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H2O Lux Invest - Global L/S Opportunities P C

Ranked 126 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Paul-Georges Moucan

Paul-Georges Moucan joined H2O Asset Management in 2018. He started his career at Credit Lyonnais as a quantitative analyst, and became an SRI fund manager at the turn of the millennium. In 2004 he joined Credit Agricole (now Amundi) where he became head of global equities and thematic funds. He then joined Quadra Capital in 2015 where he was a senior portfolio manager. He is a graduate of the University of Paris X with an MA in finance. Outside fund management he enjoys walking and a good game of rugby.

Objective

The objective of the Sub-Fund is to provide an absolute return of capital growth and income. The Sub-Fund will mainly invest directly and indirectly (such as via UCIs and/or UCITS) in equities, equity related securities and equity-type transferable securities, denominated in all major currencies. The Sub-Fund is designed to be able to take long and short positions.

Showing fund performance in Netherlands View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 126/169 Total Return
  • Rank 74/169 Standard Deviation
  • Rank 76/169 Max Drawdown
Fund Name Currency Return
124 Candriam Abs Rtn Long Short Digital Equity C EUR C EUR

-2.4%

125 BlackRock UK Equity Absolute Return A2 EUR EUR

-2.5%

126 H2O Lux Invest - Global L/S Opportunities P C EUR

-2.6%

127 H2O Fidelio Fund I EUR (Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

128 Schroder European Equity Abs Return P1 EUR EUR

-2.8%

Fund Name Currency Loss
74 Neuberger Berman US Long Short Equity EUR I Acc EUR

-3.5%

75 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

76 H2O Lux Invest - Global L/S Opportunities P C EUR

-3.7%

77 Rational Asset Mgmt Equity Long/Short IC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

77 H2O Fidelio Fund I EUR (Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% 0.2%
2017 7.7% 7.1% 2.7% -0.5% -1.6%
2016 2.7% -2.9% 2.9% 3.5% -0.7%
2015 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Spain
  4. United Kingdom

Fund Info

  • Launch date07/08/2015
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU1144496871

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment10,000

Charges

  • Initial investment0.00%

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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).