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Comgest Growth Europe ex UK GBP I H Acc

Ranked 50 out of 126 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Arnaud Cosserat

Arnaud Cosserat joined Comgest in 1996 and is today chief executive officer of the Comgest Group. Arnaud is a long-standing portfolio manager within the European equity team and holds the role of chief investment officer, responsible for overseeing the firm’s investment team and ensuring the best practices are in place to entrench the firm’s philosophy to successful long-term investing. Arnaud started his career in 1989 as an analyst at Banque Paribas, before joining Société de Bourse Oddo and then Generali as a portfolio manager. He holds a Master’s degree in Science from the ESSEC business school in Paris, and is a member of the French Society of Financial Analysts (SFAF).

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.

Alistair Wittet

Alistair Wittet joined Comgest in 2012 as an analyst and portfolio manager specialising in European equities. Alistair is a co-lead portfolio manager of the Comgest Europe ex UK fund and the Comgest Growth Mid Caps fund. Alistair started his career in 2006 as an analyst at Standard Life Investments in Edinburgh. He then joined Citigroup in 2009, covering the pan‐European food retail sector as an equity analyst based in London. Alistair moved to Paris to join Comgest in 2012 as an analyst covering European companies across multiple sectors and geographies. A Geography graduate from Durham University, Alistair is a CFA charterholder.

Objective

The investment objective of the Europe ex UK 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 the United Kingdom.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe Excluding UK over : 31/10/2016 - 31/10/2017
  • Rank 50/126 Total Return
  • Rank 74/126 Standard Deviation
  • Rank 75/126 Max Drawdown
Fund Name Currency Risk
73 JOHCM Continental European B GBP EUR

8.3

74 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

8.3

75 Invesco Perpetual European ex UK Enh Idx Acc No Tr EUR

8.3

76 Fidelity Inst Europe Ex UK Acc EUR

8.4

Fund Name Currency Loss
73 BlackRock Systematic Continental European A Acc EUR

-3.4%

74 JOHCM Continental European B GBP EUR

-3.5%

75 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

76 Santander PF Europe (ex UK) Equities A EUR

-3.6%

77 Polar Capital European Ex UK Income I EUR Acc EUR

-3.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 3.5% 1.4%
2016 0.2% -6.0% 3.6% 4.0% -1.0%
2015 16.7% 13.0% -4.7% 0.0% 8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. United Kingdom

Fund Info

  • Launch date18/12/2014
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN IE00BRTM4M55
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • 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).