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AIM LUX AIM Europe Selection EUR-C

Ranked 47 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

William Sharp

William Sharp holds a degree in Mathematics from Dauphine University in Paris and a postgraduate degree in economics from Assas University in the same city. Starting off in the financial industry as a financial analyst for small and mid cap equities with Dupont-Denant, he moved up to the position of senior analyst for pan-European small cap equities with Axa in 1998. In 2004 Sharp made the move up into portfolio management drawing on his experience in the pan-European small cap equities sector gained in the preceding decade. He then became advisor on the Oyster European Small Cap Fund at Banque Syz before joining Avenir Finance in December 2014 where he is a senior fund manager.

Objective

The objective of the sub-fund is to seek, over the recommended three-year investment period, a performance linked to the international equity markets, mainly European, in the context of discretionary management. Management is exercised through long and short positions in global, mainly European, equity markets, which are selected on a discretionary basis. Net exposure to equity markets may range from 0% to 100%.

Showing fund performance in Denmark View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 2.7%
2017 16.3% 7.2% 2.6% 4.0% 1.7%
2016 -1.0% -9.6% -3.4% 7.9% 5.1%
2015 1.8% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date26/08/2016
  • Share Class size36Mn
  • Base currencyEUR
  • ISIN LU1366208194

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management0.70%

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