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F&C European SmallCap A Inc EUR

Ranked 78 out of 79 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Sam Cosh

Sam Cosh manages small cap equityfunds at F&C using a fundamental stock picking investment style focusing on buying quality businesses run by strong managers at attractive prices. Prior to joining F&C in 2010, he worked at Fortis Investments (acquired by BNP investments) for six years, having also worked at Baring Asset Management and Invesco Asset Management. Sam studied economics at Nottingham University and is a CFA Charter holder.

Objective

The objective is to make available to investors participation in a portfolio consisting principally of securities of European domiciled companies listed on the various European States Stock Exchanges. The investment policy is directed towards achieving long-term capital growth through investment in small and medium-sized companies. The fund will invest at least 75% of its total assets in equity securities of companies that are incorporated under the laws of, and have their registered office in Europe.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.0%
2017 19.5% 7.8% 6.7% 1.2% 2.6%
2016 3.0% -1.0% -5.1% 10.0% -0.4%
2015 13.5% 9.0% -0.2% -3.2% 7.8%
2014 4.2% 6.1% -5.4% -3.5% 7.5%
2013 35.4% 15.5% 2.2% 7.8% 6.4%
2012 28.2% 17.3% -7.6% 9.7% 7.8%
2011 -6.9% 6.2% 4.9% -18.4% 2.5%
2010 26.1% 8.4% -7.4% 12.6% 11.6%
2009 26.6% -12.6% 23.5% 21.7% -3.6%
2008 -39.2% -5.3% -4.9% -16.1% -19.6%
2007 -1.2% 7.8% 3.3% -5.9% -5.6%
2006 29.3% 16.4% -4.5% 4.7% 11.1%
2005 6.0% 11.3% 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date07/01/2005
  • Share Class size45Mn
  • Base currencyEUR
  • ISIN LU0207432559

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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