To achieve capital growth by investing mainly in large companies traded on Europe's major stock markets, excluding the UK.
Because there are sometimes good reasons why the market would undervalue a stock - such as persistent weak profitability, extreme cyclicality, industry-wide threats, and/or lack of competitiveness - we also conduct thorough research, including meeting company management, to determine the underlying health of the business.The wider economic environment is important as well when estimating a company's earnings potential; although, macroeconomic considerations help to confirm our investment case, rather than drive it. We are confident our active and disciplined value approach will reward investors with desirable long-term returns.
Latest Price | 0.00 | IMA Sector | Europe Excluding UK |
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Currency | Launch Date | 02/10/1989 | |
Fund Size | n/a | Fund Manager | Adriaan de Mol van Otterloo |
ISIN | GB0007649204 | Dividend | 0.00 |
Date | n/a |
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Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 02/10/1989 |
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Fund Manager | Adriaan de Mol van Otterloo |
TER | 1.72 (15-Nov-2010) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.09 |
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