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St James's Place Greater European Progressive

Ranked 66 out of 217 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Kenneth A Broekaert

Kenneth A Broekaert joined Burgundy AM in April 2003 as an investment analyst focusing on Europe. In 2006 he became vice president of the firm and portfolio manager, and was appointed senior vice president of the firm in 2010. Prior to joining Burgundy he worked for The Boston Consulting Group. Ken graduated from the Richard Ivey School of Business and finished his MBA in 2003 where he earned a place on the Dean’s Honours List. Ken is CFA charterholder and member of the CFA Institute.

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 Trust aims to maximise total return by way of capital appreciation and income. It is intended that at least 80 per cent of the Trust's assets will be invested in Europe, including the United Kingdom. The remainder of the assets can be invested in any other geographic area. The Trust will concentrate on seeking opportunities for exceptional growth in undervalued stocks that may be less popular but which, in the opinion of the Investment Adviser, offer good value for money.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -8.2% -4.9% 4.7% 0.9% -8.6%
2017 13.3% 6.9% 4.3% -0.3% 2.0%
2016 11.4% 0.0% -0.8% 8.8% 3.2%
2015 11.5% 8.8% -2.2% -2.0% 6.9%
2014 0.8% 3.3% -3.2% -3.7% 4.6%
2013 27.4% 13.8% 1.1% 4.9% 5.6%
2012 19.2% 10.9% -5.1% 5.9% 6.9%
2011 -9.3% 0.5% 3.0% -16.7% 5.1%
2010 17.0% 6.4% -10.0% 10.0% 11.1%
2009 24.3% -18.0% 16.8% 28.5% 1.0%
2008 -34.8% -6.6% -6.5% -12.8% -14.5%
2007 9.3% 6.1% 4.3% -1.8% 0.6%
2006 20.7% 11.8% -3.3% 4.0% 7.4%
2005 19.5% 3.1% 3.3% 9.2% 2.8%
2004 11.9% -0.1% 2.8% -1.1% 10.2%
2003 28.1% -9.3% 21.8% 6.5% 8.9%
2002 -19.0% 3.7% -7.1% -20.3% 5.5%
2001 -15.4% -7.9% -0.1% -15.9% 9.5%
2000 -3.1% 13.7% -3.0% -3.9% -8.6%
1999 56.9% 3.3% 4.4% -0.2% 45.8%
1998 17.8% 17.4% 3.5% -14.6% 13.5%
1997 23.4% 8.8% 2.1% 11.9% -0.7%
1996 25.3% 11.5% 6.1% 2.2% 3.7%
1995 7.0% -3.2% 5.4% 6.3% -1.3%
1994 2.9% 8.6% -5.9% 2.9% -2.1%
1993 63.1% 12.0% 13.9% 14.2% 12.1%
1992 15.3% 5.5% 0.5% -2.4% 11.4%
1991 6.1% 10.7% 2.2% -3.3% -3.0%
1990 -20.6% -6.7% 2.5% -18.7% 2.2%
1989 41.9% 12.3% 12.4% 8.2% 3.9%
1988 22.4% 4.7% 12.2% 1.1% 3.1%
1987 16.7% 20.1% 14.7% 10.8% -23.6%
1986 48.3% 20.9% 12.5% 7.4% 1.5%
1985 49.9% 24.0% 3.1% 3.5% 13.3%
1984 3.9% 0.0% 1.6% 0.0% 2.3%
1983 3.3% 0.0% 1.3% 0.0% 2.0%
1982 0.0% 0.0% 0.0% 0.0% 0.0%
1981 0.0% 0.0% 0.0% 0.0% 0.0%
1980 0.0% 0.0% 0.0% 0.0% 0.0%
1979 0.0% 0.0% 0.0% 0.0% 0.0%
1978 0.0% 0.0% 0.0% 0.0% 0.0%
1977 0.0% 0.0% 0.0% 0.0% 0.0%
1976 0.0% 0.0% 0.0% 0.0% 0.0%
1975 0.0% 0.0% 0.0% 0.0% 0.0%
1974 0.0% 0.0% 0.0% 0.0% 0.0%
1973 0.0% 0.0% 0.0% 0.0% 0.0%
1972 0.0% 0.0% 0.0% 0.0% 0.0%
1971 0.0% 0.0% 0.0% 0.0% 0.0%
1970 0.0% 0.0% 0.0% 0.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/12/1969
  • Share Class size650Mn
  • Base currencyGBP
  • ISIN GB0001013456

Purchase Info

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

Charges

  • Annual management1.85%
  • Initial investment5.00%

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