Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

BMO Select European Equity 1 Acc

Ranked 77 out of 128 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Philip Webster

Philip Webster is a director in the European equity team at BMO Global Asset Management. He joined the group in May 2016 from Aberdeen Asset Management where he was a senior investment manager with the pan-European equity team. Webster had responsibilities across UK and European mandates while being lead manager of Aberdeen Smaller Companies Income Trust, which he managed for eight years. Webster graduated from the University of Aberdeen with an MA in economics, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

Objective

The Fund aims to achieve a combination of medium to long term capital growth and income. The Fund invests primarily in shares of European companies. These are companies which are listed, quoted or traded in European markets or which have their headquarters or a significant part of their activities in European markets but which are quoted on a regulated market outside of Europe. The Fund generally invests in large companies and on the main European markets but may, at the investment managers discretion, also invest in smaller or medium sized companies and on smaller markets.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -16.0% -4.7% 5.5% -2.3% -14.6%
2017 21.8% 6.0% 6.8% 3.6% 3.9%
2016 14.5% -0.8% 0.4% 7.5% 6.9%
2015 9.4% 10.9% -4.0% -3.3% 6.3%
2014 -0.7% 1.6% -2.6% -2.2% 2.6%
2013 29.1% 13.1% 1.0% 4.7% 8.0%
2012 26.4% 14.0% -7.8% 10.5% 8.8%
2011 -12.1% 5.9% 1.6% -20.3% 2.5%
2010 2.2% 4.7% -13.2% 8.5% 3.6%
2009 24.0% -14.3% 11.4% 26.9% 2.3%
2008 -26.2% -9.4% -9.1% -6.7% -3.9%
2007 13.5% 5.3% 7.6% 0.2% 0.0%
2006 16.1% 11.0% -5.9% 3.0% 7.9%
2005 23.5% 1.7% 3.4% 10.2% 6.6%
2004 9.5% -3.7% 3.0% 1.4% 8.9%
2003 30.0% -7.2% 20.3% 4.0% 12.0%
2002 -26.6% 1.7% -10.6% -25.6% 8.6%
2001 -20.6% -12.8% -1.1% -18.0% 12.3%
2000 3.7% 12.2% 1.0% -5.3% -3.4%
1999 33.2% -2.2% 5.1% -3.2% 33.9%
1998 29.4% 19.0% 10.1% -18.8% 21.7%
1997 27.2% 10.2% 8.8% 9.8% -3.3%
1996 14.8% 7.5% 5.9% 1.6% -0.8%
1995 22.3% 0.3% 13.0% 4.2% 3.5%
1994 4.8% 6.7% -2.1% 1.7% -1.4%
1993 42.8% 9.0% 3.4% 13.3% 11.9%
1992 19.1% 6.8% 0.5% 3.2% 7.6%
1991 11.1% 8.5% 4.7% 1.4% -3.5%
1990 -16.8% 4.5% 3.3% -22.7% -0.3%
1989 54.5% 7.8% 19.5% 10.5% 8.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Cairn Homes PLC ORD 5.97%
Novo Nordisk A/S ORD 5.84%
Compagnie Financiere Richemont SA ORD 5.41%
SAP SE ORD 5.34%
Ryanair Holdings PLC ORD 5.27%
Deutsche Boerse AG ORD 5.19%
Cts Eventim AG & Co KgaA ORD 4.74%
Lenzing AG ORD 4.51%
Relx PLC ORD 4.49%
Air Liquide SA ORD 4.29%
31/03/2019

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date09/11/1988
  • Share Class size158Mn
  • Base currencyGBP
  • ISIN GB0008464082

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

Pridham 2017 report: OMGI on top as Baillie Gifford breaks records

Old Mutual Global Investors was the net bestselling fund group in 2017 in what proved to be a strong year for Baillie Gifford too.

BMO to add hedged share classes for European equity funds

The move will see euro-denominated shares classes added to the firm’s European Small Cap ex UK and European Growth & Income funds.

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