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Comgest Growth Europe ex Switzerland CHF I Acc

Ranked 3 out of 310 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. Kaddoum co-leads the Europe Smaller Companies, Growth Europe Opportunities and Europe ex Switzerland strategies. Prior to joining Comgest, she spent five years at Citigroup in the M&A teams in Paris and in London. She graduated from the American University of Beirut with a bachelor of business administration and holds a master’s degree in finance from the HEC business school in Paris.

Franz Weis

Franz Weis joined Comgest in 2005 as a portfolio manager and analyst and is today a managing director of the Comgest Group and team manager of Comgest’s European equity investment team. Weis co-leads most of Comgest’s European equity public funds and maintains 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.

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 : 31/10/2017 - 31/10/2018
  • Rank 3/310 Total Return
  • Rank 191/310 Standard Deviation
  • Rank 54/310 Max Drawdown
Fund Name Currency Return
1 Fidelity Inst Pan-European Acc CHF

20.3%

2 Odey Pan European R EUR CHF

5.8%

3 Comgest Growth Europe ex Switzerland CHF I Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

3.9%

4 Comgest Growth Europe Opps EUR Acc CHF

3.6%

5 Stryx Europa EUR F CHF

2.4%

Fund Name Currency Risk
189 UBAM Europe Equity AC EUR CHF

12.0

189 PrivilEdge - Henderson Pan European Equity EUR PA CHF

12.0

191 Comgest Growth Europe ex Switzerland CHF I Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

12.0

192 GAM Multistock - Europe Focus Eq-EUR B CHF

12.1

193 BNP Paribas L1 Equity Europe Classic Cap CHF

12.1

193 DNCA Value Europe C CHF

12.1

Fund Name Currency Loss
52 Candriam SRI Equity Europe - I EUR Cap CHF

-8.7%

52 Amundi Funds Equity Green Impact AE C CHF

-8.7%

54 Comgest Growth Europe ex Switzerland CHF I Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-8.8%

54 Morgan Stanley European Champions A EUR CHF

-8.8%

56 M&G Pan European Select A Acc CHF

-8.8%

56 KBL Key Fund-Europe CHF

-8.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 11.6% 1.9%
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 size107Mn
  • Base currencyCHF
  • ISIN IE00BHWQNL69
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0.00%

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