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

Royal London European Growth A Acc

Ranked 33 out of 108 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

Neil Wilkinson

Objective

The investment objective and policy of the Fund is to achieve capital growth by investing predominantly in quoted European equities.

Performance

Europe Excluding UK over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% 2.1% -1.3% -1.9%
2013 25.8% 10.7% 0.8% 5.4% 6.9%
2012 16.0% 9.7% -10.8% 11.3% 6.4%
2011 -16.0% 4.4% 3.1% -25.0% 4.1%
2010 4.0% 2.1% -16.8% 13.0% 8.3%
2009 31.8% -14.0% 15.5% 32.3% 0.3%
2008 -22.1% -11.2% -3.9% -10.2% 1.6%
2007 12.7% 7.3% 6.9% -1.1% -0.7%
2006 16.2% 10.5% -5.0% 6.0% 4.5%
2005 24.2% 1.0% 3.8% 11.7% 6.0%
2004 10.7% -2.9% 4.4% 1.0% 8.1%
2003 28.2% -9.7% 20.6% 4.1% 13.1%
2002 -25.1% 3.7% -9.0% -26.4% 7.9%
2001 -23.7% -13.0% -0.7% -21.9% 13.0%
2000 14.2% 13.2% -0.9% -1.0% 2.9%
1999 31.9% -0.4% 4.7% 2.2% 23.9%
1998 27.7% 22.6% 13.5% -23.2% 19.6%
1997 47.1% 11.9% 12.4% 14.2% 2.5%
1996 15.5% 12.1% 3.2% 2.2% -2.3%
1995 1.9% 0.8% 1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
ROCHE HOLDING G PAR 4.12
Novartis AG ORD 4.09
Sanofi SA ORD 3.54
Allianz SE ORD 3.13
ING Groep NV DR 2.99
Axa SA ORD 2.96
Volkswagen AG PFD 2.65
Total SA ORD 2.64
Neopost SA ORD 2.53
Nestle SA ORD 2.39
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/05/1987
  • Share Class size553Mn
  • Base currencyGBP
  • ISIN GB00B52DGB49

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.3%
  • Initial investment4

Related News

Dalton hires ex-GLG manager for Charlton's European equity team

Leonard Charlton's Melchior European equities team has been boosted by the hire of Mark Greenhoff, who will assist on the firm's struggling European Absolute Return fund.

Omam’s Lilley: why I’m backing European banks

Kevin Lilley, manager of the £55 million Old Mutual European Equity fund, is buying European bank stocks for his portfolio in the view they are attractively undervalued and Europe’s woes are less severe than forecast.

OMAM’s Lilley: why now is the time to buy European equities

Although European equities have fallen out of favour over the last couple of years, valuations and a range of other factors make them a compelling buy, according to Kevin Lilley.

OMAM hires Royal London’s Lilley to run European equity fund

Old Mutual Asset Managers has appointed Kevin Lilley as fund manager to run the firm’s £71 million European Equity fund.

Does election make Germany a buy?

Are investors over-estimating the impact of potential tax cuts associated with Germany's new centre-right coalition?

Musical chairs for Coffey

European specialist fund manager Jane Coffey has returned to Royal London Asset Management after a six year gap, but this time round she will run UK equity funds, writes Steve Wickham.

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