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Legg Mason IF MC European Unconstrained A Acc

Ranked 9 out of 30 in - Europe Income over 12 months
All calculations are in GBP unless stated

Managed by

Zehrid Osmani

Zehrid Osmani works for BlackRock where he splits his time between managing the BGF European Fund and fulfilling his role as head of research for European equities. Zehrid focuses on European equities within this fund and he believes that its flexible style allows it to be successful in any market environment. After gaining a degree in economics and finance from the University of Paris-Sorbonne he went on to work within European equities for ten years before moving to BlackRock. Zehrid has an IMC certificate and away from work can be found skiing or enjoying the theatre.

Amanda Whitecross

Objective

To provide an annual yield in excess of the MSCI Europe (ex UK) Index (Net) as well as the potential for capital growth through investment in Continental Europe. The Fund seeks to achieve its objective by investing directly principally in securities of companies listed in Continental Europe. The Fund will invest principally in equity securities but may also invest in other transferable securities, money market instruments, deposits and collective investment schemes

Showing fund performance in United Kingdom View performance globally

Performance

Europe Income over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -11.5% -4.2% 1.3% 0.3% -9.1%
2017 14.0% 6.1% 5.5% 1.8% 0.2%
2016 13.0% -2.6% 2.1% 6.5% 6.8%
2015 6.3% 9.9% -3.6% -4.3% 4.8%
2014 -4.1% 1.4% -0.3% -4.3% -0.8%
2013 28.4% 12.0% 1.9% 6.2% 6.0%
2012 19.3% 9.9% -6.1% 9.3% 5.8%
2011 -17.1% 4.0% 0.5% -22.8% 2.8%
2010 8.9% 5.6% -14.1% 9.8% 9.3%
2009 19.5% -11.4% 8.1% 26.2% -1.1%
2008 -28.8% -11.5% -2.2% -13.8% -4.6%
2007 10.6% 5.9% 6.7% -2.6% 0.4%
2006 23.2% 13.4% -5.6% 4.5% 10.1%
2005 22.3% 1.1% 0.7% 11.8% 7.5%
2004 12.0% -2.3% 5.5% -1.8% 10.8%
2003 31.9% -8.8% 23.6% 4.3% 12.2%
2002 -26.1% 4.7% -11.1% -28.0% 10.2%
2001 -22.9% -14.9% 0.6% -18.8% 10.8%
2000 -1.4% 7.0% 1.7% -4.5% -5.0%
1999 30.6% -1.4% 3.5% -4.1% 33.4%
1998 30.4% 16.7% 10.7% -15.8% 20.0%
1997 20.5% 8.4% 7.7% 5.0% -1.7%
1996 13.0% 10.2% 3.3% 1.1% -1.9%
1995 23.4% 2.0% 13.1% 2.7% 4.2%
1994 -7.1% -0.1% -6.3% 0.9% -1.7%
1993 41.6% 11.4% 1.4% 14.3% 9.8%
1992 14.1% 10.0% -1.9% 0.4% 5.4%
1991 7.9% 12.0% 3.1% -0.4% -6.2%
1990 -24.6% 0.5% 3.1% -26.8% -0.6%
1989 63.6% 12.3% 18.3% 10.4% 11.6%
1988 34.8% 8.5% 14.8% 2.6% 5.5%
1987 -33.2% 1.4% 1.1% 5.5% -38.2%
1986 39.8% 10.9% 1.6% 20.5% 2.9%
1985 13.0% 30.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Unilever NV DR 6.37%
Kering SA ORD 6.16%
Straumann Holding AG ORD 5.88%
Moncler SpA ORD 5.84%
Ferrari NV ORD 5.82%
Adidas AG ORD 5.67%
L'Oreal SA ORD 4.80%
Kerry Group PLC ORD 4.72%
Atlas Copco AB ORD 4.57%
Infineon Technologies AG ORD 4.55%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/06/2015
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00BVZ6TZ76

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).