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Hedge Invest Principia EUR FOF

Ranked 149 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Marc Chapman

Objective

The fund will invest primarily in equity securities or similar instruments related to European companies. To achieve this objective, the Fund will assume both long positions (trying to profit from the rise in the price of a title) and short (trying to profit from the drop-down price of a security). The fund may use derivatives for a more efficient management of the portfolio and in order to manage the risk. The fund may increase or reduce exposure to future contracts on indices or may entirely sell portfolio securities in order to manage the short-term volatility relative to European equities.

Showing fund performance in Bahrain View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.3% -0.4% -6.1%
2017 6.5% 3.3% 4.4% 0.4% -1.7%
2016 -2.7% -1.0% -1.1% 1.3% -1.9%
2015 6.9% 1.1% -1.3% 1.2% 5.8%
2014 2.0% 4.8% 2.1% -6.2% 1.6%
2013 11.8% 3.6% -0.7% 4.4% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland

Fund Info

  • Launch date01/11/2012
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN IE00B7VTHS10

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment0.00%

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