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Pictet TR - Diversified Alpha-P EUR

Ranked 45 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Federico Canè

Philippe de Weck

Philippe de Weck graduated from the University of Pennsylvania with a BA in economics and a BA in international relations. He started his investment career in 1997 as an investment banking analyst at Credit Suisse First Boston in New York and London and in 2004 he joined Pictet Asset Management as a buy-side technology analyst. Philippe is now a senior investment manager in the sector & theme funds team and runs the Pictet Clean Energy Fund which he has managed since 2007.

Objective

The compartment follows a set of long/short investment strategies which are generally market neutral. The objective of the compartment is to achieve long-term capital growth in absolute terms with a strong focus on capital preservation. The compartment will mainly invest in bonds and other related debt securities, equities, equity related and financial derivative instruments. The choice of investments will neither be limited by geographical area, an economic sector nor in terms of currencies in which investments will be denominated.

Showing fund performance in Denmark View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018
  • Rank 45/73 Total Return
  • Rank 16/73 Standard Deviation
  • Rank 40/73 Max Drawdown
Fund Name Currency Return
43 Exane Pleiade Performance P EUR

-2.2%

44 RAM (Lux) SF-Long/Short Emerging Mkts Eq EH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

45 Pictet TR - Diversified Alpha-P EUR EUR

-2.5%

46 ARTICO SICAV-Artico Defensive Gl Flagship EURh

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

47 Indosuez Funds FII Euro Equity Opportunities I EUR

-2.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% -0.7% -3.0%
2017 4.1% 0.9% 1.8% 1.2% 0.2%
2016 0.5% -0.4% -0.3% 1.6% -0.4%
2015 3.4% 3.0% -0.1% -0.4% 0.8%
2014 0.9% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/05/2014
  • Share Class size309Mn
  • Base currencyEUR
  • ISIN LU1055714452

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.85%

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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).