Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Schroder GAIA Egerton Equity A Dis GBP

Ranked 17 out of 84 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 : 31/10/2016 - 31/10/2017
  • Rank 17/84 Total Return
  • Rank 82/84 Standard Deviation
  • Rank 71/84 Max Drawdown
Fund Name Currency Return
15 Schroder UK Dynamic Abs Return P1 Acc GBP

17.1%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

17.0%

17 Schroder GAIA Egerton Equity A Dis GBP GBP

17.0%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

16.4%

19 Jupiter JGF Europa L GBP B Acc HSC GBP

16.2%

Fund Name Currency Risk
80 Polar Capital UK Absolute Equity R GBP GBP

11.9

81 SWMC European B GBP GBP

11.9

82 Schroder GAIA Egerton Equity A Dis GBP GBP

13.1

83 FP Argonaut Absolute Return GBP A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

13.2

84 Odey Swan I GBP GBP

13.5

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 8.7% 3.5%
2016 10.7% 1.9% 2.7% 7.8% -1.8%
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. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. 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

  • Initial investment3

Related News

Schroders to launch US long/short equity fund

The Alt Ucits launch for Boston-based Sirios will be Schroders' third externally managed fund on its alternatives GAIA platform.

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