Quilter Investors Erp ex UK SM Cap Eq U2 GBP Acc

Ranked 14 out of 130 in - Europe Excluding UK over 3 months
All calculations are in GBP unless stated

Managed by

Ian Ormiston

Born in the early seventies, Ian Ormiston holds the investment management and research qualification from the IIMR. He began his financial career in 1994 at Asahi Life as a European equity manager. In 2000 he moved to Singer & Friedlander in the same position. He then joined Ignis Asset Management in 2007 where he spent 7 years before joining Old Mutual Asset Management in 2014. Ian uses a pragmatic growth investment style.

Objective

The Fund aims to achieve capital growth. The Fund primarily invests in shares and similar investments issued of companies listed or located in Europe excluding the United Kingdom. The Fund mainly invests in small and midcap companies. The Fund may at times be concentrated in terms of the number of investments it holds. The Fund may also invest in other transferable securities, collective investment schemes (including those managed or operated by the ACD) warrants, money market instruments, deposits, cash and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 0.9% -18.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/06/2018
  • Share Class size34Mn
  • Base currencyGBP
  • ISIN GB00BZ191M90

Purchase Info

  • Min. initial investment250Mn

Charges

  • Initial investment5.00%

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