Invesco Continental Eupn Small Cap Eq A USD-AD

Ranked 50 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Oliver Collin

Based in Henley-on-Thames, Oliver Collin joined Invesco Perpetual in July 2014 as an analyst within Invesco Perpetual’s European Equities team. His career started in September 2000 with ING Barings, initially within their graduate programme, before becoming a member of their Institutional Equity Sales team, specialising in Pan European mid-cap equities. In January 2006 he joined Berenberg Bank where he specialised in French mid-cap institutional equity sales. In November 2010 he joined Exane BNP Paribas where he latterly led their Pan European Mid Cap Sales team after becoming a Partner in the firm in November 2011. Oliver holds a BSc (Honours) in Economics & Politics from the London School of Economics.

Erik Esselink

Erik Esselink has over a decade of experience in the fund management industry. He started out as a Dutch equity specialist working for ING in Amsterdam. He then moved to Morgan Stanley in 2000 before joining Invesco in October 2007 where he currently works. Erik holds a degree in commercial economics from the Rotterdam School of Economics.

Objective

The Fund seeks to achieve its objective by investing primarily in listed equity and equity related securities of small cap companies throughout Europe excluding the United Kingdom. For the purposes of this investment policy, Europe is intended to include all countries in the European Union (excluding the United Kingdom), Switzerland, Norway, Turkey and the members of the Commonwealth of Independent States.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -21.1% -6.2% -1.7% 1.0% -15.3%
2017 26.4% 5.2% 11.9% 6.8% 0.5%
2016 26.7% 0.9% 3.2% 9.0% 11.6%
2015 14.6% 10.4% -1.4% -3.1% 8.7%
2014 -3.7% 12.2% -6.5% -8.1% -0.2%
2013 47.5% 20.0% 2.7% 10.6% 8.3%
2012 32.0% 24.6% -10.1% 8.2% 8.9%
2011 -25.2% 13.9% -3.3% -25.6% -8.6%
2010 32.1% 7.7% -11.8% 18.5% 17.4%
2009 78.7% -11.4% 36.2% 43.9% 3.0%
2008 -51.6% -13.1% 0.9% -30.5% -20.6%
2007 9.2% 11.8% 3.1% -3.9% -1.5%
2006 31.3% 20.6% -6.9% 4.3% 12.2%
2005 33.3% 7.8% 7.5% 15.1% -0.1%
2004 20.9% 0.0% 3.5% 2.2% 14.3%
2003 31.0% -6.2% 20.2% 10.0% 5.6%
2002 -21.6% 4.9% -2.3% -27.9% 6.1%
2001 -38.9% -22.9% -8.0% -27.0% 18.1%
2000 -13.2% 30.1% -11.2% -0.9% -24.2%
1999 53.6% -5.1% 1.2% 0.1% 59.9%
1998 4.7% 19.0% 7.2% -23.4% 7.2%
1997 9.8% 13.0% -0.6% 1.9% -4.1%
1996 20.8% 16.9% 6.9% -2.1% -1.2%
1995 6.5% -0.6% 8.0% 1.7% -2.4%
1994 -2.2% 5.0% -6.7% 2.6% -2.8%
1993 4.4% 16.7% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date10/09/2018
  • Share Class size110Mn
  • Base currencyUSD
  • ISIN LU1775961243

Purchase Info

  • Min. initial investment1,500

Charges

  • Annual management1.50%

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