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InRIS UCITS PLC-R Parus I EUR Hedged

Ranked 122 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the Fund is to generate absolute returns by targeting, on the long side, mainly growth stocks with a competitive advantage and, on the short side, structurally declining companies with operating or financial leverage. The Fund is a global equity long short fund that relies primarily on fundamental research consisting of buying high quality companies and taking short positions via derivatives in structurally declining companies which are companies which in the Trading Advisor's view, are facing business or financial difficulties.

Showing fund performance in Bahrain View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 122/169 Total Return
  • Rank 120/169 Standard Deviation
  • Rank 114/169 Max Drawdown
Fund Name Currency Return
120 BlackRock UK Equity Absolute Return A2 EUR EUR

-2.8%

121 Rational Asset Mgmt Equity Long/Short IC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

122 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

123 Schroder European Equity Abs Return P1 EUR EUR

-3.4%

124 MS Ascend UCITS I EUR EUR

-3.7%

Fund Name Currency Risk
118 BANOR SICAV Italy Long Short Equity R EUR

6.9

118 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.9

120 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

6.9

121 SWMC Small Cap European B EUR EUR

7.0

122 Liontrust GF European Strategic Equity A4 EUR Acc EUR

7.1

Fund Name Currency Loss
112 BSF European Opportunities Extension A2 EUR EUR

-5.7%

113 ABN AMRO Total Return Global Equities C EUR

-5.7%

114 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

115 PE-Invest 1 EUR

-5.9%

116 Fonditalia Flexible Europe - R EUR

-5.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% 1.6% -4.4%
2017 3.2% 2.6% 3.5% -1.5% -1.3%
2016 -19.4% -5.6% -7.4% -2.6% -5.4%
2015 12.7% 6.3% -0.3% 6.7% -0.4%
2014 3.2% 2.1% -1.9% 0.4% 2.7%
2013 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date24/07/2013
  • Share Class size193Mn
  • Base currencyEUR
  • ISIN IE00BCBHZ754
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management1.80%
  • Initial investment5.00%

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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).