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Exane Funds 1 - Templiers A

Ranked 32 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Jean-François Roussel

Jean-François Roussel is a portfolio manager at Exane and has managed the Exane Templiers fund since its inception. He has over 22 years' portfolio management experience. Prior to joining Exane Asset Management in 2005, Roussel managed diversified and international equity funds and then european equities.

Objective

The fund objective is to offer regular absolute return not correlated with traditional asset classes. The management strategy is of the long/short equity type, used on a mainly European universe, with a focus on the financial and basic resources sector and on smaller scale to equity markets. The recommended minimum investment horizon is two years. The Sub-fund's annualised volatility objective is between 2% and 5% over the minimum recommended investment period.

Showing fund performance in Lithuania View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018
  • Rank 32/73 Total Return
  • Rank 6/73 Standard Deviation
  • Rank 10/73 Max Drawdown
Fund Name Currency Risk
4 Candriam Index Arbitrage Classique EUR EUR

1.3

4 Sycomore L/S Market Neutral R EUR

1.3

6 Exane Funds 1 - Templiers A EUR

1.6

7 Exane Funds 1 - Ceres A EUR

1.6

8 Exane Pleiade Performance P EUR

1.7

8 DCI Market Neutral Credit UCITS B EUR Founder

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -0.5% 0.2%
2017 0.8% 1.3% -0.1% 0.3% -0.7%
2016 1.2% -1.8% 0.4% 1.5% 1.1%
2015 0.2% 1.2% -0.8% -0.4% 0.2%
2014 -1.6% -1.2% -0.2% 1.0% -1.2%
2013 1.9% 0.4% 0.0% -0.5% 1.9%
2012 0.8% 0.8% -2.3% 0.7% 1.6%
2011 0.5% 1.6% -0.4% -0.1% -0.6%
2010 2.3% 1.6% -0.6% 0.7% 0.6%
2009 10.1% 3.6% 5.0% 0.7% 0.6%
2008 5.7% -0.7% 4.3% 0.9% 1.2%
2007 12.8% 7.0% 1.3% 1.2% 2.8%
2006 18.3% 9.2% 1.5% 4.9% 1.7%
2005 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date06/07/2005
  • Share Class size150Mn
  • Base currencyEUR
  • ISIN LU0417733598

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).