Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

OYSTER European Opportunities R GBP2

Ranked 8 out of 75 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 : 28/02/2014 - 28/02/2015
  • Rank 8/75 Total Return
  • Rank 75/75 Standard Deviation
  • Rank 47/75 Max Drawdown
Fund Name Return
6 Carmignac Pfl Grande Europe F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

17.7%

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%

Fund Name Risk
71 Alken Fund - European Opportunities-GB1

3.4

72 Argonaut Pan Europn Alpha GBP I Dis

3.6

73 Threadneedle (Lux)-European Select AGH

Currency exposure is hedged

Currency exposure is hedged

3.9

74 Brandes European Equities GBP I

4.0

75 OYSTER European Opportunities R GBP2

Currency exposure is hedged

Currency exposure is hedged

4.1

Fund Name Loss
45 M&G Pan European A Acc

-6.9%

46 HSBC GIF European Equity AC GBP

-7.0%

47 OYSTER European Opportunities R GBP2

Currency exposure is hedged

Currency exposure is hedged

-7.0%

48 BGF European Value A2 GBP

-7.1%

49 Threadneedle Pan European Inst Net Acc GBX

-7.1%

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 2.0% 2.8% 0.1% -1.9% 1.1%
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%

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 date29/10/2010
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU0507009768
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment5

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).