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Nemesis European Value - EUR Adviser Acc

Ranked 60 out of 189 in - Europe over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 4.6% 2.1%
2015 3.6% 3.3% -0.9% -3.7% 5.1%
2014 -1.1% 3.7% -1.8% -3.6% 0.7%
2013 29.9% 9.0% 3.1% 9.4% 5.8%
2012 9.4% 6.5% -3.4% 0.4% 5.8%
2011 -10.7% 4.4% 2.3% -15.0% -1.6%
2010 12.1% 8.2% -12.6% 10.7% 7.0%
2009 23.6% -11.8% 7.2% 31.1% -0.3%
2008 -15.9% -1.9% -3.9% -8.8% -2.2%
2007 -1.8% 3.1% 4.6% -4.0% -5.1%
2006 21.7% 12.8% -3.1% 4.7% 6.3%
2005 16.4% 1.6% -0.2% 8.7% 5.7%
2004 7.8% -0.2% 3.6% -3.9% 8.5%
2003 13.0% 2.9% 8.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2016

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC ORD 5.34
Veolia Environnement SA ORD 5.08
Nokia Corp ORD 4.89
BlackRock ICS Inst Euro Liq Admin III Dist 4.83
Orange SA ORD 4.71
Telefonica SA ORD 4.65
Statoil ASA ORD 4.62
Roche Holding AG Par 4.18
Tenaris SA ORD 3.98
Bureau Veritas SA ORD 3.93
30/04/2016

Registered For Sale In

  1. Ireland
  2. Italy
  3. Spain
  4. United Kingdom

Fund Info

  • Launch date26/03/2003
  • Share Class size11Mn
  • Base currencyEUR
  • ISIN IE00B3THSZ36

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.50%

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