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Liontrust GF European Strategic Equity (A4 - EUR)

Ranked 31 out of 181 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. James has over 22 years' experience of managing funds. Outside of fund management his interests include fishing and waterskiing.

Objective

The investment objective of the Fund is to achieve a positive absolute return over the long term for investors through a portfolio of long, synthetic long and synthetic short investments primarily in equities and equity related derivatives.

Showing fund performance in Guernsey View performance globally

Performance

Long/Short Equity over : 31/05/2016 - 31/05/2017
  • Rank 31/181 Total Return
  • Rank 101/181 Standard Deviation
  • Rank 41/181 Max Drawdown
Fund Name Currency Return
29 DB Platinum Ivory Optimal I4C-E EUR

10.5%

30 Arcus Japan Long/Short Institutional EUR EUR

9.9%

31 Liontrust GF European Strategic Equity (A4 - EUR) EUR

9.8%

32 Kairos International Sicav - Italia P EUR

9.8%

33 Prosper Stars & Stripes P EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.8%

Fund Name Currency Risk
100 Merrion European Absolute Return B EUR EUR

6.1

101 Liontrust GF European Strategic Equity (A4 - EUR) EUR

6.2

102 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.2

103 Jupiter JGF Europa L EUR B Acc EUR

6.4

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.0%
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. France
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date25/04/2014
  • Share Class size42Mn
  • Base currencyEUR
  • ISIN IE00BLG2W007

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Related News

UK boutique Liontrust begins international push

London-based specialist fund management group establishes Luxembourg office as part of efforts to expand beyond domestic market.

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