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Liontrust GF European Strategic Equity (A4 - EUR)

Ranked 113 out of 185 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Samantha Gleave

Samantha Gleave graduated from Aberdeen University in 1995 with an MA Honours degree in Economics & Management. She began her career at Sutherlands Ltd as a consumer analyst before moving on to Fleming Investment Management as senior investment analyst covering Pan Europe where she worked with James Inglis-Jones. Samantha moved to Credit Suisse First Boston (Europe) Ltd in 2000 and was in a No 1 ranked equity research sector team (Extel & Institutional Investor Surveys). In 2005 she moved to Bank of America Merrill Lynch and became a senior equity analyst and director. Samantha joined Liontrust in 2012 as a fund manager to work with James Inglis-Jones in managing the Cashflow Solution investment process.

James Inglis-Jones

James Inglis-Jones was born in London in 1968. He graduated from York University with a degree in modern history and gained a D.Phil in modern history from Christ Church College, Oxford. James started his career in 1997 at Fleming Investment Management where he started out as an investment analyst, and later managed UK and European funds becoming a senior European equity portfolio manager. In 2003 he joined Polar Capital where he managed a hedge fund, and in 2006 he joined Liontrust Asset Management to develop an investment process for European equity portfolios. Outside of fund management his interests include fishing and waterskiing.

Objective

The investment objective of the Fund is to achieve a positive absolute return over the long term for investors through a portfolio of long, synthetic long and synthetic short investments primarily in European equities and equity related derivatives.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Long/Short Equity over : 31/10/2016 - 31/10/2017
  • Rank 113/185 Total Return
  • Rank 109/185 Standard Deviation
  • Rank 138/185 Max Drawdown
Fund Name Currency Return
111 Candriam Dynamix Syst Long Short Equity I Cap EUR EUR

3.7%

112 Henderson Gartmore UK Abs Rtn I EUR Acc (hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7%

113 Liontrust GF European Strategic Equity (A4 - EUR) EUR

3.6%

114 ZEST Mediterraneus Absolute Value I EUR

3.2%

115 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1%

Fund Name Currency Loss
136 Ibercaja Alpha A, FI EUR

-4.2%

137 Rivoli International Fund V9 E

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

138 Liontrust GF European Strategic Equity (A4 - EUR) EUR

-4.2%

139 GAM Star Global Selector EUR Acc EUR

-4.4%

139 Lemanik Sicav Adwise Long/Short Cap Ret EUR EUR

-4.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% -2.6% 2.3%
2016 4.9% -1.6% 2.4% 2.3% 1.7%
2015 6.1% 5.7% -1.6% 4.5% -2.4%
2014 0.5% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/04/2014
  • Share Class size52Mn
  • Base currencyEUR
  • ISIN IE00BLG2W007

Purchase Info

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

Charges

  • Annual management1.50%

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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).