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

Comgest Growth Europe Opps EUR Acc

Ranked 16 out of 224 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Eva Fornadi

Eva Fornadi joined Comgest in 2005 and is a portfolio manager and analyst specialising in European small and mid-cap companies. She co-leads the Europe Smaller Companies and Growth Europe Opportunities strategies. Fornadi graduated with a bachelor of arts with honours in business studies issued by the Oxford Brookes University and a Hungarian BA in business studies at the International Business School in Budapest.

Rebecca Kaddoum

Rebecca Kaddoum joined Comgest in 2010 and is a portfolio manager and analyst specialising in European equities. Kaddoum co-leads the Europe Smaller Companies, Growth Europe Opportunities and Europe ex Switzerland strategies. Prior to joining Comgest, she spent five years at Citigroup in the M&A teams in Paris and in London. She graduated from the American University of Beirut with a bachelor of business administration and holds a master’s degree in finance from the HEC business school in Paris.

Franz Weis

Franz Weis joined Comgest in 2005 as a portfolio manager and analyst and is today a managing director of the Comgest Group and team manager of Comgest’s European equity investment team. Weis co-leads most of Comgest’s European equity public funds and maintains responsibility for a number of European segregated mandates. He started his career in 1990 at Baillie Gifford & Co. where he worked as a portfolio manager before joining F&C Asset Management as a senior portfolio manager and director of European equities in 1999. He graduated from Heriot-Watt University in Edinburgh with a master’s degree in international banking and financial studies.

Objective

The investment objective of the Fund is to create a professionally managed portfolio consisting primarily of what, in the opinion of the Investment Manager, are Opportunities which have their headquarters or carry out their predominant activities in Europe. Portfolio construction will use a pure bottom-up stock picking approach. The Investment Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities, issued by companies having their headquarters or carrying out their predominant activities in Europe quoted or traded on Regulated Markets.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.3%
2018 -7.1% -1.2% 13.5% 5.1% -21.2%
2017 27.9% 10.8% 7.8% 4.3% 2.5%
2016 16.7% -0.8% 6.7% 10.0% 0.3%
2015 18.7% 9.0% -1.6% 1.3% 9.3%
2014 -2.6% 2.6% -4.2% -5.7% 5.2%
2013 31.2% 18.2% 1.2% 4.4% 5.0%
2012 31.5% 15.2% -2.1% 7.4% 8.7%
2011 -11.4% 5.0% 3.6% -21.0% 3.2%
2010 11.5% 4.5% -11.6% 11.9% 7.8%
2009 0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
ASML Holding NV ORD 6.89%
Sika AG ORD 5.66%
Lonza Group AG ORD 4.84%
EUR Cash 4.59%
Fresenius SE & Co KGaA ORD 4.25%
Wirecard AG ORD 3.94%
B&M European Value Retail SA ORD 3.90%
ICON PLC ORD 3.79%
Temenos AG ORD 3.57%
GN Store Nord A/S ORD 3.55%
31/03/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date07/08/2009
  • Share Class size240Mn
  • Base currencyEUR
  • ISIN IE00B4ZJ4188

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Profile: Stanhope’s portfolio boss on 30 years of risk management failure

Wealth managers have neglected risk management for private clients for the past 30 years, according to Stanhope Capital’s Ivo Coulson

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