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FP CRUX European I GBP Inc

Ranked 28 out of 32 in - Europe Excluding UK over 12 months
All calculations are in CHF unless stated

Managed by

James Milne

James Milne graduated from Magdalen College, Oxford with a double first class degree in Engineering Science. James began his career in 2002 at KPMG in London where he qualified as a chartered accountant before moving into corporate finance. In July 2006 James joined New Star Asset Management and in April 2009 he transferred to Henderson Global Investors when it bought NEW Star. James has assisted Richard Pease with Henderson European Special Situations fund since it was launched in October 2009 and he moved to CRUX at the same time as Richard and the European Special Situations fund in June 2015. He has also co-managed the CRUX European fund since launch in November 2015.

Richard Pease

Formerly head of European equities at Jupiter Asset Management and then Director of European equities at Henderson, Richard Pease now runs the FP CRUX European with a stock-driven approach and a bias towards undervalued mid-cap companies. He also runs the FP CRUX European Special Situations fund. Educated at Eton, Pease went on to graduate in General Arts from Durham University.

Objective

The investment objective of the Fund is to achieve long-term capital growth by investing primarily in equities of European companies.

Showing fund performance in Switzerland View performance globally

Performance

Europe Excluding UK over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 5.5%
2016 1.1% -3.9% -1.2% 5.6% 0.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Aroundtown Property Holdings PLC ORD 4.19
Sampo Oyj ORD 3.53
Sika AG ORD 3.36
Bureau Veritas SA ORD 3.25
Iss A/S ORD 3.24
Relx NV ORD 3.15
Aurelius Equity Opportunities SE & Co KGaA ORD 3.11
Bayer AG ORD 3.00
Novartis AG ORD 2.78
Alphabet Inc ORD 2.74
31/03/2017

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Norway
  5. Spain
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date12/10/2015
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BYQJX104

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%
  • Initial investment0

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