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Schroder ISF EURO Equity A Dis AV

Ranked 31 out of 55 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Martin Skanberg

Martin Skanberg graduated with a master’s degree in financial economics from Stockholm School of Economics. He started his career in 1992 at STORA as a manager within the group finance department and in 1994 he joined SEB Asset Management where he was an investment analyst for Nordic industrials and basic materials, and in 1996 he was a senior investment analyst working on European industrials and basic materials. Martin became the head of European research in 1999. He joined American Express Asset Management as a senior investment analyst in 2002 where he was responsible for industrials and telecoms and he joined Schroders in 2004 where he is currently a portfolio manager and European equity analyst specialising in industrials.

Objective

The Sub-Fund aims to provide capital growth primarily through investment in equity securities of companies in countries participating in the EMU (European Monetary Union).

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 0.7% 1.1%
2017 19.9% 7.1% 6.9% 4.0% 0.7%
2016 17.6% 1.8% 0.9% 9.6% 4.4%
2015 8.0% 10.2% -4.2% -4.2% 6.7%
2014 -0.8% 2.8% -2.2% -3.0% 1.7%
2013 27.4% 8.8% 2.7% 7.4% 6.2%
2012 22.3% 14.9% -9.3% 8.6% 8.0%
2011 -16.4% 8.5% 2.1% -26.9% 3.3%
2010 -1.7% 0.5% -17.2% 13.9% 3.7%
2009 17.4% -16.3% 11.7% 27.1% -1.2%
2008 -25.5% -9.6% -4.2% -13.9% -0.1%
2007 12.3% 3.7% 5.8% -1.0% 3.5%
2006 17.4% 10.9% -5.3% 5.8% 5.7%
2005 20.7% 2.5% 4.0% 8.1% 4.8%
2004 21.3% 1.4% 3.0% 4.0% 11.8%
2003 28.0% -7.7% 21.0% 4.8% 9.3%
2002 -21.0% 3.9% -9.7% -26.4% 14.4%
2001 -19.7% -10.2% -1.4% -19.4% 12.4%
2000 6.9% 10.3% 3.4% -6.7% 0.4%
1999 40.8% 4.5% 6.8% -4.4% 31.9%
1998 21.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Liechtenstein
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Arab Emirates
  27. United Kingdom

Fund Info

  • Launch date21/09/1998
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0091115906

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5.00%

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