Quilter Investors Europe Equity Growth A Acc

Ranked 55 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

David Dudding

David Dudding is a senior portfolio manager at Columbia Threadneedle Investments, where he is the lead portfolio manager of the Global Focus strategy and co-manager of the European Select strategy. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012. He previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.

Objective

The Fund aims to achieve capital growth. The Fund primarily invests, directly and indirectly, in shares of companies listed or located in Europe, excluding the United Kingdom. The investment adviser typically has a preference to invest in shares of companies they believe to have the potential for growth. 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 and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -11.4% -3.8% 4.2% 1.7% -13.0%
2017 18.1% 6.1% 7.1% 2.3% 1.6%
2016 11.8% 0.5% 3.6% 6.6% 0.8%
2015 10.0% 12.0% -6.0% -2.0% 6.6%
2014 3.7% 2.1% 0.0% -3.3% 5.1%
2013 0.5% 4.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Unilever NV DR 5.34%
Pernod Ricard SA ORD 5.30%
Adidas AG ORD 4.65%
Relx PLC ORD 4.52%
Dassault Systemes SE ORD 4.48%
Sampo Oyj ORD 4.13%
L'Oreal SA ORD 4.06%
IMCD NV ORD 3.94%
Brenntag AG ORD 3.65%
Davide Campari Milano SpA ORD 3.44%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/04/2013
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB00B8C1MS88

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).