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Comgest Growth Europe S EUR Acc

Ranked 872 out of 1017 in - Europe over 12 months
All calculations are in EUR 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).

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.

Pierre Lamelin

Pierre Lamelin joined Comgest in 2012 and is a portfolio manager and analyst specialising in European equities. He co‐leads the Comgest Growth Europe fund as well as a number of segregated mandates. He contributes widely to the European team’s research coverage for a diverse selection of quality growth stocks across multiple sectors. Pierre started his career in 2004 as an equity analyst at Crédit Agricole Cheuvreux where he spent seven years covering the European luxury goods and cosmetics sectors. He holds a Master’s degree in Finance from Sciences Po (Institut d’Etudes Politiques) in Paris and is a CIIA holder (Certified International Investment Analyst).

Objective

The investment objective of the Europe Shariah Fund is to seek to create 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 Europe. The Investment Manager intends to invest in Shariah compliant common shares issued by European companies at least two thirds of which will be quoted or traded on Regulated Markets in Member States and in Switzerland.

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

Performance

Europe over : 31/10/2016 - 31/10/2017
  • Rank 872/1017 Total Return
  • Rank 719/1017 Standard Deviation
  • Rank 962/1017 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 1.8% -1.1%
2016 -3.2% -6.6% 2.7% 1.4% -0.6%
2015 15.7% 16.6% -3.9% -3.2% 6.7%
2014 10.6% 2.4% 2.4% -0.1% 5.6%
2013 15.9% 9.5% -4.1% 7.0% 3.1%
2012 32.7% 13.9% 3.0% 6.9% 5.8%
2011 -1.0% -1.0% 2.3% -8.4% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. France
  4. Germany
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date08/12/2010
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN IE00B4ZJ4634

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management2.00%

Related News

AA-rated Dobler: we’re in a nightmare scenario for pharma

Comgest veteran seeks pockets of growth as he expects US election turbulence to weigh heavily on healthcare sub-sector.

European equities: sorting the wheat from the chaff

The sheer breadth of investment potential in European equities is one of the sector’s outstanding attractions. We talk to leading fund managers to see how they are making the most of the variety in a market that’s still cheap.

Comgest rebrands Shariah products

The move follows the closure of a similar fund by the firm earlier this month.

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