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OYSTER European Selection R EUR

Ranked 92 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 EU, 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 6.5% 12.9% -3.4% -6.4% 4.3%
2014 -8.2% 2.3% -3.9% -6.8% 0.2%
2013 32.0% 12.7% -2.0% 7.7% 11.0%
2012 30.6% 16.5% -6.3% 9.5% 9.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2015

Top 10 Holdings

Stock Size
EUR Cash 4.83
Paysafe Group PLC ORD 4.76
Zumtobel Group AG ORD 4.48
Swatch Group SA ORD 4.45
Montupet SA ORD 4.21
International Personal Finance PLC ORD 4.07
Lectra SA ORD 4.02
Countrywide PLC ORD 3.99
Ontex Group NV ORD 3.87
Schroders PLC ORD 3.81
31/07/2015

Registered For Sale In

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

Fund Info

  • Launch date29/11/2011
  • Share Class size93Mn
  • Base currencyEUR
  • ISIN LU0688633170

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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.

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