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InRIS UCITS PLC-R Parus I EUR Hedged

Ranked 130 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the Fund is to generate absolute returns by targeting, on the long side, mainly growth stocks with a competitive advantage and, on the short side, structurally declining companies with operating or financial leverage. The Fund is a global equity long short fund that relies primarily on fundamental research consisting of buying high quality companies and taking short positions via derivatives in structurally declining companies which are companies which in the Trading Advisor's view, are facing business or financial difficulties.

Showing fund performance in Denmark View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 130/169 Total Return
  • Rank 113/169 Standard Deviation
  • Rank 98/169 Max Drawdown
Fund Name Currency Return
128 Schroder European Equity Abs Return P1 EUR EUR

-2.8%

129 Kairos International Sicav - Italia P EUR

-2.8%

130 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

131 Finlabo Investments Sicav - Dynamic Equity R EUR

-3.3%

132 LUX IM Kairos Liquid Alternative Startegies DL Cap EUR

-3.5%

Fund Name Currency Risk
111 LUX IM Pictet Future Trends DL Cap EUR EUR

6.8

112 ABN AMRO Total Return Global Equities C EUR

6.8

113 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

6.9

113 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

6.9

115 Quaero Capital European Equities Long-Short A EUR EUR

6.9

Fund Name Currency Loss
97 Chilton UCITS - Global Strategies B EUR EUR

-4.7%

98 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

99 Threadneedle (Lux)-Pan European Absolute Alpha AE EUR

-4.7%

100 Regard Positif L/S Actions EUR

-4.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% 1.6%
2017 3.2% 2.6% 3.5% -1.5% -1.3%
2016 -19.4% -5.6% -7.4% -2.6% -5.4%
2015 12.7% 6.3% -0.3% 6.7% -0.4%
2014 3.2% 2.1% -1.9% 0.4% 2.7%
2013 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date24/07/2013
  • Share Class size195Mn
  • Base currencyEUR
  • ISIN IE00BCBHZ754
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management1.80%
  • Initial investment5.00%

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