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Comgest Growth Europe ex Switzerland CHF I Acc

Ranked 96 out of 306 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Laurent Dobler

Laurent Dobler is a managing director of Comgest S.A and a lead portfolio manager within the European equity team. As the firm’s longest serving portfolio manager, Laurent joined the firm in 1991 and has since been instrumental in forging and refining the Comgest quality growth investment philosophy. Laurent started his career in Geneva in 1986 with Banque Paribas as an analyst and portfolio manager of a German equity fund before he joined the Geneva fund management team of Banque Privée Edmond de Rothschild where he specialised in European and Japanese equities. With a degree in Economics from the Sorbonne University and a Master’s degree in Law from University Paris II, Laurent also studied at Sciences Po (Institut d’Etudes Politiques) in Paris, where he majored in Finance and Fiscal Policy.

Rebecca Kaddoum

Rebecca Kaddoum joined Comgest in 2010 and is a portfolio manager and analyst specialising in European equities. Rebecca contributes strongly to idea generation and co‐leads the Comgest Growth Mid‐Caps Europe, Comgest Growth Greater Europe Opportunities and Comgest Growth Europe ex Switzerland funds. Prior to joining Comgest, Rebecca spent five years in the Citigroup M&A teams in Paris and in London. She graduated with a High Distinction from the American University of Beirut with a Bachelor of Business Administration and has a Master’s degree in Science in Finance from the HEC business school in Paris.

Franz Weis

Franz Weis is the team manager of Comgest’s Europe equity investment team, having joined the firm in 2005 as a portfolio manager and analyst. He became a member of the Comgest Global Investors Management Committee in 2014. Franz co‐leads the management of the majority of Comgest’s European equity public funds as well as maintaining responsibility for a number of European segregated mandates. He started his career in 1990 at Baillie Gifford & Co. where he worked as a portfolio manager before joining F&C Asset Management as a senior portfolio manager and director of European Equities in 1999. He graduated from Heriot‐Watt University in Edinburgh with a Master’s degree in International Banking and Financial Studies and received the International Bankers in Scotland Prize. He is an IIMR Associate.

Objective

The investment objective of the Europe ex Switzerland Fund is to achieve capital appreciation by creating a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in any European country with the exception of Switzerland.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018
  • Rank 96/306 Total Return
  • Rank 99/306 Standard Deviation
  • Rank 68/306 Max Drawdown
Fund Name Currency Risk
97 Indosuez Funds Europe Growth G Cap CHF

10.2

98 JPM Europe Strategic Growth A Dis EUR CHF

10.2

99 Comgest Growth Europe ex Switzerland CHF I Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

10.2

100 BSF Systematic European Equity A2 EUR CHF

10.3

100 PARVEST Equity Europe Growth Classic Cap EUR CHF

10.3

Fund Name Currency Loss
68 Comgest Growth Europe ex Switzerland CHF I Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.2%

68 VP Bank Best Manager European Equities-B CHF

-4.2%

68 OYSTER European Opportunities C EUR PF CHF

-4.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 16.0% 7.9% 3.8% 1.2% 2.4%
2016 -3.9% -7.1% 2.1% 4.2% -2.8%
2015 14.8% 13.6% -2.6% -3.0% 7.0%
2014 1.2% -0.7% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date13/02/2014
  • Share Class size110Mn
  • Base currencyCHF
  • ISIN IE00BHWQNL69
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment750,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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