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Nemesis European Value - GBP Adviser Dist

Ranked 9 out of 75 in - Europe over 12 months
All calculations are in GBP

Managed by

George Y Nadda

George Y Nadda joined Nemesis AM in 2010, where he manages equities. He describes his investment style as value and uses cash as an element of his strategy. George holds the CFA designation and graduated with a degree in Business Administration from the American University of Beirut. Outside of fund management he enjoys reading and traveling.

Objective

The Nemesis European Value Fund's investment strategy is that of long-term capital appreciation through investing primarily in common stocks which are listed/traded on the European equity markets, applying a bottom-up approach to identify stocks that it considers to be undervalued in relation to the market.

Performance

Europe over : 28/02/2014 - 28/02/2015
  • Rank 9/75 Total Return
  • Rank 26/75 Standard Deviation
  • Rank 10/75 Max Drawdown
Fund Name Return
7 Fidelity Index Japan P Acc

17.4%

8 OYSTER European Opportunities R GBP2

Currency exposure is hedged

Currency exposure is hedged

14.7%

9 Nemesis European Value - GBP Adviser Dist

13.2%

10 Allianz Europe Equity Growth - A - GBP

10.7%

11 MFS Meridian Funds-European Value A1 GBP

10.5%

11 Schroder ISF European Total Return GBP Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

10.5%

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 6.0% 4.3% 1.5% -0.9% 1.0%
2013 27.3% 4.8% 1.9% 12.2% 6.3%
2012 13.2% 6.9% -0.4% 2.1% 4.1%
2011 -8.5% 1.0% 0.2% -11.0% 1.6%
2010 15.9% 8.0% -5.3% 4.6% 8.3%
2009 33.3% -8.2% 15.8% 22.2% 2.7%
2008 -37.7% -9.8% -3.1% -8.3% -22.4%
2007 -9.9% 2.6% 5.8% -7.1% -10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date07/11/2006
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00B3TL1L20

Purchase Info

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

Charges

  • Annual management1.5%

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