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Carmignac Long-Short European Equities A EUR Acc

Ranked 8 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Malte Heininger

Malte Heininger is a portfolio manager for European equities at Carmignac Gestion, where he has worked since January 2014. Prior to joining Carmignac Gestion, he worked at SAC Global Investors, having joined as a senior analyst in 2010 and became a portfolio manager in August 2013. Malte moved to SAC Global Investors from Ashtree Capital management where he spent a year as an analyst, a role he als0o held at Credit Suisse and Morgan Stanley, where he started his career. Malte holds a bachelors degree in Business Administration from Ludwig-Maximilians-Universität in Munich, Germany and he also studied at the European School of Management.

Objective

The fund is a European equity fund with an actively managed net equity exposure ranging between -20% and 50%. The Fund aims to generate alpha through the combination of long and short positions, while following a flexible and active management with an emphasis on limiting downside risk. The Fund aims to outperform its reference indicator over 3 years.

Showing fund performance in Latvia View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 8/174 Total Return
  • Rank 105/174 Standard Deviation
  • Rank 62/174 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% 3.8%
2017 14.6% -1.3% 4.6% 5.2% 5.5%
2016 8.9% 0.9% 1.5% 3.8% 2.4%
2015 -8.0% 2.5% 1.5% -10.1% -1.6%
2014 2.5% -1.3% 5.2% -2.9% 1.7%
2013 1.3% 2.2% -3.4% 1.4% 1.2%
2012 8.4% 6.3% 0.1% 2.6% -0.7%
2011 -1.2% -3.0% -1.1% 1.0% 2.0%
2010 7.7% 1.3% -2.7% 3.0% 6.1%
2009 9.2% 1.3% -0.3% 5.4% 2.6%
2008 -16.0% -6.4% 2.9% -7.6% -5.5%
2007 -1.7% 2.4% -2.4% -4.5% 3.0%
2006 14.8% 5.9% -0.5% 1.6% 7.1%
2005 10.9% 1.4% 5.3% 1.9% 1.9%
2004 17.4% 8.1% -0.2% 4.2% 4.4%
2003 3.9% -1.9% -0.1% 3.3% 2.6%
2002 5.4% -2.9% 3.6% 5.1% -0.4%
2001 -2.1% 0.8% -0.5% 0.0% -2.5%
2000 2.9% 0.2% 0.8% 1.7% 0.2%
1999 7.8% 3.8% 1.4% 2.8% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/02/1997
  • Share Class size404Mn
  • Base currency
  • ISIN FR0010149179

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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