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Royal London European Growth Trust A Inc

Ranked 22 out of 128 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Alexander Darwall

Alexander Darwall joined Jupiter in 1995 and heads up the Jupiter European Growth Team. Alexander manages the Jupiter European Growth SICAV as well as institutional assets. He originally joined Jupiter to run the European portion of a number of segregated pension fund accounts, subsequently taking responsibility for other accounts, including Local Council pension funds (European portion). Alexander trained as an investment analyst with de Zoete & Bevan (BZW) before moving to Enskilda Securities in Paris in 1987, where he became head of French equity research. He joined Goldman Sachs in London in 1992, where he worked as a French equity analyst prior to moving to Jupiter. He holds a degree in History from Cambridge University.

Cedric de Fonclare

Cédric de Fonclare manages the Jupiter European Opportunities SICAV, the CCR Centrale Croissance Europe and institutional assets. He has a degree in International Business Administration from the Sorbonne.

Objective

The investment objective is to provide above average capital growth over the medium to long term by investment in a portfolio of the securities of companies in any European country, including Turkey, but excluding the United Kingdom.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -5.9% -3.1% 8.9% 3.9% -14.1%
2017 23.5% 7.2% 8.6% 3.0% 2.9%
2016 8.2% -1.0% 1.9% 7.2% 0.1%
2015 15.9% 11.8% -2.9% -0.8% 7.6%
2014 2.6% 2.5% -1.4% -2.3% 4.0%
2013 21.0% 11.4% -2.2% 5.4% 5.4%
2012 15.8% 9.7% -7.8% 8.1% 6.0%
2011 -17.0% 4.5% 1.5% -23.9% 2.9%
2010 0.4% 4.1% -15.2% 9.3% 4.0%
2009 20.9% -16.4% 11.6% 27.8% 1.4%
2008 -23.0% -9.3% -5.7% -8.8% -1.3%
2007 9.5% 2.7% 4.4% 1.5% 0.7%
2006 13.5% 7.6% -5.7% 6.3% 5.2%
2005 20.9% 1.8% 2.4% 10.5% 5.0%
2004 9.7% -3.8% 3.4% 1.3% 8.8%
2003 25.0% -6.9% 18.1% 1.5% 11.9%
2002 -27.2% 2.4% -10.4% -26.2% 7.5%
2001 -21.8% -12.7% -2.1% -17.3% 10.6%
2000 5.9% -5.7% -1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Relx PLC ORD 7.49%
Novo Nordisk A/S ORD 6.83%
Wirecard AG ORD 5.81%
Amadeus IT Group SA ORD 5.75%
Deutsche Boerse AG ORD 5.07%
Dassault Systemes SE ORD 4.89%
Adidas AG ORD 4.19%
GBP Cash 3.32%
Edenred SA ORD 3.18%
Grifols SA ORD 2.77%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/01/2000
  • Share Class size267Mn
  • Base currencyGBP
  • ISIN GB0009537407

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • 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).