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Melchior Selected Trust European Opps I1 EUR

Ranked 24 out of 306 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

David Robinson

David Robinson is a fund manager and investment analyst at Dalton Strategic Partnership where he runs equity portfolios with a defensive growth and cyclical growth investment style. Before joining Dalton in 2005, he worked at Freshfields Bruckhaus Deringer LLP for two years as a trainee solicitor. David studied modern history at New College, Oxford University. He was born in Swindon and is currently based in London where away from the office his interests include shooting, backgammon and racing.

Objective

The investment objective of the European Opportunities Fund is to achieve longer term capital growth, from a portfolio primarily made up of the shares of European companies or using derivatives to generate exposure to such equities. The Sub-Fund will have a blend of investments in larger, medium and smaller sized companies. On an ancillary basis the Sub-Fund may also invest in other transferable securities, short duration government bonds, units in collective investment schemes, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 29.3% 7.2% 5.7% 10.1% 3.6%
2016 -2.6% -4.8% -4.2% 5.2% 1.4%
2015 12.9% 2.8% -0.1% 1.9% 7.9%
2014 12.7% 2.0% 4.1% 1.1% 5.0%
2013 26.3% 8.9% 1.8% 5.2% 8.4%
2012 17.3% 5.8% -0.2% 7.7% 3.1%
2011 -6.1% 3.0% -5.0% -11.8% 8.7%
2010 8.6% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date04/05/2010
  • Share Class size836Mn
  • Base currencyEUR
  • ISIN LU0289523259

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85

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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).