St James's Place Continental European

Ranked 53 out of 127 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Ken Hsia

Ken Hsia is a portfolio manager at Investec Asset Management where he runs equity strategies. Ken joined the firm in 2004 from MoVa Investment Partners, a hedge fund, where he was portfolio manager and co-founder. He was involved in managing a portfolio focused on European small and mid-cap stocks. Prior to that, Ken spent eight years at Fidelity Investments as an equity analyst covering a range of sectors including UK and European auto components, construction, non-food retail and utilities, and was assistant fund manager on the UK Recovery Trust (now renamed UK Aggressive). Ken graduated from Oxford University with a Doctorate in Organic Chemistry. He is also an associate member of the UK Society of Investment Professionals (UKSIP).

Objective

The investment objective of the Scheme is to achieve capital appreciation. The Scheme will achieve this by investing in shares of companies from Continental Europe, including any listed on the London Stock Exchange. In economic conditions judged by the Investment Adviser to be adverse, the Scheme may hold cash or near cash for as long as is necessary to protect the Scheme's value.The Scheme is also permitted to invest in other asset classes permitted for UCITS schemes under COLL including other types of transferable securities, units and/or shares in collective investments schemes, money market instruments, deposits, and derivatives and forward transactions (for the purpose of hedging only).

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.2%
2018 -10.6% -3.7% 4.0% 0.8% -11.5%
2017 15.7% 5.6% 5.3% 2.3% 1.7%
2016 17.3% -2.5% -0.6% 9.0% 11.0%
2015 3.0% 8.4% -6.5% -5.2% 7.2%
2014 -3.7% 7.7% -6.1% -5.4% 0.8%
2013 27.9% 6.9% 3.5% 9.0% 6.1%
2012 20.3% 13.1% -7.3% 5.7% 8.6%
2011 -23.3% 0.3% 0.3% -24.6% 1.2%
2010 22.1% 7.4% -12.7% 13.8% 14.4%
2009 14.0% -16.0% 8.9% 29.6% -3.8%
2008 -20.6% -9.5% -7.7% -12.0% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2007
  • Share Class size98Mn
  • Base currencyGBP
  • ISIN GB00B249JZ41

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management2.05%
  • 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).