriage and co-manager John Warren have recruited Schroders’ equity trading specialist Stephen Nas

Schroders' Marriage and Warren leave to set up boutique

Citywire A-rated small cap UK equity managers Paul Marriage and John Warren are leaving Schroders to set up a boutique.

Schroders cuts time horizon on rebranded absolute return funds

Changes to mandates run by John Warren, Paul Marriage and Steve Cordell to 'bring funds in line with other Schroder absolute return funds'.

Schroders reopens Marriage's Absolute UK Dynamic fund

Schroders reopens Paul Marriage's fund after its assets dropped to £240 million.

Alternative Ucits: Cazenove's Marriage shorts 'excessively valued' bluechips

‘It’s a very straightforward process, driven by stock picking,’ says Marriage. ‘We recognise our limitations. We don’t do macro and we don’t use any sort of quantitative screening.’

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