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Nemesis European Value - GBP Adviser Dist

Ranked 3 out of 83 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 : 31/08/2013 - 31/08/2014
  • Rank 3/83 Total Return
  • Rank 3/83 Standard Deviation
  • Rank 3/83 Max Drawdown
Fund Name Return
1 Waverton European A GBP

24.0%

2 BGF European Equity Income D5GRF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

20.2%

3 Nemesis European Value - GBP Adviser Dist

18.9%

4 OYSTER European Opportunities R GBP2

17.8%

5 Carmignac Pfl Grande Europe F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

17.7%

Fund Name Risk
1 Liontrust GF European Strategic Equity (C - GBP)

1.4

2 UBAM Europe Equity Dividend+ IC GBP

1.7

3 Nemesis European Value - GBP Adviser Dist

2.0

4 Carmignac Pfl Grande Europe F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

2.1

5 Schroder ISF European Total Return GBP Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

2.1

Fund Name Loss
1 Carmignac Pfl Grande Europe F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-2.1%

2 BGF European Equity Income D5GRF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-2.2%

3 Nemesis European Value - GBP Adviser Dist

-2.4%

4 New Capital Dynamic European Eq GBP Dis

-2.4%

5 GLG European Equity DH T GBP

-2.5%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.1% 4.3% 1.5% 0.2%
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%
2006 3.1% 3.1%

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).