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Comgest Growth Europe Opps EUR R Acc

classificato 36 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Eva Fornadi

Eva Fornadi joined Comgest in 2005 and is a portfolio manager and analyst specialising in European small and mid-cap companies. She co-leads the Europe Smaller Companies and Growth Europe Opportunities strategies. Fornadi graduated with a bachelor of arts with honours in business studies issued by the Oxford Brookes University and a Hungarian BA in business studies at the International Business School in Budapest.

Rebecca Kaddoum

Rebecca Kaddoum joined Comgest in 2010 and is a portfolio manager and analyst specialising in European equities. Kaddoum co-leads the Europe Smaller Companies, Growth Europe Opportunities and Europe ex Switzerland strategies. Prior to joining Comgest, she spent five years at Citigroup in the M&A teams in Paris and in London. She graduated from the American University of Beirut with a bachelor of business administration and holds a master’s degree in finance from the HEC business school in Paris.

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.

Obiettivo

The investment objective of the Fund is to create a professionally managed portfolio consisting primarily of what, in the opinion of the Investment Manager, are Opportunities which have their headquarters or carry out their predominant activities in Europe. Portfolio construction will use a pure bottom-up stock picking approach. The Investment Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities, issued by companies having their headquarters or carrying out their predominant activities in Europe quoted or traded on Regulated Markets.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 36/244 Rendimento totale
  • Classificazione 244/244 Deviazione Standard
  • Classificazione 238/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -8,6% -0,1% 12,3% 4,2% -21,9%
2017 22,4% 10,5% 4,9% 3,8% 1,7%
2016 0,2% -7,9% 1,7% 5,5% 1,4%
2015 24,4% 16,8% 0,3% -2,7% 9,1%
2014 4,0% 3,1% -1,3% -3,2% 5,5%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Francia
  3. Italia
  4. Svizzera
  5. Regno Unito

Informazioni sul fondo

  • Inizio collocamento15/11/2013
  • Dimensione share class61Mn
  • Valuta di baseEUR
  • ISIN IE00BD5HXJ66

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo10
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale2,00%
  • Investimento iniziale2,00%

Articoli correlati

Berglund (Comgest): il nostro stile è basato al 100% su azionario long only, con approccio bottom up

Gabriella Berglund (foto), responsabile per l’Italia di Comgest (28 miliardi di euro di masse globali, di cui 16 in Emerging Markets e oltre 6 in Europa) ha portato a Milano la fund manager Eva Fornadi, la regina della casa per l'azionario europeo

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).

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