Comgest Growth Europe ex UK GBP I H Acc

Ranked 11 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

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).

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.

Objective

The investment objective of the Europe ex UK Fund is to achieve capital appreciation by creating a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in any European country with the exception of the United Kingdom.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2016 - 30/04/2019
  • Rank 11/113 Total Return
  • Rank 59/113 Standard Deviation
  • Rank 56/113 Max Drawdown
Fund Name Currency Return
9 Digital Funds Stars Europe Ex-UK Acc GBP

48.3%

10 MFS Meridian Funds-Continental European Eq A1 EUR GBP

48.2%

11 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

48.1%

12 Fidelity European A Acc GBP

46.3%

13 TT European Ex-UK Equity A GBP GBP

46.2%

Fund Name Currency Risk
57 BMO Select European Equity 1 Acc GBP

11.3

58 Halifax European C GBP

11.3

59 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

11.3

60 PUTM European Acc GBP

11.4

61 Royal London European Growth Gross A Acc GBP

11.4

Fund Name Currency Loss
54 FP CRUX European I GBP Inc GBP

-15.8%

55 Liontrust Sustainable Future European Growth 2 Acc GBP

-15.8%

56 Jupiter European Income Acc GBP

-15.8%

56 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-15.8%

58 Lazard European Alpha A Inc GBP

-15.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 16.8%
2018 -1.5% -1.6% 11.6% 5.3% -14.8%
2017 16.1% 9.4% 3.5% 1.4% 1.1%
2016 0.2% -6.0% 3.6% 4.0% -1.0%
2015 16.7% 13.0% -4.7% 0.0% 8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. France
  3. United Kingdom

Fund Info

  • Launch date18/12/2014
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN IE00BRTM4M55
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).