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SSgA Eurozone Value Spotlight Fund B

Ranked 16 out of 59 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

William Killeen

William Killeen has more than 20 years of investment industry experience. Prior to joining SSGA, where he serves as a managing director and portfolio manager, Killeen spent five years as a senior portfolio manager and resources sector analyst at Setanta Asset Management, the investment division of Great West Life of Canada. Prior to that, he spent five years as a senior quantitative analyst with BNP Paribas Asset Management and Standard Bank in London. He has a PhD in finance from Queen's University, Belfast and earned the Chartered Financial Analyst designation in 2012.

Objective

The Sub-fund seeks to outperform the MSCI EMU Index by 3-4% per annum over rolling three year periods. The MSCI EMU Index is a leading index that measures the stock market performance of developed markets. The Fund is actively managed. This means State Street Global Advisors Ireland Limited is not attempting to just track the performance of the Index. Instead, the Sub-Investment Manager will choose certain securities to buy and sell that it believes will allow the Fund to perform better than the Index.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.3%
2018 -16.0% -5.1% 0.7% 1.7% -13.6%
2017 20.9% 8.5% 4.4% 5.0% 1.7%
2016 27.1% 0.2% 1.4% 13.8% 9.9%
2015 7.9% 11.0% -3.8% -3.5% 4.8%
2014 -8.3% 0.7% -0.9% -6.3% -1.9%
2013 9.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date20/08/2013
  • Share Class size80Mn
  • Base currencyEUR
  • ISIN LU0892046409

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.00%

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