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Schroder GAIA Egerton Equity A Dis GBP

Ranked 14 out of 85 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

John Armitage

John Armitage co-founded Egerton Capital in 1994 with William Bollinger. At Egerton, John is Chief Investment Officer and responsible for all portfolio management related activities for the Firm’s equity long/short and equity long-only strategies. He is also a director of Egerton Capital Limited. Prior to co-founding Egerton Capital, John worked at Morgan Grenfell Asset Management, where he was a director from March 1991. At Morgan Grenfell, John had sole responsibility for the Morgan Grenfell European Growth Trust from its launch in April 1988 until the end of March 1994. John joined Morgan Grenfell in 1981. He specialised in Continental European equity research and fund management from 1983 onwards, and managed European equity portfolios for a wide variety of clients from 1987 to his departure in 1994. John graduated from Cambridge University in 1981 with a degree in Modern History.

Objective

To provide capital growth through direct investment, or indirectly through the use of financial derivative instruments and collective investment schemes, in equity and equity related securities globally including emerging markets. The Fund may also have synthetic short positions but will normally be net long when long and short positions are combined.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/10/2015 - 31/10/2016
  • Rank 14/85 Total Return
  • Rank 51/85 Standard Deviation
  • Rank 20/85 Max Drawdown
Fund Name Currency Risk
49 Jupiter Absolute Return Acc GBP

7.9

50 Melchior Selected Tr Eur Enh Abs Ret I2 GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

8.3

51 Schroder GAIA Egerton Equity A Dis GBP GBP

8.6

52 CS (Lux) Small and Mid Cap Alpha L/S Fd UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

8.9

53 Threadneedle UK Extended Alpha INA GBX GBP

9.2

53 GAM Star Global Quality GBP Acc GBP

9.2

Fund Name Currency Loss
18 Majedie Asset Management Tortoise B Acc GBP

-2.9%

19 BlackRock UK Absolute Alpha A Acc GBP

-3.2%

20 Schroder GAIA Egerton Equity A Dis GBP GBP

-3.2%

20 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

22 Majedie Tortoise A Acc GBP

-3.2%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 1.9% 2.7% 7.8%
2015 2.6% -3.3% -1.1% 4.5% 2.8%
2014 -4.0% -2.4% -2.8% -1.8% 3.1%
2013 25.2% 12.3% 5.2% -0.3% 6.2%
2012 8.9% 8.8% -4.5% 0.8% 3.9%
2011 -8.0% 1.2% 2.7% -10.3% -1.2%
2010 9.3% 2.9% -10.8% 12.6% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Iceland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date25/11/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0465750833

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment3

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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).