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Henderson Gartmore UK Abs Rtn I EUR Acc (hedged)

Ranked 111 out of 185 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Luke Newman

Luke Newman joined Henderson Global Investors in 2011 from Gartmore. Based in London, he co-manages the Henderson UK Absolute Return Fund with Ben Wallace, a long/short equity fund managed with a stock picking and bottom-up investment style. Newman went to Warwick University where he studied Economics and Politics.

Ben Wallace

Ben Wallace joined Henderson Global Investors in 2011 from Gartmore. Heco-manages the Henderson UK Absolute Return Fund with a bottom-up, long/short equity approach where holdings are the result of stock picking and manager conviction. Wallace is a member of the UK Society of Investment Professionals and holds a BCom from the University of Edinburgh.

Objective

The Fund aims to achieve a positive absolute return over the long term regardless of market conditions, though a positive absolute return is not guaranteed over any time period. The Fund will invest at least 60% of its total assets, by taking long and short positions, in equities or equity related derivative contracts of: companies having their registered office in the UK; and companies that do not have their registered office in the UK but (i) carry out a mayor proportion of their business activities in these markets, or (ii) are holding companies which predominantly own companies with registered offices in the UK, or (iii) are listed on the London Stock Exchange.

Showing fund performance in Guernsey View performance globally

Performance

Long/Short Equity over : 30/11/2016 - 30/11/2017
  • Rank 111/185 Total Return
  • Rank 14/185 Standard Deviation
  • Rank 19/185 Max Drawdown
Fund Name Currency Return
109 BSF European Absolute Return A2 EUR EUR

3.2%

110 CF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

2.9%

112 BPI Global Invest Fd BPI Alt Fd Ibe Eq L/S Fd R EUR

2.8%

113 Artemis US Absolute Return I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7%

Fund Name Currency Risk
12 BPI Global Invest Fd BPI Alt Fd Ibe Eq L/S Fd R EUR

1.9

13 Artemis US Absolute Return I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

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

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

15 Partners Group Global Value SICAV I (EUR) EUR

2.0

16 Pioneer Funds Absolute Return Europ Equity A EUR EUR

2.1

16 Lazard Long Short Flexible A EUR

2.1

Fund Name Currency Loss
17 BSF Global Long/Short Equity D2 EUR EUR

-0.5%

18 Sycomore L/S Opportunities A EUR

-0.6%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

19 Jupiter JGF Europa L EUR B Acc EUR

-0.6%

21 Lazard Long Short Flexible A EUR

-0.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 0.8% 0.1%
2016 0.9% 0.5% -1.2% 1.8% -0.3%
2015 6.9% 2.5% 0.5% 0.5% 3.2%
2014 4.6% 0.6% 0.7% 0.9% 2.3%
2013 16.5% 4.9% 3.0% 4.9% 2.8%
2012 4.6% 1.7% -2.4% 1.8% 3.5%
2011 0.0% 2.0% 1.2% -3.4% 0.3%
2010 1.7% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. France
  4. Germany
  5. Greece
  6. Ireland
  7. Isle of Man
  8. Italy
  9. Luxembourg
  10. Peru
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date01/04/2010
  • Share Class size2,252Mn
  • Base currencyEUR
  • ISIN LU0490769915
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5

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