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Chilton UCITS - Global Strategies B EUR

Ranked 21 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Richard Chilton

Objective

The Sub-Fund aims to achieve superior investment returns by investing predominantly in equities and equity-linked derivatives, long and short. Portfolio managers and analysts seek to identify and buy long the companies that have the best business models, competitive advantages, and seasoned management teams at attractive/reasonable valuations and sell short companies with bad business models, competitive disadvantages, and deteriorating fundamentals.

Showing fund performance in Bahrain View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 21/169 Total Return
  • Rank 114/169 Standard Deviation
  • Rank 97/169 Max Drawdown
Fund Name Currency Loss
95 Pictet-Japanese Equity Opportunities-I EUR EUR

-4.7%

95 GAM Star Global Quality EUR Inst Acc EUR

-4.7%

97 Chilton UCITS - Global Strategies B EUR EUR

-4.7%

98 Threadneedle (Lux)-Pan European Absolute Alpha AE EUR

-4.7%

99 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% 2.9% 4.3%
2017 6.1% 2.2% 2.9% 0.5% 0.4%
2016 -7.8% -5.4% -1.5% -0.1% -1.0%
2015 6.8% 1.7% 0.4% 1.9% 2.6%
2014 0.6% -1.5% 0.2% -0.7% 2.7%
2013 12.7% 5.8% 0.6% 3.1% 2.7%
2012 6.4% 5.0% -0.6% 2.1% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date07/11/2011
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU0696522985

Purchase Info

  • Min. initial investment125,000
  • 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).