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Waverton European A GBP

Ranked 1 out of 82 in - Europe over 12 months
All calculations are in GBP

Managed by

Oliver Kelton

Oliver Kelton joined Waverton in 2001 as a European equity analyst, and since 2003 he has been managing specialist pan-European equity portfolios. Currently based in London, he has a first class honours degree in Economics and Politics from Bristol University and is a CFA Charterholder.

Objective

The investment objective of the fund is to generate long term capital growth through investing in equities of European Companies in developed European equity markets, primarily amongst larger capitalised companies.

Performance

Europe over : 31/07/2013 - 31/07/2014
  • Rank 1/82 Total Return
  • Rank 78/82 Standard Deviation
  • Rank 16/82 Max Drawdown
Fund Name Return
1 Waverton European A GBP

21.7%

2 Nemesis European Value - GBP Adviser Dist

19.2%

3 BGF European Equity Income D5GRF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

16.7%

4 New Capital Dynamic European Eq GBP Dis

14.6%

5 Carmignac Pfl Grande Europe F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

14.2%

Fund Name Loss
14 Virgin Climate Change

-3.6%

15 Fidelity Inst Pan-European Acc

-3.7%

16 Waverton European A GBP

-3.9%

17 Goldman Sachs Europe CORE Equity Pf R GBP

-3.9%

18 Threadneedle (Lux)-European Select AGH

Currency exposure is hedged

Currency exposure is hedged

-4.0%

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.8% 7.4% -0.9% -1.6%
2013 65.2% 10.0% 13.8% 18.9% 10.9%
2012 16.0% 10.3% -8.8% -0.3% 15.7%
2011 -5.7% 1.3% 1.7% -10.1% 1.9%
2010 10.9% 5.5% -12.1% 14.0% 4.9%
2009 20.4% -13.8% 7.8% 27.9% 1.4%
2008 -27.2% -10.0% -3.1% -13.8% -3.3%
2007 11.2% 5.7% 1.8% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date30/03/2007
  • Share Class size649Mn
  • Base currencyGBP
  • ISIN IE00B1RMZ002

Purchase Info

  • Min. initial investment1,500
  • Min. additional investment0

Charges

  • Annual management1.0%

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