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Comgest Growth Europe Opps EUR Acc

Ranked 1 out of 410 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

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.

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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% 12.5% 4.4%
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

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
EUR Cash 7.80%
Wirecard AG ORD 7.19%
Lonza Group AG ORD 5.41%
ASML Holding NV ORD 5.22%
Fresenius SE & Co KGaA ORD 4.61%
GN Store Nord A/S ORD 4.36%
ASOS PLC ORD 4.13%
Sika AG ORD 4.03%
Ryanair Holdings PLC ORD 4.02%
Sartorius Stedim Biotech SA ORD 3.95%
30/06/2018

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 size246Mn
  • 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).