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SWC (LU) EF Top Dividend Europe AA

Ranked 4 out of 30 in - Europe Income over 12 months
All calculations are in GBP unless stated

Managed by

Roland Koster

Objective

The investment objective is to generate long-term capital growth by investing in the shares of high dividend-yield European companies.The fund invests at least 80% of its net assets in the equities of European companies with high dividend yields. Derivatives may be used for achieving the investment objective.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.1% -4.4% 5.0% 2.6% -9.8%
2017 13.3% 5.5% 2.8% 2.3% 2.2%
2016 11.1% -3.3% 1.3% 8.6% 4.4%
2015 4.2% 9.0% -3.9% -5.4% 5.1%
2014 1.0% 4.1% -0.1% -2.4% -0.5%
2013 25.3% 8.7% 2.2% 5.5% 7.0%
2012 8.9% 6.0% -8.6% 7.3% 4.7%
2011 -10.5% 5.4% 1.0% -19.3% 4.2%
2010 1.9% 4.5% -15.1% 11.3% 3.2%
2009 25.4% -15.1% 14.9% 28.5% 0.1%
2008 -27.2% -9.2% -5.5% -9.9% -5.9%
2007 8.4% 3.8% 6.3% -1.9% 0.2%
2006 19.6% 9.7% -3.0% 5.6% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date18/11/2005
  • Share Class size20Mn
  • Base currencyUnits
  • ISIN LU0230112392

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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