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Ignis European Smaller Companies

Ranked 7 out of 20 in - European Small & Medium Companies over 12 months
All calculations are in GBP

Managed by

Ian Ormiston

Born in the early seventies, Ian Ormiston holds the investment management and research qualification from the IIMR. He began his financial career in 1994 at Asahi Life as a European equity manager. In 2000 he moved to Singer & Friedlander in the same position, and since 2007 he has worked at Ignis Asset Management. Ian uses a pragmatic growth investment style.

Objective

The Fund aims is to achieve long term capital growth through investing primarily in the equity of smaller companies domiciled in Continental Europe (excluding the UK) or with significant Continental European operations.

Performance

European Small & Medium Companies over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.2% 9.0% -4.4% -5.3%
2013 48.4% 16.4% 6.0% 9.0% 10.4%
2012 27.3% 19.9% -7.7% 9.0% 5.5%
2011 -21.7% 3.3% -3.0% -22.8% 1.2%
2010 25.1% 7.8% -13.8% 14.2% 17.8%
2009 37.5% -6.6% 17.5% 24.7% 0.5%
2008 -31.4% -5.4% -1.5% -16.3% -12.0%
2007 3.7% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
Sixt SE ORD 2.36
Tarkett SA ORD 2.28
Freenet AG ORD 2.27
Orpea SA ORD 2.25
Hibernia REIT PLC 2.25
Stabilus SA ORD 2.25
Kingspan Group PLC ORD 2.24
Jungheinrich AG PFD 2.20
Zumtobel AG ORD 2.17
Gerresheimer AG ORD 2.16
31/05/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2007
  • Share Class size86Mn
  • Base currencyGBP
  • ISIN GB00B249N415

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Performance review: why VWM Wealth’s Thomson is buying UK small caps

David Thomson, chief investment officer at VWM Wealth, has reduced his exposure to emerging markets and Japan in favour of UK smaller companies.

City’s Calder on the case for European small caps

James Calder, head of research at City Asset Management, has sold his broad global equity and US exposure to buy small caps in Europe.

Ignis' Ormiston: Euro small caps outlook rosy but approach with caution

Citywire AA-rated Ignis European Smaller Companies and European Growth fund manager Ian Ormiston says valuations are still attractive and small caps look set to continue outperforming their large cap counterparts.

What AA-rated Ormiston learned from Europe's first half

Ignis' European smaller companies star Ian Ormiston says he is heading the 'early warning signs' in the Continent's H1 company reports.

Ignis' Ormiston: how high can equity markets go?

Ignis' European small & medium cap manager Ian Ormiston asks if equity markets can continue to deliver and if the fall in gold is precipitating a similar collapse in equities.

Fund managers warn Obama bank clampdown will hamper growth

Fund managers believe that US president Barack Obama’s proposals will hurt businesses, even as milder plans outlined at the Davos summit win the support of some leading banking figures.

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