Schroder European I Inc

Ranked 65 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Martin Skanberg

Martin Skanberg graduated with a master’s degree in financial economics from Stockholm School of Economics. He started his career in 1992 at STORA as a manager within the group finance department and in 1994 he joined SEB Asset Management where he was an investment analyst for Nordic industrials and basic materials, and in 1996 he was a senior investment analyst working on European industrials and basic materials. Martin became the head of European research in 1999. He joined American Express Asset Management as a senior investment analyst in 2002 where he was responsible for industrials and telecoms and he joined Schroders in 2004 where he is currently a portfolio manager and European equity analyst specialising in industrials.

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of European companies, excluding the UK. The Fund invests at least 80% of its assets in equity and equity related securities of large and mid sized European companies, excluding the UK.

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 5.2%
2018 -15.0% -2.5% 2.5% 1.1% -15.9%
2017 19.4% 8.0% 6.7% 4.0% -0.4%
2016 21.5% 2.8% 2.1% 9.5% 5.8%
2015 9.0% 11.1% -3.7% -5.4% 7.7%
2014 0.4% 2.6% -1.4% -2.3% 1.6%
2013 28.1% 10.8% 2.7% 6.4% 5.9%
2012 23.4% 13.2% -9.1% 11.5% 7.5%
2011 -12.8% 7.0% 2.8% -23.9% 4.1%
2010 10.1% 4.0% -12.1% 13.2% 6.5%
2009 22.6% -15.1% 11.7% 26.7% 2.0%
2008 -22.7% -7.9% -6.4% -10.3% 0.0%
2007 14.5% 2.3% 6.6% 0.2% 4.7%
2006 18.4% 11.2% -5.5% 5.9% 6.5%
2005 23.7% 1.9% 4.0% 9.1% 7.0%
2004 11.5% -3.4% 2.8% 1.8% 10.2%
2003 24.9% -8.4% 19.1% 1.9% 12.4%
2002 -25.9% 3.7% -11.0% -26.6% 9.2%
2001 -22.4% -12.9% -1.2% -20.1% 12.7%
2000 8.8% 7.4% 6.3% -7.7% 3.3%
1999 22.9% -2.0% 4.3% -3.2% 24.1%
1998 30.4% 18.4% 8.1% -16.8% 22.5%
1997 28.0% 10.8% 12.1% 7.9% -4.5%
1996 8.7% 7.4% 2.2% 0.6% -1.6%
1995 19.7% 1.3% 9.4% 2.9% 5.0%
1994 -1.4% 0.4% -3.4% 1.0% 0.7%
1993 34.0% 10.7% -1.3% 11.3% 10.1%
1992 21.1% 8.2% -0.6% 4.5% 7.7%
1991 11.0% 8.5% 4.3% 1.3% -3.2%
1990 -16.8% -0.9% 7.3% -22.5% 1.0%
1989 48.9% 7.3% 14.6% 8.2% 11.9%
1988 22.8% 5.3% 9.2% 2.9% 3.7%
1987 4.9% -30.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/1987
  • Share Class size108Mn
  • Base currencyGBP
  • ISIN GB0007648016

Purchase Info

  • Min. initial investment1Mn
  • 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).