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Legg Mason IF MC European Unconstrained A Acc

Ranked 1 out of 29 in - Europe Income over 12 months
All calculations are in GBP unless stated

Managed by

Zehrid Osmani

Zehrid Osmani has almost 22 years’ experience in financial markets and is head of the global long-term unconstrained team at Martin Currie. He is lead portfolio manager on the Global and International Long Term Unconstrained funds and on the newly launched European Unconstrained funds. He joined Martin Currie in May 2018 from BlackRock, where he had held a number of senior roles from January 2008 onwards. At BlackRock, he was a senior portfolio manager and had responsibility for managing several pan-European equity funds with a specific focus on unconstrained, high-conviction, long-term portfolios. Prior to this, he managed equity portfolios at Scottish Widows Investment Partnership and was a specialist sector analyst at Commerzbank Securities, UBS Warburg and Credit Lyonnais. He began his investment career as a trainee fund manager at Scottish Investment Trust. He has a BA in economics and finance from the University of Paris-Sorbonne and a Master’s in international finance from the University of Glasgow.

Amanda Whitecross

Objective

To provide long-term capital appreciation by investing at least 80% of its net asset value in shares of companies domiciled or listed in Europe excluding the United Kingdom, or which conduct the predominant part of their economic activity in Europe (ex. UK). The Fund may invest both directly and indirectly in such companies.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.2%
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

31/01/2019

Top 10 Holdings

Stock Size
Straumann Holding AG ORD 6.41%
Ferrari NV ORD 6.31%
Kering SA ORD 6.16%
Adidas AG ORD 6.04%
Moncler SpA ORD 6.04%
Unilever NV DR 5.70%
Atlas Copco AB ORD 4.69%
Infineon Technologies AG ORD 4.65%
L'Oreal SA ORD 4.59%
Partners Group Holding AG ORD 4.57%
31/01/2019

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).