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Liontrust GF European Strategic Equity A4 EUR Acc

Ranked 104 out of 178 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 Fund seeks o adeliver 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. The Fund may invest anywhere in the world but will primarily invest in European companies either directly or via derivatives.

Showing fund performance in Luxembourg View performance globally

Performance

Long/Short Equity over : 31/01/2017 - 31/01/2018
  • Rank 104/178 Total Return
  • Rank 132/178 Standard Deviation
  • Rank 137/178 Max Drawdown
Fund Name Currency Return
102 DNCA Invest Velador B EUR

3.4%

103 Man GLG Global Equity Alternative IN EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.4%

104 Liontrust GF European Strategic Equity A4 EUR Acc EUR

3.4%

105 Edmond de Rothschild Fund-Europe Flexible A EUR EUR

3.3%

106 MS Ascend UCITS I EUR EUR

3.2%

Fund Name Currency Risk
130 Kairos International Sicav - Key X EUR

6.4

131 AVANA IndexTrend Europa Dynamic R EUR

6.4

132 Liontrust GF European Strategic Equity A4 EUR Acc EUR

6.4

133 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

6.6

134 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7

Fund Name Currency Loss
135 Threadneedle American Extended Alpha EUR Ret Net A EUR

-4.1%

136 Rivoli International Fund V9 E

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

137 Liontrust GF European Strategic Equity A4 EUR Acc EUR

-4.2%

137 Jupiter JGF Global Absolute Return I Cap EUR EUR

-4.2%

139 Planetarium Fund Anthilia Red A EUR

-4.3%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.2% 4.0% -2.6% 2.3% 0.6%
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. Belgium
  3. Finland
  4. France
  5. Germany
  6. Guernsey
  7. Ireland
  8. Italy
  9. Jersey
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Spain
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date25/04/2014
  • Share Class size51Mn
  • 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).