Investec GSF European Equity A Inc USD
Managed by
Ken Hsia
Ken Hsia is a portfolio manager at Investec Asset Management where he runs equity strategies. Ken joined the firm in 2004 from MoVa Investment Partners, a hedge fund, where he was portfolio manager and co-founder. He was involved in managing a portfolio focused on European small and mid-cap stocks. Prior to that, Ken spent eight years at Fidelity Investments as an equity analyst covering a range of sectors including UK and European auto components, construction, non-food retail and utilities, and was assistant fund manager on the UK Recovery Trust (now renamed UK Aggressive). Ken graduated from Oxford University with a Doctorate in Organic Chemistry. He is also an associate member of the UK Society of Investment Professionals (UKSIP).
Objective
The Fund aims to grow the value of your investment over the long term. The Fund invests primarily in the shares of European companies or companies which carry out a large proportion of their business activities in Europe.
Performance
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Rank 142/217 Total Return
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Rank 16/217 Standard Deviation
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Rank 47/217 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 140 | RAM (Lux) SF-European Equities B | GBP | -10.8% |
| 141 | Invesco Pan European Equity A Acc EUR | GBP | -10.8% |
| 142 | Investec GSF European Equity A Inc USD | GBP | -10.9% |
| 143 | Nordea 1 - European Value BP EUR | GBP | -11.0% |
| 144 | AXA WF Framlington Europe Opportunities A C EUR | GBP | -11.1% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 14 | PARVEST Flexible Equity Europe Classic Cap EUR | GBP | 10.1 |
| 15 | Milleis Investissements Flexible Euro C EUR Cap | GBP | 10.1 |
| 16 | St James's Place Greater European Progressive Acc | GBP | 10.1 |
| 16 | Investec GSF European Equity A Inc USD | GBP | 10.1 |
| 18 | OYSTER European Opportunities C EUR PF | GBP | 10.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 45 | Milleis Investissements Flexible Euro C EUR Cap | GBP | -12.8% |
| 46 | PIMCO GIS RAE Europe ECl EUR Acc | GBP | -12.8% |
| 47 | Investec GSF European Equity A Inc USD | GBP | -12.8% |
| 48 | ABN AMRO MMF EdenTree European Sust Eq A Cap EUR | GBP | -12.8% |
| 49 | MFS Meridian Funds-European Research A1 EUR | GBP | -12.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -13.2% | -6.5% | 3.0% | -0.5% | -9.5% |
| 2017 | 20.2% | 4.6% | 4.5% | 5.2% | 4.6% |
| 2016 | 18.3% | -0.1% | 0.5% | 13.1% | 4.2% |
| 2015 | 9.6% | 10.0% | -2.8% | -2.5% | 5.2% |
| 2014 | 4.8% | 4.5% | -1.2% | -0.8% | 2.3% |
| 2013 | 33.7% | 12.3% | 1.5% | 7.8% | 8.8% |
| 2012 | 24.1% | 13.0% | -6.1% | 7.4% | 9.0% |
| 2011 | -17.0% | 3.2% | 1.8% | -25.0% | 5.3% |
| 2010 | 13.6% | 3.9% | -13.1% | 16.5% | 8.0% |
| 2009 | 14.6% | -14.9% | 6.2% | 25.0% | 1.4% |
| 2008 | -30.0% | -10.7% | -2.5% | -16.9% | -3.3% |
| 2007 | 15.7% | 2.9% | 7.4% | 1.5% | 3.1% |
| 2006 | 14.0% | 10.6% | -5.9% | 5.0% | 4.4% |
| 2005 | 26.3% | 2.1% | 4.4% | 11.3% | 6.6% |
| 2004 | 10.5% | -2.8% | 2.7% | 1.8% | 8.8% |
| 2003 | 16.9% | -8.8% | 14.9% | 0.1% | 11.4% |
| 2002 | -28.4% | 1.8% | -6.4% | -27.5% | 3.7% |
| 2001 | -17.8% | -9.7% | -1.1% | -15.5% | 8.9% |
| 2000 | 5.8% | 5.2% | 3.8% | -6.1% | 3.2% |
| 1999 | 23.8% | -2.0% | 3.5% | -2.5% | 25.0% |
| 1998 | 27.3% | 21.0% | 8.9% | -22.0% | 23.9% |
| 1997 | 23.8% | 10.4% | 7.5% | 7.5% | -2.9% |
| 1996 | 11.5% | 6.9% | 4.3% | 1.0% | -1.0% |
| 1995 | 2.7% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- Botswana
- Chile
- Denmark
- Finland
- France
- Germany
- Hong Kong
- Ireland
- Italy
- Luxembourg
- Macau
- Netherlands
- Norway
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date25/01/1985
- Share Class size196Mn
- Base currencyUSD
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ISIN LU0345777659
Purchase Info
- Min. initial investment3,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5.00%