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Chilton UCITS - Global Strategies B EUR

Ranked 105 out of 135 in - Long/Short Equity over 36 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 Hong Kong View performance globally

Performance

Long/Short Equity over : 31/12/2015 - 31/12/2018
  • Rank 105/135 Total Return
  • Rank 111/135 Standard Deviation
  • Rank 71/135 Max Drawdown
Fund Name Currency Return
103 Hedge Invest Principia EUR FOF EUR

-9.3%

104 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.3%

105 Chilton UCITS - Global Strategies B EUR EUR

-9.4%

106 DNCA Invest Miuri B EUR

-9.4%

107 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.5%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -7.3% -2.3% 2.9% 4.3% -11.5%
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 size16Mn
  • 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).