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SWMC European B EUR

Ranked 15 out of 171 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Stuart Mitchell

Stuart Mitchell draws on more than 15 years' experience in European markets for the management of the St James's Place Continental European Fund. Born in Scotland in 1954, Mitchell studied Medieval History at St. Andrews University. He started out with Morgan Grenfell Asset Management in 1987 and worked his way up from European analyst to a director and head of European equities prior to joining J O Hambro Investment Management in 1998. Stuart left Hambro in March 2005 to establish S. W. Mitchell Capital.

Objective

The investment objective of the fund is to have a 12% annualised return with half the volatility of the market. The Fund may also invest up to 10% of its net asset value in debt securities which may include government and corporate bonds and notes (fixed and floating rate) and commercial paper which may be rated either above or below investment grade (a rating of BBB or above by Standards & Poor's or another internationally recognised credit agency).

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Performance

Long/Short Equity over : 31/05/2017 - 31/05/2018
  • Rank 15/171 Total Return
  • Rank 151/171 Standard Deviation
  • Rank 94/171 Max Drawdown
Fund Name Currency Return
13 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

11.3%

14 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

10.8%

15 SWMC European B EUR EUR

10.8%

16 Tages Anavon Global Equity L/S Ucits S EUR Cap EUR

9.6%

17 RWC US Absolute Alpha A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.3%

Fund Name Currency Risk
149 Ardevora Global Equity C EUR EUR

9.5

149 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

9.5

151 SWMC European B EUR EUR

9.8

152 BSF European Opportunities Extension A2 EUR EUR

9.9

153 Pictet-Japanese Equity Opportunities-I EUR EUR

10.3

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 20.8% 10.8% 0.7% 3.9% 4.1%
2016 -5.4% -10.0% -10.1% 6.4% 10.0%
2015 7.8% 14.4% -2.1% -7.4% 4.0%
2014 -3.7% 8.0% -5.8% -6.5% 1.2%
2013 32.9% -0.3% 12.4% 12.1% 5.8%
2012 15.9% 10.7% -4.4% 3.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/11/2011
  • Share Class size167Mn
  • Base currencyEUR
  • ISIN IE00B4LH9995

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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