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Liontrust GF European Smaller Companies A4 EUR Acc

Ranked 205 out of 245 in - European Small & Medium Companies over 3 months
All calculations are in EUR unless stated

Managed by

Samantha Gleave

Samantha Gleave graduated from Aberdeen University in 1995 with an MA Honours degree in Economics & Management. She began her career at Sutherlands Ltd as a consumer analyst before moving on to Fleming Investment Management as senior investment analyst covering Pan Europe where she worked with James Inglis-Jones. Samantha moved to Credit Suisse First Boston (Europe) Ltd in 2000 and was in a No 1 ranked equity research sector team (Extel & Institutional Investor Surveys). In 2005 she moved to Bank of America Merrill Lynch and became a senior equity analyst and director. Samantha joined Liontrust in 2012 as a fund manager to work with James Inglis-Jones in managing the Cashflow Solution investment process.

James Inglis-Jones

James Inglis-Jones was born in London in 1968. He graduated from York University with a degree in modern history and gained a D.Phil in modern history from Christ Church College, Oxford. James started his career in 1997 at Fleming Investment Management where he started out as an investment analyst, and later managed UK and European funds becoming a senior European equity portfolio manager. In 2003 he joined Polar Capital where he managed a hedge fund, and in 2006 he joined Liontrust Asset Management to develop an investment process for European equity portfolios. Outside of fund management his interests include fishing and waterskiing.

Objective

The investment objective of the Fund is to achieve long term capital growth by investing primarily in European smaller companies. The Investment Adviser will seek to achieve the investment objective of the Fund through exposure to equities either by direct investment or through the use of financial derivatives instruments linked to equities (CFDs or total return swaps, futures and embedded derivatives). The Investment Adviser may also use Foreign Exchange contracts (FX forwards) to hedge the portfolio or to adjust the Funds currency exposures.

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

Performance

European Small & Medium Companies over : 31/07/2017 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Ireland
  3. Switzerland

Fund Info

  • Launch date01/02/2017
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN IE00BYXLK749

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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