Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Moneta Long Short A

Ranked 57 out of 178 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Patrice Courty

Objective

The fund aims to outperform its composite index (40% Stoxx 600 + 60% Eonia) over the 5 year recommended investment period while keeping the volatility lower than the one of the Stoxx 600 index. The fund invests its assets in European equities (mainly large caps) and uses long/short strategies in order to achieve absolute performance, uncorrelated to equity markets.

Showing fund performance in Cyprus View performance globally

Performance

Long/Short Equity over : 31/12/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.0%
2017 4.9% 1.0% 2.9% 0.9% 0.1%
2016 5.0% 0.6% -0.6% 2.1% 2.9%
2015 7.5% 7.8% -0.8% -1.7% 2.3%
2014 0.6% -0.2% 1.9% -0.5% -0.5%
2013 11.8% 2.8% 0.6% 3.7% 4.3%
2012 12.8% 8.0% -2.7% 3.7% 3.5%
2011 -6.5% 1.7% 0.5% -9.3% 0.8%
2010 10.8% 6.5% -4.1% 5.0% 3.3%
2009 39.2% -4.2% 19.9% 17.1% 3.5%
2008 -23.7% 1.9% -3.3% -2.1% -21.0%
2007 5.9% 5.1% 5.3% -2.6% -1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date15/12/2006
  • Share Class size395Mn
  • Base currencyEUR
  • ISIN FR0010400762

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.1

Charges

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