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Melchior North American Opportunities GBP A Acc

Ranked 141 out of 143 in - North America over 12 months
All calculations are in GBP

Managed by

Nabeel Mughal

Objective

Capital appreciation through selective investment in North American equities through a bottom-up stock selection process, across all market capitalizations, targeting unrecognized growth, turnaround or recovery situations and valuation anomalies producing a concentrated portfolio.

Performance

North America over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% -0.1% -2.9% 1.3% 5.1%
2013 30.2% 18.0% 0.1% 5.0% 5.0%
2012 10.3% 11.6% -3.4% 3.6% -1.3%
2011 -7.2% 6.3% -2.7% -19.1% 11.0%
2010 27.9% 9.3% -7.8% 5.6% 20.2%
2009 20.8% -4.5% -0.7% 20.7% 5.6%
2008 -23.9% -9.5% -2.6% -3.9% -10.3%
2007 4.7% 1.6% 1.0% 2.1% 0.0%
2006 1.1% 12.4% -10.5% -2.5% 3.1%
2005 26.3% -0.1% 8.1% 10.5% 5.9%
2004 2.0% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date01/11/2004
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B036VL22

Purchase Info

  • Min. initial investment10,000
  • Min. additional investment0

Charges

  • Annual management2.2%
  • Initial investment0

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