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Comgest Growth Europe Smaller Companies EUR Acc

Ranked 1 out of 88 in - European Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Eva Fornadi

Eva Fornadi joined Comgest in 2005 and is a portfolio manager and analyst specialising in European small and mid-cap companies. She co-leads the Europe Smaller Companies and Growth Europe Opportunities strategies. Fornadi graduated with a bachelor of arts with honours in business studies issued by the Oxford Brookes University and a Hungarian BA in business studies at the International Business School in Budapest.

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.

Alistair Wittet

Alistair Wittet joined Comgest in 2012 and is a portfolio manager and analyst specialising in European equities. Wittet co-leads Comgest’s Pan Europe, Europe ex UK and Europe Smaller Companies strategies. He started his career in 2006 as an analyst at Standard Life Investments in Edinburgh. He went on to join Citigroup’s London office in 2009, specialising in the pan‐European food retail sector as an equity analyst. A British and French national, Wittet is a Geography graduate from Durham University and a CFA charterholder.

Objective

The investment objective of the Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Manager, are high quality long-term growth mid-cap companies having their headquarters or carrying out their predominant activities in Europe. The Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities issued by European mid-cap companies quoted or traded on Regulated Markets primarily in Member States. The Fund may also invest in other types of transferable securities, including debt securities.

Showing fund performance in Switzerland View performance globally

Performance

European Small & Medium Companies over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.2% 13.2% 0.4%
2017 38.1% 10.0% 5.2% 8.9% 9.7%
2016 -5.7% -8.9% 1.8% 5.7% -3.8%
2015 18.5% 1.2% 2.5% 3.4% 10.4%
2014 5.4% 3.7% -0.3% -4.6% 6.8%
2013 25.4% 14.1% 0.1% 7.0% 2.6%
2012 33.1% 12.6% 0.5% 10.3% 6.7%
2011 -7.9% 5.0% -3.3% -10.9% 1.7%
2010 1.0% 0.5% -8.5% 7.8% 1.9%
2009 32.3% -1.9% 20.1% 12.1% 0.2%
2008 -43.7% -16.5% -2.5% -4.9% -27.3%
2007 3.2% 6.6% 4.5% -1.6% -5.8%
2006 17.9% 9.1% -3.6% 4.0% 7.8%
2005 19.2% 4.0% 4.9% 8.3% 0.9%
2004 14.6% 8.4% 1.5% 0.5% 3.7%
2003 22.2% -7.0% 18.2% 5.6% 5.3%
2002 -32.2% 0.6% -15.0% -18.8% -2.5%
2001 -13.5% -7.1% 3.8% -21.1% 13.8%
2000 5.2% -7.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
EUR Cash 7.87%
Sartorius Stedim Biotech SA ORD 6.75%
Simcorp A/S ORD 6.06%
Straumann Holding AG ORD 5.48%
B&M European Value Retail SA ORD 5.11%
Halma PLC ORD 4.40%
Eurofins Scientific SE ORD 4.08%
ASOS PLC ORD 3.81%
Cts Eventim AG & Co KgaA ORD 3.67%
Chr Hansen Holding A/S ORD 3.61%
30/06/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date17/05/2000
  • Share Class size128Mn
  • Base currencyEUR
  • ISIN IE0004766014

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment4.00%

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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).