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Invesco Continental European Small Cap Eq A AD USD

Ranked 5 out of 71 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Oliver Collin

Based in Henley-on-Thames, Oliver Collin joined Invesco Perpetual in July 2014 as an analyst within Invesco Perpetual’s European Equities team. His career started in September 2000 with ING Barings, initially within their graduate programme, before becoming a member of their Institutional Equity Sales team, specialising in Pan European mid-cap equities. In January 2006 he joined Berenberg Bank where he specialised in French mid-cap institutional equity sales. In November 2010 he joined Exane BNP Paribas where he latterly led their Pan European Mid Cap Sales team after becoming a Partner in the firm in November 2011. Oliver holds a BSc (Honours) in Economics & Politics from the London School of Economics.

Erik Esselink

Erik Esselink has over a decade of experience in the fund management industry. He started out as a Dutch equity specialist working for ING in Amsterdam. He then moved to Morgan Stanley in 2000 before joining Invesco in October 2007 where he currently works. Erik holds a degree in commercial economics from the Rotterdam School of Economics.

Objective

The objective of this Fund is to achieve long-term capital growth by investing in small companies throughout Europe, but excluding the United Kingdom. The Investment Adviser will seek to meet this investment objective by investing primarily in listed equity and equity-related securities of smaller companies in European markets (including warrants and convertible securities: however no more than 10% of the net asset value of the Fund may be invested in warrants). Europe includes countries in the European Union, Switzerland, Scandinavia, Bulgaria, Romania, Croatia, Turkey and the Commonwealth of Independent States.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 11.9% 6.8%
2016 26.7% 0.9% 3.2% 9.0% 11.6%
2015 14.6% 10.4% -1.4% -3.1% 8.7%
2014 -3.7% 12.2% -6.5% -8.1% -0.2%
2013 47.5% 20.0% 2.7% 10.6% 8.3%
2012 32.0% 24.6% -10.1% 8.2% 8.9%
2011 -25.2% 13.9% -3.3% -25.6% -8.6%
2010 32.1% 7.7% -11.8% 18.5% 17.4%
2009 78.7% -11.4% 36.2% 43.9% 3.0%
2008 -51.6% -13.1% 0.9% -30.5% -20.6%
2007 9.2% 11.8% 3.1% -3.9% -1.5%
2006 31.3% 20.6% -6.9% 4.3% 12.2%
2005 33.3% 7.8% 7.5% 15.1% -0.1%
2004 20.9% 0.0% 3.5% 2.2% 14.3%
2003 31.0% -6.2% 20.2% 10.0% 5.6%
2002 -21.6% 4.9% -2.3% -27.9% 6.1%
2001 -38.9% -22.9% -8.0% -27.0% 18.1%
2000 -13.2% 30.1% -11.2% -0.9% -24.2%
1999 53.6% -5.1% 1.2% 0.1% 59.9%
1998 4.7% 19.0% 7.2% -23.4% 7.2%
1997 9.8% 13.0% -0.6% 1.9% -4.1%
1996 20.8% 16.9% 6.9% -2.1% -1.2%
1995 -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Guernsey
  7. Hong Kong
  8. Ireland
  9. Jersey
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date13/01/1993
  • Share Class size244Mn
  • Base currencyUSD
  • ISIN IE0003708116

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management2.00%

Related News

Invesco promotes analysts to A-rated Euro equity team

Analyst Oliver Collin will join AA-rated Erik Esselink on Invesco Continental European Opportunities and AAA-rated Jeff Taylor on Invesco Euro Equity.

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