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Invesco Continental European Small Cap Eq A AD USD

Ranked 44 out of 66 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Oliver Collin

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 : 31/05/2015 - 31/05/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.9%
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. Bahrain
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Guernsey
  9. Hong Kong
  10. Ireland
  11. Jersey
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date13/01/1993
  • Share Class size280Mn
  • 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).