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Moneta Long Short A

Ranked 69 out of 176 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 : 30/06/2018 - 30/09/2018
  • Rank 69/176 Total Return
  • Rank 91/176 Standard Deviation
  • Rank 80/176 Max Drawdown
Fund Name Currency Return
67 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

68 BDL Rempart Europe C EUR

0.1%

69 Q1 EURO Special EUR

0.1%

69 Moneta Long Short A EUR

0.1%

71 PE-Invest 1 EUR

0.0%

71 PE-Invest 2 EUR

0.0%

Fund Name Currency Risk
90 Danske Invest SICAV - Europe Absolute A EUR

4.5

91 Moneta Long Short A EUR

4.5

91 TM Sanditon European Select F Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

4.5

93 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

4.5

Fund Name Currency Loss
78 sentix Risk Return -A- R EUR

-1.3%

79 Lakefield UCITS-SICAV Swiss Equity L/S C EUR Cap EUR

-1.3%

80 Moneta Long Short A EUR

-1.4%

81 Candriam Abs Rtn Long Short Digital Equity C EUR C EUR

-1.4%

82 Janus Henderson European Abs Return I Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -0.9% 0.1%
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 size499Mn
  • 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).