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Old Mutual European Best Ideas A EUR

Ranked 130 out of 305 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Lee Freeman-Shor

Lee Freeman-Shor was born in Nottingham in 1974 and graduated from Nottingham Trent University with a Bachelor of Law degree. He started his career in 1999 as an independent investment consultant at Chiltern Financial Services Ltd and in 2001 he joined Alexander Hall Associates where he was the head of investments. Lee joined Winterthur Life UK Ltd in 2002 where he was an investment development manager before joining Skandia Investment Group in 2005 where he was the co-head of equity research and is currently a fund manager. He holds the Financial Planning Cerificate from the Chartered Insurance Institute and also holds the Investment Management Certificate from the UK Society of Investment Professionals. Outside of fund management he enjoys tennis and the cinema and theatre.

Objective

The objective of the Old Mutual European Best Ideas Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of equities or equity-related securities of European issuers or of issuers established outside Europe which have a predominant proportion of their assets and/or business operations in Europe. The securities in which Old Mutual European Best Ideas Fund may invest shall include ordinary shares or common stock, ADRs, GDRs, preference shares and warrants, provided that any investment in warrants shall not comprise more than 5 per cent of the Net Asset Value of the Old Mutual European Best Ideas Fund

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6% 3.4% -1.6%
2017 22.5% 6.2% 4.6% 6.4% 3.7%
2016 -7.1% -8.5% -6.1% 8.7% -0.5%
2015 6.2% -0.3% 1.5% -2.5% 7.6%
2014 5.1% 1.9% -2.2% 1.8% 3.7%
2013 22.4% 7.1% 1.2% 7.9% 4.7%
2012 23.1% 13.8% -6.6% 9.8% 5.6%
2011 -20.8% 3.4% -6.0% -23.2% 6.1%
2010 6.4% 1.4% -10.7% 9.9% 7.0%
2009 41.4% -2.7% 26.0% 20.2% -4.1%
2008 -18.4% -24.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Sky PLC ORD 4.39%
Ashtead Group PLC ORD 3.70%
GVC Holdings PLC ORD 3.64%
Lundin Petroleum AB ORD 3.56%
HomeServe PLC ORD 3.49%
Randgold Resources Ltd ORD 3.36%
Roche Holding AG Par 3.24%
Partners Group Holding AG ORD 3.15%
Aker BP ASA ORD 3.14%
Koninklijke Philips NV ORD 3.06%
31/08/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date10/04/2008
  • Share Class size51Mn
  • Base currencyEUR
  • ISIN IE00B2Q0GR60

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment5.00%

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