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OYSTER European Opportunities EUR

Ranked 120 out of 178 in - Europe over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 4.0% 10.4% -4.0% -4.4% 2.7%
2014 -5.0% 2.0% -3.2% -4.5% 0.7%
2013 23.0% 10.3% -1.3% 4.5% 8.1%
2012 19.8% 13.3% -6.8% 6.7% 6.4%
2011 -17.4% 0.9% 2.1% -22.5% 3.5%
2010 16.7% 7.8% -10.8% 12.1% 8.4%
2009 19.7% -11.4% 6.5% 26.0% 0.7%
2008 -27.7% -8.3% -3.2% -15.9% -3.2%
2007 12.5% 4.4% 6.3% -1.5% 2.9%
2006 23.2% 16.1% -3.7% 3.2% 6.8%
2005 30.2% 4.3% 5.9% 14.0% 3.4%
2004 16.6% -0.1% 3.3% 4.7% 8.0%
2003 28.3% -6.6% 19.4% 2.9% 11.7%
2002 -21.1% 3.1% -2.1% -25.0% 4.1%
2001 -14.9% -5.1% -2.5% -13.3% 6.1%
2000 8.6% 13.8% 0.8% -1.2% -4.2%
1999 0.9% 29.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2015

Top 10 Holdings

Stock Size
Swatch Group SA ORD 4.00
Sanofi SA ORD 3.97
Novartis AG ORD 3.57
Aberdeen Asset Management PLC ORD 3.53
Paysafe Group PLC ORD 3.43
British American Tobacco PLC ORD 3.28
Ontex Group NV ORD 3.24
Schneider Electric SE ORD 3.20
Pandora A/S ORD 3.17
Mondi PLC ORD 3.05
31/07/2015

Registered For Sale In

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

Fund Info

  • Launch date01/06/1999
  • Share Class size361Mn
  • Base currencyEUR
  • ISIN LU0096450555

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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