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Nemesis European Value - GBP Adviser Dist

Ranked 10 out of 74 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 : 30/06/2014 - 30/06/2015
  • Rank 10/74 Total Return
  • Rank 10/74 Standard Deviation
  • Rank 1/74 Max Drawdown
Fund Name Return
8 OYSTER European Opportunities R GBP2

Currency exposure is hedged

Currency exposure is hedged

16.0%

9 Jupiter JGF European Growth L GBP A Inc

13.3%

10 Nemesis European Value - GBP Adviser Dist

12.2%

11 Carmignac Pfl Grande Europe F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

12.1%

12 Threadneedle Pan European Focus Ret Net Acc GBX

11.6%

Fund Name Loss
1 Nemesis European Value - GBP Adviser Dist

-2.9%

2 New Capital Dynamic European Equity GBP Ord Inc

Currency exposure is hedged

Currency exposure is hedged

-3.2%

3 BGF European Special Situations A2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-3.3%

4 Threadneedle Pan European Focus Ret Net Acc GBX

-3.7%

5 Old Mutual European Best Ideas A GBP

-3.9%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 10.8% 1.1%
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).