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Comgest Growth Europe Smaller Companies EUR Acc

Ranked 1 out of 86 in - European Small & Medium Companies 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.

Alistair Wittet

Alistair Wittet joined Comgest in 2012 and is a portfolio manager and analyst specialising in European equities. Wittet co-leads Comgest’s Pan Europe, Europe ex UK and Europe Smaller Companies strategies. He started his career in 2006 as an analyst at Standard Life Investments in Edinburgh. He went on to join Citigroup’s London office in 2009, specialising in the pan‐European food retail sector as an equity analyst. A British and French national, Wittet is a Geography graduate from Durham University and a CFA charterholder.

Objective

The investment objective of the Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Manager, are high quality long-term growth mid-cap companies having their headquarters or carrying out their predominant activities in Europe. The Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities issued by European mid-cap companies quoted or traded on Regulated Markets primarily in Member States. The Fund may also invest in other types of transferable securities, including debt securities.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 17.5%
2018 -4.8% -0.7% 16.0% 3.3% -20.1%
2017 31.6% 10.3% 5.9% 4.3% 8.0%
2016 10.8% -2.4% 7.6% 9.3% -3.5%
2015 24.5% 8.8% 0.6% 2.7% 10.7%
2014 0.2% 3.7% -3.2% -6.6% 6.8%
2013 26.6% 18.1% 0.3% 4.8% 2.0%
2012 30.0% 13.3% -2.3% 7.9% 8.8%
2011 -7.6% 4.5% 5.0% -14.9% -1.0%
2010 15.6% 5.0% -9.4% 13.0% 7.5%
2009 21.3% -7.9% 9.3% 21.0% -0.4%
2008 -17.1% -4.3% -5.4% -3.6% -5.1%
2007 9.4% 6.3% 1.7% 1.7% -0.6%
2006 11.7% 8.9% -3.6% 0.6% 5.7%
2005 15.0% 0.8% 2.9% 9.0% 1.7%
2004 16.2% 3.1% 4.0% 1.0% 7.4%
2003 22.9% -3.1% 12.9% 7.6% 4.4%
2002 -26.4% 1.5% -10.2% -20.5% 1.5%
2001 -13.3% -8.4% 0.8% -16.1% 11.9%
2000 1.3% -2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
EUR Cash 7.16%
Straumann Holding AG ORD 6.14%
Edenred SA ORD 5.89%
MTU Aero Engines AG ORD 5.64%
B&M European Value Retail SA ORD 5.15%
Simcorp A/S ORD 4.51%
Halma PLC ORD 3.93%
Amplifon SpA ORD 3.62%
Ambu A/S ORD 3.39%
Cts Eventim AG & Co KgaA ORD 3.29%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date17/05/2000
  • Share Class size149Mn
  • Base currencyEUR
  • ISIN IE0004766014

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment4.00%

Related News

Comgest: what to fear and what to cheer in Euro small caps

Alistair Wittet shares his worries over the valuations and liquidity in European smaller and medium-sized companies

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