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Hume European Opportunities A Acc GBP

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

Managed by

Stephen Dowds

Objective

The objective of the Fund is to achieve long term capital growth by investing in equities primarily in Continental Europe. The Fund invests in a focused portfolio of 30-50 stocks and is unconstrained by country or sector weights

Performance

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

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -13.2% 0.6% -7.3% -6.9%
2013 21.4% 7.7% -2.8% 9.4% 6.0%
2012 10.4% 7.0% -9.3% 7.4% 6.0%
2011 -15.5% 2.8% -1.4% -18.9% 2.7%
2010 8.0% 6.1% -13.0% 11.0% 5.3%
2009 30.6% -10.0% 12.9% 25.0% 2.8%
2008 -34.5% -10.1% -4.8% -13.9% -11.1%
2007 15.2% 3.3% 7.2% -0.2% 4.2%
2006 19.3% 14.2% -6.7% 4.5% 7.2%
2005 21.4% 3.8% -0.8% 10.8% 6.4%
2004 0.0% -3.1% 1.6% -6.4% 8.5%
2003 18.5% -7.4% 14.0% 5.3% 6.7%
2002 -26.0% 1.4% -10.8% -15.2% -3.6%
2001 -13.1% -8.3% 2.6% -12.7% 5.8%
2000 -11.6% -7.4% -4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Total SA ORD 0.51
HSBC Holdings PLC ORD 0.34
Assicurazioni Generali SpA ORD 0.33
Eni SpA ORD 0.32
BP PLC ORD 0.31
ROCHE HOLDING G PAR 0.31
Telecom Italia SpA PFD 0.29
Vivendi SA ORD 0.28
Rio Tinto PLC ORD 0.27
Infineon Technologies AG ORD 0.27
31/08/2014

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date29/06/2000
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE0008722658

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

European Wealth buys three funds from Hume Capital

European Wealth has bought three funds from Hume Capital to enhance its fixed income range.

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