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Schroder GAIA Egerton Equity A Dis GBP

Ranked 60 out of 67 in - Long/Short Equity over 12 months
All calculations are in GBP

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.

Performance

Long/Short Equity over : 30/09/2013 - 30/09/2014
  • Rank 60/67 Total Return
  • Rank 45/67 Standard Deviation
  • Rank 50/67 Max Drawdown
Fund Name Loss
48 RWC Global Growth Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged

-6.4%

49 RiverCrest European Equity Alpha B GBP

-7.0%

50 Schroder GAIA Egerton Equity A Dis GBP

-7.0%

51 Pensato Europa Absolute Return R GBP B

Currency exposure is hedged

Currency exposure is hedged

-7.2%

52 Schroder Absolute UK Dynamic P1 Acc

-7.5%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -6.8% -2.4% -2.8% -1.8%
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%
2009 0.3% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

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

Purchase Info

  • Min. initial investment8,776
  • Min. additional investment0

Charges

  • Annual management2.0%
  • Initial investment3

Related News

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