Hermes Europe ex-UK Equity F GBP Acc

Ranked 96 out of 127 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Tim Crockford

Tim Crockford joined Hermes as an analyst in June 2008. Prior to this, Tim joined Execution in July 2006 as a primary research analyst working on major projects in consumer, retail and financial services. Tim has experience working with online, CATI, CAPI and intercept methods of data collection and was responsible for providing the analysis and interpretation of primary data and subsequent report writing. Tim has recently completed his Securities and Investment Institute qualifications and in 2006 graduated from the University of Malta with a Bachelor of Accountancy (Hons), having previously obtained a Bachelor of Commerce degree from the same university.

Objective

The Fund aims to increase the value of your investment over the long term. The Fund is a diversified portfolio that will primarily invest in shares of companies that are located in or earn substantial revenue from Europe, excluding the UK. Occasionally it may also invest in companies located in Turkey and Russia. On occasion it may also invest in other financial instruments, such as other funds, rated or unrated Bonds and Derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -10.6% -1.5% 5.3% 2.5% -15.8%
2017 24.8% 9.9% 7.0% 4.8% 1.2%
2016 17.3% 0.2% 3.3% 10.6% 2.5%
2015 12.7% 12.5% -3.8% -4.9% 9.6%
2014 -5.5% 1.0% -2.8% -4.1% 0.4%
2013 25.5% 11.7% 0.8% 4.8% 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date09/11/2012
  • Share Class size21Mn
  • Base currencyGBP
  • ISIN IE00B59G6L68

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).