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Threadneedle (Lux)-Pan European Absolute Alpha AE

Ranked 36 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Paul Doyle

Paul Doyle joined Columbia Threadneedle in 1995 as a portfolio manager within the European equities team. He manages the Threadneedle European Fund as well as a range of institutional portfolios.Paul started his career with Fidelity as an analyst before moving to Foreign & Colonial as a European fund manager, where he specialised in smaller companies and Mediterranean markets. He holds a degree in History and History of Art from Trinity College, Cambridge. Paul holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.

Frederic Jeanmaire

Fred Jeanmaire joined Threadneedle in 2011 and is a portfolio manager within the European equities team. He is responsible for analysing the banking, telecoms, media and support services sectors. He is the portfolio manager for the Threadneedle Pan European Focus Fund as well as a number of European institutional mandates. Before joining the company, Fred worked at Merrill Lynch, where he was an analyst for the leisure and telecoms sectors. His teams at Merrill Lynch were ranked in the top three in the Institutional Investor annual rankings in 2010 and 2011. Fred holds a degree in Management from HEC in Paris and also holds the Chartered Financial Analyst designation.

Objective

The Fund seeks to achieve an absolute return. The Portfolio will principally invest, either directly, or indirectly through financial derivative instruments, in a portfolio of equity securities of companies domiciled in Europe or exercising a predominant part of their activity in Europe. The Portfolio may invest up to one third of its assets, either directly, or indirectly through financial derivative instruments, in equity securities of companies domiciled outside Europe. The Portfolio may also hold cash and Money Market Instruments. The Portfolio pursues a long-short equity strategy. The Portfolio will therefore take long exposures, either directly or indirectly through financial derivative instruments and short exposures, solely through the use of financial derivative instruments, to publicly traded equity securities, exchange-traded funds or equity indices.

Showing fund performance in Denmark View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 36/169 Total Return
  • Rank 127/169 Standard Deviation
  • Rank 99/169 Max Drawdown
Fund Name Currency Return
34 Ennismore European Smaller Companies EUR EUR

5.9%

35 LM MC Japan Abs Alpha M (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8%

36 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

5.6%

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

5.6%

38 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.5%

Fund Name Currency Risk
125 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.4

126 Finlabo Investments Sicav Dynamic US Equity P EUR

7.5

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

7.5

128 DNB Fund TMT Absolute Return A EUR EUR

7.7

129 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.8

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%

101 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.8% 2.5%
2017 -2.6% 0.0% -0.7% -0.2% -1.7%
2016 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date20/09/2016
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1469428814

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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