To provide long term capital growth from a diversified portfolio of contintental European securities, though it may also invest in companies that are listed, or registered, outside Europe but trade within it. Income is of secondary importance.
Name | % Net Assets |
---|---|
Siemens | 3.9% |
Credit Suisse | 3.8% |
Axa | 3.7% |
Bwin Interactive Entertainment | 3.7% |
Public Power | 3.4% |
E.ON | 3.3% |
Unilever | 2.9% |
Banco Santander | 2.8% |
BNP Paribas | 2.4% |
Eurotunnel | 2.3% |
Key | % Net Assets |
---|---|
Siemens | 3.9% |
Credit Suisse | 3.8% |
Axa | 3.7% |
Bwin Interactive Entertainment | 3.7% |
Other | 84.9% |
Date | 14-Dec-2020 |
---|---|
NAV | 16.97 |
Currency | EUR |
Change | 0.29 |
% | 1.73% |
YTD change | 16.97 |
YTD % | n/a |
Fund Inception | 05/07/1972 |
---|---|
Fund Manager | Cesar Perez |
TER | 1.69 (28-Feb-2014) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 10 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.12 |
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