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Comgest Growth Europe Opps EUR Acc

Ranked 9 out of 413 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Eva Fornadi

Eva Fornadi joined Comgest as an analyst in 2005 and is today a portfolio manager specialising in European small and mid‐cap companies. She co‐leads the Comgest Growth Mid‐Caps Europe and Comgest Growth Greater Europe Opportunities funds. Eva 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. Rebecca contributes strongly to idea generation and co‐leads the Comgest Growth Mid‐Caps Europe, Comgest Growth Greater Europe Opportunities and Comgest Growth Europe ex Switzerland funds. Prior to joining Comgest, Rebecca spent five years in the Citigroup M&A teams in Paris and in London. She graduated with a High Distinction from the American University of Beirut with a Bachelor of Business Administration and has a Master’s degree in Science in Finance from the HEC business school in Paris.

Franz Weis

Franz Weis is the team manager of Comgest’s Europe equity investment team, having joined the firm in 2005 as a portfolio manager and analyst. He became a member of the Comgest Global Investors Management Committee in 2014. Franz co‐leads the management of the majority of Comgest’s European equity public funds as well as maintaining 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 and received the International Bankers in Scotland Prize. He is an IIMR Associate.

Objective

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.

Showing fund performance in Luxembourg View performance globally

Performance

Europe over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.9% 10.6% 5.0% 4.0% 1.8%
2016 0.8% -7.8% 1.8% 5.6% 1.6%
2015 25.0% 17.0% 0.4% -2.6% 9.3%
2014 4.5% 3.2% -1.1% -3.1% 5.6%
2013 27.9% 13.4% -0.1% 7.0% 5.5%
2012 35.4% 15.4% 0.8% 9.0% 6.8%
2011 -9.1% 1.6% 1.5% -17.2% 6.4%
2010 15.6% 4.1% -3.7% 5.8% 9.0%
2009 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date07/08/2009
  • Share Class size116Mn
  • Base currencyEUR
  • ISIN IE00B4ZJ4188

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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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).