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Invesco Pan European Equity Long/Short Fund A-Acc

Ranked 62 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Georg Elsässer

Martin Kolrep

Martin Kolrep is a portfolio manager at Invesco Perpetual based in Frankfurt. He has been with the firm since 2000 after graduating from the University of Freiburg with a PhD in Physics. Currently, he manages the Invesco Capital Shield 90 (Euro) Fund dealing in capital protected mixed global assets, using a flexible allocation strategy.

Objective

The Fund aims to achieve a positive total return over a market cycle with a moderate correlation to traditional European equity indices. The Fund seeks to achieve its objective via a long/short allocation primarily to equities of companies with their registered office in a European country or exercising their business activities predominantly in European countries which are listed on recognised European stock exchanges. The Funds allocation long and short will vary over time; however, the Fund will always maintain a net long market exposure.

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Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 62/169 Total Return
  • Rank 115/169 Standard Deviation
  • Rank 106/169 Max Drawdown
Fund Name Currency Return
60 Lazard European Alternative C Acc EUR EUR

1.4%

61 Trium Blackwall Europe L/S G EUR EUR

1.4%

62 Invesco Pan European Equity Long/Short Fund A-Acc EUR

1.3%

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

1.3%

64 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0%

Fund Name Currency Risk
113 Silver Time LOQ Eqty Europe Patrimoine S EUR C EUR

6.7

114 Chilton UCITS - Global Strategies B EUR EUR

6.8

115 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8

115 Invesco Pan European Equity Long/Short Fund A-Acc EUR

6.8

117 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% 5.4% -0.7%
2017 6.3% 2.3% 1.2% 1.6% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland

Fund Info

  • Launch date07/12/2016
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1502194936

Purchase Info

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

Charges

  • Annual management1.40%

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