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Melchior European Absolute Return Class I7 - Accumulation (Hedged GBP)

Sell:11,536.33p Buy:11,536.33p Change: 29.55p (0.26%)
Prices as at 29 October 2020
Sell:11,536.33p
Buy:11,536.33p
Change: 29.55p (0.26%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 29 October 2020
Sell:11,536.33p
Buy:11,536.33p
Change: 29.55p (0.26%)
Prices as at 29 October 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

This sector contains a mix of funds, including those focused on the UK, Europe, global equities, bonds and alternative assets. While many share similar objectives, such as aiming to achieve positive returns in a variety of market conditions, they go about achieving this in very different ways. Each fund in the sector therefore needs to be considered on its individual merits and comparisons between funds in the sector are not always valid. The sector has been in the spotlight recently because many funds have not lived up to expectations. Some have been more volatile than others, some have sheltered capital well, but failed to capture gains when markets have risen, others have simply performed poorly. We continue to believe there are a select few quality funds in this sector which have the ability to achieve attractive returns over the long term while sheltering capital, and achieving lower volatility than the wider market. However, investors need to appreciate that any stock market investment involves a degree of risk and the returns with these funds are not guaranteed.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

30/10/15 to 30/10/16 30/10/16 to 30/10/17 30/10/17 to 30/10/18 30/10/18 to 30/10/19 30/10/19 to 30/10/20
Annual return -6.31% -7.18% 6.39% 6.35% -1.44%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

The Melchior fund range is operated by Dalton Strategic Partnership (DSP), an independent global investment management firm. The partners of the firm have many years' experience in fund management, and invest in the Melchior range of funds, so success for them is success for their investors.

The firm has strategic partnerships with investment specialists in Tokyo and Canada. At the core of the firm is a team of global asset allocation and risk specialists whose experience incorporates international equity, bond and currency management and a global perspective on capital markets. This expertise is employed across the entire Melchior fund range.

Information about the fund

Fund manager biography

manager photo
Manager Name: Leonard Charlton
Manager start date: 2 February 2010
Manager located in: London

Leonard Charlton manages the Melchior European Fund and its UCITs compliant mirror, the Melchior Selected Trust European Fund for Dalton Strategic Partnership. He is a fund manager with 12 years of investment experience in Global equity markets. Leonard's investment approach is a flexible combination of fundamental analysis with a trading overlay with the aim of generating uncorrelated high risk adjusted returns. Prior to joining Dalton Strategic Partnership in 2007, Leonard worked for GLG Partners where he was co-manager of the GLG European Opportunity Fund. Prior to this he was an equity trader for Goldman Sachs International . Leonard holds an BSc in Management Science from the University of Manchester Institute of Science and Technology.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account