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BNY Mellon Absolute Return Equity R EUR Hdg

Ranked 81 out of 136 in - Long/Short Equity over 36 months
All calculations are in EUR unless stated

Managed by

Andrew Cawker

Objective

The Fund aims to provide a positive absolute return in all market conditions. The Fund aims to deliver cash 1 Month CHF LIBOR + 6% on a rolling annualised 5 year basis before fees. In doing so, the Fund aims to achieve a positive return over a rolling 12 month period. However, a positive return is not guaranteed and a capital loss may occur.

Showing fund performance in Poland View performance globally

Performance

Long/Short Equity over : 30/06/2015 - 30/06/2018
  • Rank 81/136 Total Return
  • Rank 3/136 Standard Deviation
  • Rank 5/136 Max Drawdown
Fund Name Currency Return
79 Fonditalia Flexible Europe - R EUR

0.0%

79 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

81 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

82 LFIS Vision UCITS- Equity Defender I Dis EUR EUR

-0.7%

83 THEAM Quant- Equity Europe Income Defensive C EUR EUR

-0.8%

Fund Name Currency Loss
3 Janus Henderson UK Absolute Return I EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

4 Orchidee I Long/Short EUR

-2.1%

5 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

6 Kirao MultiCaps Alpha EUR

-3.0%

7 Sycomore L/S Opportunities A EUR

-3.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% -1.7%
2017 0.9% -0.8% 0.9% 0.5% 0.3%
2016 -1.6% -1.5% -1.2% 1.6% -0.4%
2015 2.1% 0.3% 0.5% 0.7% 0.5%
2014 0.6% 1.9% -2.4% 0.9% 0.4%
2013 5.5% 3.5% 0.5% -0.6% 2.1%
2012 5.4% 0.5% -0.4% 2.1% 3.2%
2011 0.7% -0.7% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Guernsey
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date31/01/2011
  • Base currencyEUR
  • ISIN IE00B3T5WH77
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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