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Schroder European Opportunities Z Acc

Ranked 17 out of 108 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

Steve Cordell

Steve Cordell was born in London in 1968. He graduated from Trinity College, Oxford with a degree in Modern Languages. Steve joined Cazenove in 2002 where he is currently a member of the pan-European equity team. He manages the Cazenove Pan Europe Fund using a pragmatic business cycle investment approach. Steve is a member of the Securities Institute and has been a fund manager for over 14 years. Outside of fund management, he lists golf, tennis and cinema/theatre as his interests with his main interest being spending time with his family.

Objective

The Fund’s investment objective is to achieve long term capital growth by investing in any or all European markets, excluding the UK, and any or all economic sectors.

Performance

Europe Excluding UK over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.9% 5.4% -3.0% -3.0%
2013 33.1% 8.2% 4.1% 8.7% 8.7%
2012 21.9% 10.5% -7.9% 11.0% 8.0%
2011 -14.5% 4.2% 2.8% -20.8% 0.9%
2010 1.8% 3.6% -14.0% 8.4% 5.3%
2009 17.6% -13.3% 5.7% 28.2% 0.2%
2008 -11.6% -4.9% -3.5% -7.0% 3.6%
2007 15.7% 5.6% 5.5% -0.1% 3.9%
2006 21.9% 14.0% -4.3% 5.5% 6.0%
2005 24.2% 3.0% 3.9% 10.4% 5.2%
2004 14.2% -2.0% 3.2% 1.9% 10.8%
2003 34.7% -4.8% 20.7% 5.2% 11.4%
2002 -30.1% 3.0% -12.9% -29.9% 11.2%
2001 -28.0% -14.9% -3.7% -21.8% 12.5%
2000 -5.2% 26.7% -4.0% -7.3% -16.0%
1999 58.5% 2.3% 8.9% -3.3% 47.3%
1998 32.2% 23.6% 10.8% -17.8% 17.4%
1997 19.6% 10.9% 3.2% 8.5% -3.6%
1996 23.4% 14.4% 5.5% 2.0% 0.2%
1995 0.6% 2.4% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/03/1989
  • Share Class size243Mn
  • Base currencyGBP
  • ISIN GB0007221889

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment0

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