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Comgest Growth Europe EUR Acc

classificato 14 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Arnaud Cosserat

Arnaud Cosserat joined Comgest in 1996 and is today chief executive officer of the Comgest Group. Arnaud is a long-standing portfolio manager within the European equity team and holds the role of chief investment officer, responsible for overseeing the firm’s investment team and ensuring the best practices are in place to entrench the firm’s philosophy to successful long-term investing. Arnaud started his career in 1989 as an analyst at Banque Paribas, before joining Société de Bourse Oddo and then Generali as a portfolio manager. He holds a Master’s degree in Science from the ESSEC business school in Paris, and is a member of the French Society of Financial Analysts (SFAF).

Laurent Dobler

Laurent Dobler is a managing director of Comgest S.A and a lead portfolio manager within the European equity team. As the firm’s longest serving portfolio manager, Laurent joined the firm in 1991 and has since been instrumental in forging and refining the Comgest quality growth investment philosophy. Laurent started his career in Geneva in 1986 with Banque Paribas as an analyst and portfolio manager of a German equity fund before he joined the Geneva fund management team of Banque Privée Edmond de Rothschild where he specialised in European and Japanese equities. With a degree in Economics from the Sorbonne University and a Master’s degree in Law from University Paris II, Laurent also studied at Sciences Po (Institut d’Etudes Politiques) in Paris, where he majored in Finance and Fiscal Policy.

Franz Weis

Franz Weis joined Comgest in 2005 as a portfolio manager and analyst and is today a managing director of the Comgest Group and team manager of Comgest’s European equity investment team. Weis co-leads most of Comgest’s European equity public funds and maintains responsibility for a number of European segregated mandates. He started his career in 1990 at Baillie Gifford & Co. where he worked as a portfolio manager before joining F&C Asset Management as a senior portfolio manager and director of European equities in 1999. He graduated from Heriot-Watt University in Edinburgh with a master’s degree in international banking and financial studies.

Alistair Wittet

Alistair Wittet joined Comgest in 2012 and is a portfolio manager and analyst specialising in European equities. Wittet co-leads Comgest’s Pan Europe, Europe ex UK and Europe Smaller Companies strategies. He started his career in 2006 as an analyst at Standard Life Investments in Edinburgh. He went on to join Citigroup’s London office in 2009, specialising in the pan‐European food retail sector as an equity analyst. A British and French national, Wittet is a Geography graduate from Durham University and a CFA charterholder.

Obiettivo

The objective of the Fund is to increase the value of the Fund (capital appreciation) over the long term.The Fund intends to achieve this objective through investment in a portfolio of high-quality, long-term growth companies.The Fund will invest at least two-thirds of its assets in securities issued by companies that have their headquarters in, or principally carry out their activities in Europe or which are guaranteed by European governments.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 14/244 Rendimento totale
  • Classificazione 215/244 Deviazione Standard
  • Classificazione 123/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -5,0% -3,8% 10,8% 4,1% -14,4%
2017 12,8% 7,8% 2,5% 0,8% 1,4%
2016 -2,6% -7,3% 2,4% 2,8% -0,2%
2015 16,2% 16,3% -3,8% -3,1% 7,1%
2014 8,7% 0,3% 3,2% 1,2% 3,9%
2013 15,2% 10,1% -3,1% 5,3% 2,5%
2012 28,9% 13,0% 1,9% 6,8% 4,9%
2011 2,2% -0,6% 5,3% -8,8% 7,1%
2010 15,4% 6,7% -0,5% 3,3% 5,3%
2009 21,1% -6,3% 10,8% 11,7% 4,4%
2008 -29,3% -10,3% -8,0% -1,2% -13,3%
2007 2,8% 4,4% 1,4% 0,7% -3,6%
2006 17,6% 6,3% -1,6% 6,3% 5,8%
2005 22,5% 3,7% 5,2% 8,0% 4,0%
2004 5,4% 3,9% 1,5% -3,5% 3,5%
2003 5,3% -11,6% 10,7% 4,9% 2,6%
2002 -31,9% 2,5% -14,0% -22,6% -0,3%
2001 -9,4% -4,0% 6,8% -12,7% 1,2%
2000 6,4% 2,5%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/09/2018

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Amadeus IT Group SA ORD 6,99%
Industria de Diseno Textil SA ORD 5,57%
Essilor International Compagnie Generale D Optique SA ORD 5,05%
Coloplast A/S ORD 4,89%
SAP SE ORD 4,54%
Heineken NV ORD 4,50%
Wirecard AG ORD 3,95%
LVMH Moet Hennessy Louis Vuitton SE ORD 3,72%
EUR Cash 3,65%
Lonza Group AG ORD 3,59%
30/09/2018

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Francia
  4. Germania
  5. Irlanda
  6. Italia
  7. Lussemburgo
  8. Paesi Bassi
  9. Singapore
  10. Svezia
  11. Svizzera
  12. Regno Unito

Informazioni sul fondo

  • Inizio collocamento15/05/2000
  • Dimensione share class712Mn
  • Valuta di baseEUR
  • ISIN IE0004766675

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo50
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale4,00%

Articoli correlati

Azionario Europa a luci e ombre. Per Comgest serve stock-picking "a prova di crescita"

"Il contesto operativo per le imprese europee rimane difficile e non fa ben sperare per la crescita" ammette Franz Weis, gestore del fondo da €2 miliardi Comgest Growth Europe (rating A).

Comgest: “La ripresa è ancora lontana”

Laurent Dobler, manager azionario di Comgest offre la sua analisi sull’Europa, prevede politiche monetarie accomodanti e non allontana il rischio di deflazione.

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).