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Phileas Equity Europe I

Ranked 774 out of 996 in - Europe over 12 months
All calculations are in USD unless stated

Objective

The fund aims to achieve,over the recommended investment period, to outperform the index. The management strategy is discretionary. Positions in shares are selected through a discretionary investment process based on fundamental financial analysis. The fund is exposed to a minimum 60% in European equities. Within the limit of 10% of its assets, the fund also reserves the option to invest in Switzerland, the US and Canada.

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

Performance

Europe over : 31/10/2016 - 31/10/2017
  • Rank 774/996 Total Return
  • Rank 982/996 Standard Deviation
  • Rank 991/996 Max Drawdown
Fund Name Currency Return
772 Atlant Sharp Europe B

Currency exposure is hedged

Currency exposure is hedged

SEK

22.2%

773 Hocheurope USD

22.2%

774 Phileas Equity Europe I USD

22.2%

774 ESPA STOCK EUROPE EUR T USD

22.2%

776 Willerequity Switzerland P Cap CHF USD

22.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.4% 9.5% 4.2%
2016 -4.7% 1.4% -4.0% 7.6% -8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date15/10/2015
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN FR0012749927

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

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