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Hermes Sourcecap European Alpha Z GBP Acc

Ranked 63 out of 83 in - Europe over 12 months
All calculations are in GBP

Managed by

James Rutherford

James Rutherford is a fund manager at Hermes Investment Management and manages his funds with a stock picking and thematic style and includes an investment style with momentum and growth. He invests in his own strategies and he prefers fundamental driven markets to implement them. To manage risk, the systems he uses are style research, multiframe and barra. Prior to Hermes, where he joined in 2006, he worked for Fidelity for 18 years. Among his hobbies he enjoys skiing and soccer.

Objective

The Fund will seek to achieve its objective by investing primarily in a diversified portfolio of equity securities and equity related securities with a European bias (including Russia and Turkey) quoted or traded on Regulated Markets.

Performance

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

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -5.2% 0.3% -2.0% -3.5%
2013 25.4% 11.5% -0.1% 6.3% 5.9%
2012 18.0% 8.8% -4.5% 9.6% 3.6%
2011 -3.5% 4.2% 3.3% -16.9% 7.9%
2010 21.1% 11.3% -13.8% 15.1% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Germany
  4. Netherlands
  5. Norway
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date15/01/2010
  • Share Class size155Mn
  • Base currencyGBP
  • ISIN IE00B51HV788

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.0%
  • Initial investment0

Related News

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