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OYSTER European Opportunities R GBP2

Ranked 24 out of 81 in - Europe over 12 months
All calculations are in GBP

Managed by

Michael Clements

Michael Clements holds a BSc in Industrial Economics from the University of Warwick and is a CFA Charter holder. He joined SYZ Group in 2014 as head of European equities having spent six years at Franklin Templeton. Michael took over management of the OYSTER Continental European Selection, European Opportunities and European Selection funds in October 2014 and uses an active management style, with a focus on strong alpha generation.

Objective

The objective of this sub-fund is to provide its investors with capital growth, principally by investing in equities and other similar instruments of European issuers. At least 75% of the sub-fund's assets are invested at all times in equities or similar instruments issued by companies based in a member state of the European Union, in Norway or Iceland. The sub-fund may also invest in Russian equities.

Performance

Europe over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.9% 2.8% 0.1% -1.9% -3.8%
2013 21.9% 6.2% -2.7% 8.0% 9.2%
2012 24.0% 13.3% -4.3% 8.9% 5.1%
2011 -16.3% -2.3% -0.2% -19.4% 6.5%
2010 7.9% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date02/11/2010
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU0507009768

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.8%

Related News

Swiss firm targets UK with 50-stock European family business fund

Syz & Co is targetting UK institutional investors through the fund, which is an extension of Eric Bendahan's successful European equity strategies.

Anglo Irish 'an accident waiting to happen' says star manager

Bank stress tests clearly weren't tough enough and further problems will emerge, says star European equity manager Eric Bendahan. But he thinks Anglo Irish will be last of the major failures.

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