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Schroder GAIA Egerton Equity A Dis GBP

Ranked 7 out of 83 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 Sub-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 : 31/03/2017 - 31/03/2018
  • Rank 7/83 Total Return
  • Rank 79/83 Standard Deviation
  • Rank 65/83 Max Drawdown
Fund Name Currency Return
5 MS Alkeon UCITS A GBP GBP

22.6%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

21.2%

7 Schroder GAIA Egerton Equity A Dis GBP GBP

16.7%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

16.5%

9 City Financial Absolute Equity A Acc GBP

14.3%

Fund Name Currency Loss
63 Threadneedle UK Extended Alpha INA GBX GBP

-5.5%

64 Schroder ISF QEP Global Value Plus GBP C Acc GBP

-5.5%

65 Schroder GAIA Egerton Equity A Dis GBP GBP

-5.6%

66 MS Alkeon UCITS A GBP GBP

-5.7%

67 THEAM Quant- Equity Europe Income Defensive IDGBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.7%
2017 19.8% 5.5% 8.7% 3.5% 0.9%
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 currencyEUR
  • ISIN LU0465750833

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • 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).