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Phileas L/S Europe R

Ranked 54 out of 65 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Objective

The fund's objective is to achieve over the recommended investment period, an absolute performance uncorrelated to equity markets, with a volatility lower than that of equity markets as measured by the Stoxx 600. Management is conducted through long and short positions in equity markets, mainly European, selected on a discretionary basis.

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

Performance

Market Neutral over : 31/10/2016 - 31/10/2017
  • Rank 54/65 Total Return
  • Rank 27/65 Standard Deviation
  • Rank 39/65 Max Drawdown
Fund Name Currency Return
52 Exane Vauban Fund I EUR

-2.1%

53 GAM Star (Lux) European Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

54 Phileas L/S Europe R EUR

-2.5%

55 RAM (Lux) SF-Long/Short Emerging Mkts Eq E EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

56 Kames Equity Market Neutral B EUR Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

Fund Name Currency Risk
25 PTR-Agora-P EUR EUR

3.0

26 SCR Optimum I EUR

3.0

27 Phileas L/S Europe R EUR

3.1

28 ESPA ALTERNATIVE GLOBAL-MARKETS T EUR

3.1

29 PTR-Phoenix HP EUR dy

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

Fund Name Currency Loss
37 Alessia Volcor Beta Zero I Cap EUR

-2.9%

38 Alpha Amber Equity A EUR EUR

-3.0%

39 Phileas L/S Europe R EUR

-3.2%

40 Exane Overdrive Fund A EUR

-3.2%

41 RAM (Lux) SF-Long/Short Emerging Mkts Eq E EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.3% -0.4% -0.9%
2016 -4.4% -2.5% 1.6% 0.5% -4.0%
2015 7.1% 2.3% 0.5% 2.6% 1.5%
2014 1.4% 1.1% -2.3% 1.9% 0.8%
2013 1.0% 1.2% 0.3% -2.4% 1.9%
2012 2.0% 1.0% 1.7% -0.3% -0.5%
2011 1.7% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date15/04/2011
  • Share Class size32Mn
  • Base currencyEUR
  • ISIN FR0011024298

Purchase Info

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

Charges

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