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Exane Funds 1 - Archimedes Fund A

Ranked 65 out of 75 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Gilles Lenoir

Gilles Lenoir is a portfolio manager at Exane and has over 20 years' experience in long/short equity. He joined the group as a prop trader, then became a portfolio manager for the Exane Archimedes fund, a long/short market-neutral equity fund focusing on the telecoms, utilities/infrastructure and technology sectors. He was previously a financial analyst in the IT services sector at Exane. Gilles is a SFAF member and holds a Banking and Finance post-graduate specialist diploma from Paris Dauphine university.

Objective

The investment management objective of the fund is to return regular absolute performance which is decorrelated from the financial markets through dynamic long/short equity type fund management. The investment strategy consists in simultaneously managing a portfolio of long positions on companies considered to be undervalued, and a portfolio of short positions on companies considered to be overvalued.

Showing fund performance in Switzerland View performance globally

Performance

Market Neutral over : 30/06/2017 - 30/06/2018
  • Rank 65/75 Total Return
  • Rank 38/75 Standard Deviation
  • Rank 55/75 Max Drawdown
Fund Name Currency Loss
53 GAM Multistock - Absolute Return Europe Eq-EUR B EUR

-5.0%

54 Man Numeric Market Neutral Alternative IN H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.6%

55 Exane Funds 1 - Archimedes Fund A EUR

-5.7%

56 Exane Vauban Fund I EUR

-5.7%

57 ZEST North America Pairs Rel R C EUR

-5.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3% 0.5%
2017 -1.3% -1.2% 1.8% -1.0% -0.8%
2016 -3.0% 0.3% -1.0% 0.6% -3.0%
2015 3.8% 1.4% 0.1% 0.7% 1.6%
2014 8.2% 3.0% -0.2% 2.9% 2.3%
2013 3.8% -0.2% 0.3% 2.5% 1.3%
2012 -0.2% 0.1% -1.0% 1.0% -0.3%
2011 4.0% 1.4% 0.6% 1.0% 1.0%
2010 6.8% 2.7% 1.5% 2.6% -0.1%
2009 10.2% 6.6% 0.9% 1.4% 1.0%
2008 10.2% -2.6% 4.8% 1.7% 6.2%
2007 11.9% 2.8% 2.2% 2.5% 4.0%
2006 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date27/09/2006
  • Share Class size290Mn
  • Base currencyEUR
  • ISIN LU0417733242

Purchase Info

  • Min. initial investment125,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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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).